Palestra Capital Management LLC Q2 2017 Filing
Filed August 14, 2017
Portfolio Value
$1.3T
Holdings
23
Report Date
Q2 2017
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | FLT1EURFLEETCOR TECHNOLOGIES INC | 706,500 | $101.9B | 7.83% | |
| 2 | MHKMOHAWK INDS INC | 319,616 | $77.2B | 5.94% | |
| 3 | FMCF M C CORP | 1,021,505 | $74.6B | 5.74% | |
| 4 | PTCPTC INC | 1,347,000 | $74.2B | 5.71% | |
| 5 | PXGBXPRAXAIR INC | 560,000 | $74.2B | 5.71% | |
| 6 | TMUST MOBILE US INC | 1,211,300 | $73.4B | 5.64% | |
| 7 | VVISA INC | 755,000 | $70.8B | 5.44% | |
| 8 | WMTWAL-MART STORES INC | 910,000 | $68.9B | 5.29% | |
| 9 | HLTHILTON WORLDWIDE HLDGS INC | 1,100,000 | $68.0B | 5.23% | |
| 10 | FDCFIRST DATA CORP NEW | 3,731,128 | $67.9B | 5.22% | |
| 11 | GOOGLALPHABET INC | 72,800 | $67.7B | 5.20% | |
| 12 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 900,051 | $66.0B | 5.08% | |
| 13 | CHTRCHARTER COMMUNICATIONS INC N | 188,658 | $63.5B | 4.88% | |
| 14 | —VANTIV INC | 995,000 | $63.0B | 4.84% | |
| 15 | QSRRESTAURANT BRANDS INTL INC | 999,309 | $62.5B | 4.80% | |
| 16 | MSFTMICROSOFT CORP | 750,000 | $51.7B | 3.97% | |
| 17 | UNVREURUNIVAR INC | 1,475,000 | $43.1B | 3.31% | |
| 18 | RNGRINGCENTRAL INC | 1,178,310 | $43.1B | 3.31% | |
| 19 | —DOW CHEM CO | 680,000 | $42.9B | 3.30% | |
| 20 | SSNCSS&C TECHNOLOGIES HLDGS INC | 996,815 | $38.3B | 2.94% | |
| 21 | —CARDCONNECT CORP | 320,000 | $4.8B | 0.37% | |
| 22 | CLGXCORELOGIC INC | 55,000 | $2.4B | 0.18% | |
| 23 | SNAPSNAP INC | 40,000 | $711.0M | 0.05% |