Palestra Capital Management LLC Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$2.1T
Holdings
19
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TMUST MOBILE US INC | 3,417,000 | $217.4B | 10.43% | |
| 2 | GOOGLALPHABET INC | 200,900 | $209.9B | 10.08% | |
| 3 | FDCFIRST DATA CORP NEW | 10,240,000 | $173.2B | 8.31% | |
| 4 | MSFTMICROSOFT CORP | 1,584,600 | $160.9B | 7.73% | |
| 5 | FLT1EURFLEETCOR TECHNOLOGIES INC | 830,700 | $154.3B | 7.40% | |
| 6 | HLTHILTON WORLDWIDE HLDGS INC | 1,898,500 | $136.3B | 6.54% | |
| 7 | WPWORLDPAY INC | 1,753,000 | $134.0B | 6.43% | |
| 8 | CMCSACOMCAST CORP NEW | 3,877,500 | $132.0B | 6.34% | |
| 9 | CPRTCOPART INC | 2,635,785 | $125.9B | 6.04% | |
| 10 | —IHS MARKIT LTD | 2,370,500 | $113.7B | 5.46% | |
| 11 | SHWSHERWIN WILLIAMS CO | 268,200 | $105.5B | 5.06% | |
| 12 | SSNCSS&C TECHNOLOGIES HLDGS INC | 2,310,500 | $104.2B | 5.00% | |
| 13 | NSCNORFOLK SOUTHERN CORP | 627,800 | $93.9B | 4.51% | |
| 14 | PTCPTC INC | 1,004,955 | $83.3B | 4.00% | |
| 15 | BABOEING CO | 221,000 | $71.3B | 3.42% | |
| 16 | UNPUNION PAC CORP | 477,200 | $66.0B | 3.17% | |
| 17 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 6,300 | $649.0M | 0.03% | |
| 18 | RJFRAYMOND JAMES FINANCIAL INC | 7,500 | $558.0M | 0.03% | |
| 19 | MGMMGM RESORTS INTERNATIONAL | 17,000 | $412.0M | 0.02% |