Palestra Capital Management as of Dec. 31, 2025
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 28 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Henry Schein (HSIC) | 6.4 | $180M | 2.4M | 75.58 | |
| Amazon (AMZN) | 6.1 | $174M | 753k | 230.82 | |
| Linde SHS (LIN) | 6.1 | $171M | 402k | 426.39 | |
| Visa Com Cl A (V) | 5.9 | $167M | 476k | 350.71 | |
| Union Pacific Corporation (UNP) | 5.6 | $159M | 687k | 231.32 | |
| Nu Hldgs Ord Shs Cl A (NU) | 5.4 | $154M | 9.2M | 16.74 | |
| Danaher Corporation (DHR) | 5.4 | $152M | 663k | 228.92 | |
| Clean Harbors (CLH) | 4.7 | $134M | 570k | 234.48 | |
| Acuity Brands (AYI) | 4.7 | $133M | 371k | 360.04 | |
| Meta Platforms Cl A (META) | 4.5 | $127M | 192k | 660.09 | |
| Carvana Cl A (CVNA) | 4.4 | $124M | 293k | 422.02 | |
| Carpenter Technology Corporation (CRS) | 4.1 | $116M | 368k | 314.84 | |
| salesforce (CRM) | 4.0 | $112M | 424k | 264.91 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.8 | $108M | 346k | 313.00 | |
| Comcast Corp Cl A (CMCSA) | 3.7 | $104M | 3.5M | 29.89 | |
| Lumen Technologies (LUMN) | 3.1 | $87M | 11M | 7.77 | |
| Applovin Corp Com Cl A (APP) | 3.0 | $85M | 126k | 673.82 | |
| CRH Ord (CRH) | 3.0 | $84M | 675k | 124.80 | |
| Capital One Financial (COF) | 2.9 | $83M | 340k | 242.36 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 2.9 | $82M | 5.0M | 16.35 | |
| Microsoft Corporation (MSFT) | 2.5 | $71M | 147k | 483.62 | |
| Infosys Sponsored Adr (INFY) | 1.7 | $48M | 2.7M | 17.82 | |
| Hldgs (UAL) | 1.6 | $46M | 413k | 111.82 | |
| Ptc (PTC) | 1.4 | $41M | 234k | 174.21 | |
| NVIDIA Corporation (NVDA) | 1.3 | $38M | 204k | 186.50 | |
| Dollar Tree (DLTR) | 1.0 | $28M | 224k | 123.01 | |
| Procore Technologies (PCOR) | 0.6 | $18M | 250k | 72.74 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 0.2 | $4.3M | 323k | 13.40 |
