Palestra Capital Management as of March 31, 2017
Portfolio Holdings for Palestra Capital Management
Palestra Capital Management holds 22 positions in its portfolio as reported in the March 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Praxair | 7.6 | $101M | 850k | 118.60 | |
| Ptc (PTC) | 6.3 | $83M | 1.6M | 52.55 | |
| Mohawk Industries (MHK) | 6.0 | $79M | 344k | 229.49 | |
| Visa (V) | 5.7 | $75M | 845k | 88.87 | |
| Sherwin-Williams Company (SHW) | 5.6 | $74M | 238k | 310.19 | |
| First Data | 5.6 | $74M | 4.8M | 15.50 | |
| FleetCor Technologies | 5.6 | $73M | 485k | 151.43 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 5.2 | $68M | 1.2M | 55.74 | |
| Alphabet Inc Class A cs (GOOGL) | 5.0 | $66M | 78k | 847.80 | |
| Take-Two Interactive Software (TTWO) | 4.7 | $62M | 1.0M | 59.27 | |
| Microsoft Corporation (MSFT) | 4.5 | $60M | 905k | 65.86 | |
| Union Pacific Corporation (UNP) | 4.5 | $60M | 563k | 105.92 | |
| Wells Fargo & Company (WFC) | 4.3 | $58M | 1.0M | 55.66 | |
| Ss&c Technologies Holding (SSNC) | 4.3 | $57M | 1.6M | 35.40 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 4.3 | $57M | 173k | 327.32 | |
| Adient (ADNT) | 4.0 | $53M | 726k | 72.67 | |
| Williams Companies (WMB) | 3.8 | $50M | 1.7M | 29.59 | |
| FMC Corporation (FMC) | 3.6 | $48M | 685k | 69.59 | |
| Metropcs Communications (TMUS) | 3.0 | $39M | 609k | 64.59 | |
| Computer Sciences Corporation | 2.4 | $31M | 455k | 69.01 | |
| Fidelity National Information Services (FIS) | 2.1 | $28M | 350k | 79.62 | |
| Fintech Acquisition | 1.9 | $25M | 1.9M | 13.20 |
