Palestra Capital Management LLC Q4 2017 Filing
Filed February 14, 2018
Portfolio Value
$1.8T
Holdings
21
Report Date
Q4 2017
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CMCSACOMCAST CORP NEW | 4,290,326 | $171.8B | 9.63% | |
| 2 | —DOWDUPONT INC | 2,067,700 | $147.3B | 8.25% | |
| 3 | TMUST MOBILE US INC | 1,772,184 | $112.6B | 6.31% | |
| 4 | GOOGLALPHABET INC | 102,000 | $107.4B | 6.02% | |
| 5 | FLT1EURFLEETCOR TECHNOLOGIES INC | 530,200 | $102.0B | 5.72% | |
| 6 | MSFTMICROSOFT CORP | 1,126,300 | $96.3B | 5.40% | |
| 7 | MHKMOHAWK INDS INC | 330,686 | $91.2B | 5.11% | |
| 8 | MGMMGM RESORTS INTERNATIONAL | 2,670,000 | $89.2B | 5.00% | |
| 9 | PTCPTC INC | 1,376,629 | $83.7B | 4.69% | |
| 10 | NBISYANDEX N V | 2,504,000 | $82.0B | 4.60% | |
| 11 | UNVREURUNIVAR INC | 2,476,282 | $76.7B | 4.30% | |
| 12 | METAFACEBOOK INC | 412,000 | $72.7B | 4.07% | |
| 13 | HLTHILTON WORLDWIDE HLDGS INC | 905,500 | $72.3B | 4.05% | |
| 14 | FDCFIRST DATA CORP NEW | 4,143,528 | $69.2B | 3.88% | |
| 15 | BABOEING CO | 225,000 | $66.4B | 3.72% | |
| 16 | —VANTIV INC | 885,900 | $65.2B | 3.65% | |
| 17 | AVGOBROADCOM LTD | 250,000 | $64.2B | 3.60% | |
| 18 | ADSKAUTODESK INC | 573,000 | $60.1B | 3.37% | |
| 19 | QSRRESTAURANT BRANDS INTL INC | 962,909 | $59.2B | 3.32% | |
| 20 | NUENUCOR CORP | 865,000 | $55.0B | 3.08% | |
| 21 | EEFTEURONET WORLDWIDE INC | 475,000 | $40.0B | 2.24% |