Palestra Capital Management as of June 30, 2025
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 30 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Henry Schein (HSIC) | 9.2 | $318M | 4.4M | 73.05 | |
| Meta Platforms Cl A (META) | 8.2 | $284M | 384k | 738.09 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 5.4 | $186M | 6.3M | 29.62 | |
| Ptc (PTC) | 5.1 | $174M | 1.0M | 172.34 | |
| Ansys (ANSS) | 5.0 | $174M | 494k | 351.22 | |
| Progressive Corporation (PGR) | 4.9 | $167M | 625k | 266.86 | |
| Capital One Financial (COF) | 4.7 | $163M | 764k | 212.76 | |
| CRH Ord (CRH) | 4.3 | $149M | 1.6M | 91.80 | |
| Amazon (AMZN) | 4.2 | $146M | 664k | 219.39 | |
| Lpl Financial Holdings (LPLA) | 4.1 | $143M | 380k | 374.97 | |
| Microsoft Corporation (MSFT) | 3.9 | $135M | 272k | 497.41 | |
| Coupang Cl A (CPNG) | 3.9 | $134M | 4.5M | 29.96 | |
| Sharkninja Com Shs (SN) | 3.6 | $125M | 1.3M | 98.99 | |
| salesforce (CRM) | 3.3 | $114M | 419k | 272.69 | |
| Visa Com Cl A (V) | 3.2 | $110M | 308k | 355.05 | |
| Hilton Worldwide Holdings (HLT) | 3.1 | $108M | 404k | 266.34 | |
| Sea Sponsord Ads (SE) | 3.0 | $104M | 647k | 159.94 | |
| Performance Food (PFGC) | 2.9 | $101M | 1.2M | 87.47 | |
| Intuit (INTU) | 2.8 | $95M | 121k | 787.63 | |
| Flutter Entmt SHS (FLUT) | 2.7 | $94M | 328k | 285.76 | |
| Carvana Cl A (CVNA) | 2.7 | $93M | 276k | 336.96 | |
| Allegheny Technologies Incorporated (ATI) | 2.7 | $92M | 1.1M | 86.34 | |
| Applovin Corp Com Cl A (APP) | 1.9 | $65M | 185k | 350.08 | |
| Entegris (ENTG) | 1.6 | $56M | 692k | 80.65 | |
| Lumen Technologies (LUMN) | 1.4 | $49M | 11M | 4.38 | |
| Dollar Tree (DLTR) | 0.6 | $22M | 224k | 99.04 | |
| Echostar Corp Cl A (SATS) | 0.6 | $20M | 717k | 27.70 | |
| Paramount Global Class B Com (PARA) | 0.5 | $17M | 1.3M | 12.90 | |
| Kkr & Co (KKR) | 0.1 | $3.2M | 24k | 133.03 | |
| Live Nation Entertainment (LYV) | 0.1 | $2.5M | 16k | 151.28 |
