0001172661-13-001166.txt : 20130814 0001172661-13-001166.hdr.sgml : 20130814 20130814090025 ACCESSION NUMBER: 0001172661-13-001166 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130630 FILED AS OF DATE: 20130814 DATE AS OF CHANGE: 20130814 EFFECTIVENESS DATE: 20130814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Palestra Capital Management LLC CENTRAL INDEX KEY: 0001568788 IRS NUMBER: 352421252 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15289 FILM NUMBER: 131035128 BUSINESS ADDRESS: STREET 1: 1330 AVENUE OF THE AMERICAS STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212-291-7480 MAIL ADDRESS: STREET 1: 1330 AVENUE OF THE AMERICAS STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001568788 XXXXXXXX 06-30-2013 06-30-2013 false Palestra Capital Management LLC

1330 Avenue Of The Americas 21st Floor New York NY 10019

13F HOLDINGS REPORT 028-15289 N John Rogers 212-291-7485 /s/ John Rogers New York NY 08-14-2013 0 21 241080 INFORMATION TABLE 2 infotable.xml AON PLC SHS CL A G0408V102 9009 140000 SH SOLE 140000 0 0 B/E AEROSPACE INC COM 073302101 16104 255300 SH SOLE 255300 0 0 BOEING CO COM 097023105 9465 92400 SH SOLE 92400 0 0 CAPITAL ONE FINL CORP COM 14040H105 12706 202300 SH SOLE 202300 0 0 CBS CORP NEW CL B 124857202 16299 333511 SH SOLE 333511 0 0 CEMEX SAB DE CV SPON ADR NEW 151290889 7365 696150 SH SOLE 696150 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 8465 68350 SH SOLE 68350 0 0 DOLLAR GEN CORP NEW COM 256677105 11896 235900 SH SOLE 235900 0 0 EQUINIX INC COM NEW 29444U502 9134 49450 SH SOLE 49450 0 0 HUNTSMAN CORP COM 447011107 8032 485000 SH SOLE 485000 0 0 KAR AUCTION SVCS INC COM 48238T109 20126 880000 SH SOLE 880000 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 15024 221300 SH SOLE 221300 0 0 MASTERCARD INC CL A 57636Q104 14678 25550 SH SOLE 25550 0 0 MONDELEZ INTL INC CL A 609207105 10887 381600 SH SOLE 381600 0 0 OWENS CORNING NEW COM 690742101 15738 402700 SH SOLE 402700 0 0 QUALCOMM INC COM 747525103 9420 154200 SH SOLE 154200 0 0 REALOGY HLDGS CORP COM 75605Y106 11270 234600 SH SOLE 234600 0 0 SEMGROUP CORP CL A 81663A105 14311 265700 SH SOLE 265700 0 0 TIME WARNER CABLE INC COM 88732J207 4499 40000 SH SOLE 40000 0 0 TRANSDIGM GROUP INC COM 893641100 7313 46649 SH SOLE 46649 0 0 VISA INC COM CL A 92826C839 9339 51100 SH SOLE 51100 0 0