Palestra Capital Management LLC Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$4.0T
Holdings
25
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | OPTUALTICE USA INC | 10,671,905 | $240.5B | 6.03% | |
| 2 | FISFIDELITY NATL INFORMATION SV | 1,775,228 | $238.0B | 5.97% | |
| 3 | DISHDISH NETWORK CORPORATION | 6,849,090 | $236.4B | 5.93% | Call |
| 4 | CHTRCHARTER COMMUNICATIONS INC N | 441,393 | $225.1B | 5.64% | |
| 5 | STZCONSTELLATION BRANDS INC | 1,280,065 | $223.9B | 5.61% | |
| 6 | MSFTMICROSOFT CORP | 986,585 | $200.8B | 5.03% | |
| 7 | CSXCSX CORP | 2,708,770 | $188.9B | 4.74% | |
| 8 | UBERUBER TECHNOLOGIES INC | 6,002,639 | $186.6B | 4.68% | |
| 9 | LHXL3HARRIS TECHNOLOGIES INC | 1,076,065 | $182.6B | 4.58% | |
| 10 | DLTRDOLLAR TREE INC | 1,948,970 | $180.6B | 4.53% | |
| 11 | FLT1EURFLEETCOR TECHNOLOGIES INC | 706,142 | $177.6B | 4.45% | |
| 12 | GOOGLALPHABET INC | 115,826 | $164.2B | 4.12% | |
| 13 | VRSNVERISIGN INC | 792,380 | $163.9B | 4.11% | |
| 14 | LOWLOWES COS INC | 1,210,770 | $163.6B | 4.10% | |
| 15 | AMZNAMAZON COM INC | 52,175 | $143.9B | 3.61% | |
| 16 | NYTNEW YORK TIMES CO | 3,108,231 | $130.6B | 3.27% | |
| 17 | AG8AGILENT TECHNOLOGIES INC | 1,455,851 | $128.7B | 3.23% | |
| 18 | MUMICRON TECHNOLOGY INC | 2,419,545 | $124.7B | 3.12% | |
| 19 | ORLYOREILLY AUTOMOTIVE INC | 254,765 | $107.4B | 2.69% | |
| 20 | NUANEURNUANCE COMMUNICATIONS INC | 4,205,635 | $106.4B | 2.67% | |
| 21 | TRUTRANSUNION | 1,209,965 | $105.3B | 2.64% | |
| 22 | RTXRAYTHEON TECHNOLOGIES CORP | 1,663,500 | $102.5B | 2.57% | |
| 23 | GPNGLOBAL PMTS INC | 575,265 | $97.6B | 2.45% | |
| 24 | ALLYALLY FINL INC | 4,578,225 | $90.8B | 2.28% | |
| 25 | IAA-WUSDIAA INC | 2,032,210 | $78.4B | 1.96% |