Palestra Capital Management

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 (FLT) 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