Q4 2024 · 13F-HR
Palestra Capital Management LLCholdings as filed
Filed 2025-02-14 · accession 0001172661-25-001248
$3.65B
Reported value
36
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $256.5M | 7.03% | 438,062 | Common | SOLE |
| 79466L302 | CRM | SALESFORCE INC | $188.9M | 5.18% | 564,950 | Common | SOLE |
| 806407102 | HSIC | HENRY SCHEIN INC | $183.0M | 5.01% | 2,644,336 | Common | SOLE |
| G8068L108 | SN | SHARKNINJA INC | $173.4M | 4.75% | 1,780,785 | Common | SOLE |
| G3643J108 | FLUT | FLUTTER ENTMT PLC | $173.3M | 4.75% | 670,695 | Common | SOLE |
| 461202103 | INTU | INTUIT | $170.6M | 4.67% | 271,440 | Common | SOLE |
| 69370C100 | PTC | PTC INC | $168.2M | 4.61% | 914,948 | Common | SOLE |
| 71377A103 | PFGC | PERFORMANCE FOOD GROUP CO | $167.7M | 4.60% | 1,983,377 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $164.1M | 4.50% | 807,016 | Common | SOLE |
| 14040H105 | COF | CAPITAL ONE FINL CORP | $160.7M | 4.40% | 901,359 | Common | SOLE |
| 743315103 | PGR | PROGRESSIVE CORP | $143.4M | 3.93% | 598,554 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $142.4M | 3.90% | 752,488 | Common | SOLE |
| G25508105 | CRH | CRH PLC | $135.2M | 3.70% | 1,460,956 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $125.8M | 3.45% | 298,553 | Common | SOLE |
| 03769M106 | APO | APOLLO GLOBAL MGMT INC | $117.7M | 3.22% | 712,457 | Common | SOLE |
| 910047109 | UAL | UNITED AIRLS HLDGS INC | $112.2M | 3.07% | 1,154,997 | Common | SOLE |
| 92826C839 | V | VISA INC | $108.4M | 2.97% | 343,053 | Common | SOLE |
| 50212V100 | LPLA | LPL FINL HLDGS INC | $107.2M | 2.94% | 328,286 | Common | SOLE |
| 43300A203 | HLT | HILTON WORLDWIDE HLDGS INC | $100.0M | 2.74% | 404,413 | Common | SOLE |
| 538034109 | LYV | LIVE NATION ENTERTAINMENT IN | $91.7M | 2.51% | 707,731 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $89.7M | 2.46% | 408,896 | Common | SOLE |
| 369604301 | GE | GE AEROSPACE | $84.0M | 2.30% | 503,737 | Common | SOLE |
| 550241103 | LUMN | LUMEN TECHNOLOGIES INC | $59.3M | 1.62% | 11,167,585 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $59.3M | 1.62% | 362,644 | Common | SOLE |
| 929160109 | VMC | VULCAN MATLS CO | $54.7M | 1.50% | 212,800 | Common | SOLE |
| 247361702 | DAL | DELTA AIR LINES INC DEL | $52.2M | 1.43% | 862,974 | Common | SOLE |
| 36828A101 | GEV | GE VERNOVA INC | $41.4M | 1.14% | 125,934 | Common | SOLE |
| 256163106 | DOCU | DOCUSIGN INC | $38.8M | 1.06% | 431,000 | Common | SOLE |
| 16119P108 | CHTR | CHARTER COMMUNICATIONS INC N | $37.1M | 1.02% | 108,200 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $35.2M | 0.96% | 261,777 | Common | SOLE |
| 546347105 | LPX | LOUISIANA PAC CORP | $34.5M | 0.95% | 333,373 | Common | SOLE |
| 09857L108 | BKNG | BOOKING HOLDINGS INC | $23.1M | 0.63% | 4,659 | Common | SOLE |
| 256746108 | DLTR | DOLLAR TREE INC | $16.8M | 0.46% | 223,700 | Common | SOLE |
| 278768106 | SATS | ECHOSTAR CORP | $16.4M | 0.45% | 717,139 | Common | SOLE |
| 92556H206 | 0VVB | PARAMOUNT GLOBAL | $13.6M | 0.37% | 1,298,000 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $2.9M | 0.08% | 28,156 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.