Palestra Capital Management LLC Q3 2018 Filing
Filed November 14, 2018
Portfolio Value
$2.2T
Holdings
19
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMUST MOBILE US INC | 2,813,000 | $197.4B | 9.14% | |
| 2 | MSFTMICROSOFT CORP | 1,448,000 | $165.6B | 7.67% | |
| 3 | CMCSACOMCAST CORP NEW | 4,445,584 | $157.4B | 7.29% | |
| 4 | GOOGLALPHABET INC | 129,941 | $156.8B | 7.26% | |
| 5 | BABAALIBABA GROUP HLDG LTD | 948,000 | $156.2B | 7.23% | |
| 6 | NSCNORFOLK SOUTHERN CORP | 749,000 | $135.2B | 6.26% | |
| 7 | HLTHILTON WORLDWIDE HLDGS INC | 1,540,000 | $124.4B | 5.76% | |
| 8 | SSNCSS&C TECHNOLOGIES HLDGS INC | 2,085,000 | $118.5B | 5.49% | |
| 9 | FDCFIRST DATA CORP NEW | 4,770,000 | $116.7B | 5.40% | |
| 10 | —IHS MARKIT LTD | 2,048,000 | $110.5B | 5.12% | |
| 11 | TIFEURTIFFANY & CO NEW | 846,000 | $109.1B | 5.05% | |
| 12 | RJFRAYMOND JAMES FINANCIAL INC | 1,170,000 | $107.7B | 4.99% | |
| 13 | SPOTSPOTIFY TECHNOLOGY S A | 548,000 | $99.1B | 4.59% | |
| 14 | MGMMGM RESORTS INTERNATIONAL | 3,138,000 | $87.6B | 4.05% | |
| 15 | WYNNWYNN RESORTS LTD | 632,000 | $80.3B | 3.72% | |
| 16 | MHKMOHAWK INDS INC | 455,000 | $79.8B | 3.69% | |
| 17 | PTCPTC INC | 650,412 | $69.1B | 3.20% | |
| 18 | PAGSPAGSEGURO DIGITAL LTD | 2,348,000 | $65.0B | 3.01% | |
| 19 | GPNGLOBAL PMTS INC | 186,165 | $23.7B | 1.10% |