Palestra Capital Management LLC Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$3.4T
Holdings
25
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | OPTUALTICE USA INC | 9,286,286 | $226.1B | 6.57% | |
| 2 | CMCSACOMCAST CORP NEW | 4,486,285 | $189.7B | 5.51% | |
| 3 | FLT1EURFLEETCOR TECHNOLOGIES INC | 665,495 | $186.9B | 5.43% | |
| 4 | BABOEING CO | 508,205 | $185.0B | 5.38% | |
| 5 | UNPUNION PACIFIC CORP | 1,058,095 | $178.9B | 5.20% | |
| 6 | MSFTMICROSOFT CORP | 1,319,380 | $176.7B | 5.14% | |
| 7 | DISDISNEY WALT CO | 1,207,525 | $168.6B | 4.90% | |
| 8 | NSCNORFOLK SOUTHERN CORP | 802,883 | $160.0B | 4.65% | |
| 9 | WPWORLDPAY INC | 1,293,330 | $158.5B | 4.61% | |
| 10 | LOWLOWES COS INC | 1,479,145 | $149.3B | 4.34% | |
| 11 | ADBEADOBE INC | 501,360 | $147.7B | 4.29% | |
| 12 | VMCVULCAN MATLS CO | 1,038,420 | $142.6B | 4.14% | |
| 13 | BKIEURBLACK KNIGHT INC | 2,232,025 | $134.3B | 3.90% | |
| 14 | —IHS MARKIT LTD | 2,045,075 | $130.3B | 3.79% | |
| 15 | NYTNEW YORK TIMES CO | 3,701,533 | $120.7B | 3.51% | |
| 16 | KMXCARMAX INC | 1,371,800 | $119.1B | 3.46% | |
| 17 | RCLROYAL CARIBBEAN CRUISES LTD | 877,380 | $106.3B | 3.09% | |
| 18 | USFDUS FOODS HLDG CORP | 2,953,932 | $105.6B | 3.07% | |
| 19 | TMUST MOBILE US INC | 1,422,646 | $105.5B | 3.06% | |
| 20 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 924,990 | $105.0B | 3.05% | |
| 21 | FISFIDELITY NATL INFORMATION SV | 843,420 | $103.5B | 3.01% | |
| 22 | VVISA INC | 534,833 | $92.8B | 2.70% | |
| 23 | GRA1EURGRACE W R & CO DEL NEW | 1,214,198 | $92.4B | 2.69% | |
| 24 | HLTHILTON WORLDWIDE HLDGS INC | 903,580 | $88.3B | 2.57% | |
| 25 | QSRRESTAURANT BRANDS INTL INC | 971,455 | $67.6B | 1.96% |