Palestra Capital Management LLC Q3 2017 Filing
Filed November 14, 2017
Portfolio Value
$1.6T
Holdings
23
Report Date
Q3 2017
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CMCSACOMCAST CORP NEW | 3,107,000 | $119.6B | 7.41% | |
| 2 | —DOWDUPONT INC | 1,427,700 | $98.8B | 6.13% | |
| 3 | QSRRESTAURANT BRANDS INTL INC | 1,449,909 | $92.6B | 5.74% | |
| 4 | FLT1EURFLEETCOR TECHNOLOGIES INC | 580,200 | $89.8B | 5.57% | |
| 5 | MHKMOHAWK INDS INC | 351,686 | $87.0B | 5.40% | |
| 6 | PTCPTC INC | 1,538,200 | $86.6B | 5.37% | |
| 7 | MSFTMICROSOFT CORP | 1,135,000 | $84.5B | 5.24% | |
| 8 | GOOGLALPHABET INC | 86,430 | $84.2B | 5.22% | |
| 9 | HLTHILTON WORLDWIDE HLDGS INC | 1,151,500 | $80.0B | 4.96% | |
| 10 | PXGBXPRAXAIR INC | 554,900 | $77.5B | 4.81% | |
| 11 | —VANTIV INC | 1,060,900 | $74.8B | 4.64% | |
| 12 | UNVREURUNIVAR INC | 2,521,182 | $72.9B | 4.52% | |
| 13 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 702,636 | $71.8B | 4.45% | |
| 14 | MGMMGM RESORTS INTERNATIONAL | 2,090,000 | $68.1B | 4.22% | |
| 15 | FMCF M C CORP | 728,609 | $65.1B | 4.04% | |
| 16 | FDCFIRST DATA CORP NEW | 3,603,528 | $65.0B | 4.03% | |
| 17 | TMUST MOBILE US INC | 968,884 | $59.7B | 3.70% | |
| 18 | CHTRCHARTER COMMUNICATIONS INC N | 124,000 | $45.1B | 2.79% | |
| 19 | NBISYANDEX N V | 1,360,000 | $44.8B | 2.78% | |
| 20 | UTXZUNITED TECHNOLOGIES CORP | 343,400 | $39.9B | 2.47% | |
| 21 | EBAEBAY INC | 1,005,700 | $38.7B | 2.40% | |
| 22 | USFDUS FOODS HLDG CORP | 1,400,000 | $37.4B | 2.32% | |
| 23 | —LENDINGCLUB CORP | 4,720,000 | $28.7B | 1.78% |