PALESTRA CAPITAL MANAGEMENT LLC

CIK: 0001568788

Securities

Total Securities Securities Added Securities Removed Average Holding Period
24.00 5 5 4

Securities

Market Value Previous Market Value Change In Market Value Change In Market Value (%)
2.01B 1.89B 119.09M 6.29 %

Securities

Performance Performance 1 Year Performance 3 Years Performance 5 Years Performance Since Inception
286.14M 719.45M 125.05M 1.61B 1.93B

LUMN

Inst. Shares Owned: 11.17M

---.--

---.-- (--.--%)

T

Inst. Shares Owned: 2.48M

---.--

---.-- (--.--%)

CRH.L

Inst. Shares Owned: 2.10M

---.--

---.-- (--.--%)

DISH

Inst. Shares Owned: 2.04M

---.--

---.-- (--.--%)

PFGC

Inst. Shares Owned: 1.40M

---.--

---.-- (--.--%)

AER

Inst. Shares Owned: 1.02M

---.--

---.-- (--.--%)

GNE

Inst. Shares Owned: 850.93K

---.--

---.-- (--.--%)

PGR

Inst. Shares Owned: 842.15K

---.--

---.-- (--.--%)

PTC

Inst. Shares Owned: 777.31K

---.--

---.-- (--.--%)

DFS

Inst. Shares Owned: 732.82K

---.--

---.-- (--.--%)

AMZN

Inst. Shares Owned: 683.15K

---.--

---.-- (--.--%)

GOOGL

Inst. Shares Owned: 670.98K

---.--

---.-- (--.--%)

ALL

Inst. Shares Owned: 596.95K

---.--

---.-- (--.--%)

TSM

Inst. Shares Owned: 513.35K

---.--

---.-- (--.--%)

CRM

Inst. Shares Owned: 494.49K

---.--

---.-- (--.--%)

HLT

Inst. Shares Owned: 433.52K

---.--

---.-- (--.--%)

VMC

Inst. Shares Owned: 432.05K

---.--

---.-- (--.--%)

V

Inst. Shares Owned: 414.84K

---.--

---.-- (--.--%)

STZ

Inst. Shares Owned: 344.14K

---.--

---.-- (--.--%)

MSFT

Inst. Shares Owned: 318.18K

---.--

---.-- (--.--%)

META

Inst. Shares Owned: 239.73K

---.--

---.-- (--.--%)

DLTR

Inst. Shares Owned: 223.70K

---.--

---.-- (--.--%)

INTU

Inst. Shares Owned: 95.37K

---.--

---.-- (--.--%)

CHTR

Inst. Shares Owned: 81.70K

---.--

---.-- (--.--%)