Palestra Capital Management LLC Q1 2017 Filing
Filed May 15, 2017
Portfolio Value
$1.3T
Holdings
22
Report Date
Q1 2017
Filing Type
13F-HR
All Holdings (22 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | PXGBXPRAXAIR INC | 850,000 | $100.8B | 7.64% | |
| 2 | PTCPTC INC | 1,587,549 | $83.4B | 6.32% | |
| 3 | MHKMOHAWK INDS INC | 344,116 | $79.0B | 5.98% | |
| 4 | VVISA INC | 845,000 | $75.1B | 5.69% | |
| 5 | SHWSHERWIN WILLIAMS CO | 238,000 | $73.8B | 5.59% | |
| 6 | FDCFIRST DATA CORP NEW | 4,756,128 | $73.7B | 5.58% | |
| 7 | FLT1EURFLEETCOR TECHNOLOGIES INC | 485,000 | $73.4B | 5.56% | |
| 8 | QSRRESTAURANT BRANDS INTL INC | 1,225,000 | $68.3B | 5.17% | |
| 9 | GOOGLALPHABET INC | 78,100 | $66.2B | 5.02% | |
| 10 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,045,651 | $62.0B | 4.69% | |
| 11 | UNPUNION PAC CORP | 563,115 | $59.6B | 4.52% | |
| 12 | MSFTMICROSOFT CORP | 905,000 | $59.6B | 4.52% | |
| 13 | WFCWELLS FARGO & CO NEW | 1,032,200 | $57.5B | 4.35% | |
| 14 | SSNCSS&C TECHNOLOGIES HLDGS INC | 1,606,815 | $56.9B | 4.31% | |
| 15 | CHTRCHARTER COMMUNICATIONS INC N | 172,658 | $56.5B | 4.28% | |
| 16 | ADNTADIENT PLC | 725,500 | $52.7B | 3.99% | |
| 17 | WMBWILLIAMS COS INC DEL | 1,685,000 | $49.9B | 3.78% | |
| 18 | FMCF M C CORP | 685,000 | $47.7B | 3.61% | |
| 19 | TMUST MOBILE US INC | 609,300 | $39.4B | 2.98% | |
| 20 | —COMPUTER SCIENCES CORP | 455,000 | $31.4B | 2.38% | |
| 21 | FISFIDELITY NATL INFORMATION SV | 349,733 | $27.8B | 2.11% | |
| 22 | —CARDCONNECT CORP | 1,920,000 | $25.3B | 1.92% |