0001172661-13-001463.txt : 20131114 0001172661-13-001463.hdr.sgml : 20131114 20131114071820 ACCESSION NUMBER: 0001172661-13-001463 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20130930 FILED AS OF DATE: 20131114 DATE AS OF CHANGE: 20131114 EFFECTIVENESS DATE: 20131114 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: 131216763 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 09-30-2013 09-30-2013 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 11-14-2013 0 28 368992 INFORMATION TABLE 2 infotable.xml AON PLC SHS CL A G0408V102 15491 208100 SH SOLE 208100 0 0 BANK OF AMERICA CORPORATION COM 060505104 11443 829200 SH SOLE 829200 0 0 CAPITAL ONE FINL CORP COM 14040H105 14380 209200 SH SOLE 209200 0 0 CBS CORP NEW CL B 124857202 13062 236811 SH SOLE 236811 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 9521 70650 SH SOLE 70650 0 0 CONSTELLATION BRANDS INC CL A 21036P108 16686 290700 SH SOLE 290700 0 0 CROWN CASTLE INTL CORP COM 228227104 17768 243300 SH SOLE 243300 0 0 DOLLAR GEN CORP NEW COM 256677105 13917 246500 SH SOLE 246500 0 0 GOOGLE INC CL A 38259P508 15232 17390 SH SOLE 17390 0 0 HERBALIFE LTD COM USD SHS G4412G101 8247 118200 SH SOLE 118200 0 0 HUNTSMAN CORP COM 447011107 18761 910300 SH SOLE 910300 0 0 INGERSOLL-RAND PLC SHS G47791101 15638 240800 SH SOLE 240800 0 0 KAR AUCTION SVCS INC COM 48238T109 24441 866400 SH SOLE 866400 0 0 LINKEDIN CORP COM CL A 53578A108 8932 36300 SH SOLE 36300 0 0 LOGITECH INTL S A SHS H50430232 885 100000 SH Call SOLE 100000 0 0 LOWES COS INC COM 548661107 21977 461600 SH SOLE 461600 0 0 MASONITE INTL CORP NEW COM 575385109 9448 193100 SH SOLE 193100 0 0 MASTERCARD INC CL A 57636Q104 15121 22475 SH SOLE 22475 0 0 MCGRAW HILL FINL INC COM 580645109 12757 194500 SH SOLE 194500 0 0 MONDELEZ INTL INC CL A 609207105 14897 474100 SH SOLE 474100 0 0 NEXSTAR BROADCASTING GROUP I CL A 65336K103 8091 181800 SH SOLE 181800 0 0 PAYCHEX INC COM 704326107 6502 160000 SH Call SOLE 160000 0 0 PITNEY BOWES INC COM 724479100 3183 175000 SH Call SOLE 175000 0 0 REALOGY HLDGS CORP COM 75605Y106 12248 284700 SH SOLE 284700 0 0 SEMGROUP CORP CL A 81663A105 18013 315900 SH SOLE 315900 0 0 TIME WARNER CABLE INC COM 88732J207 17493 156750 SH SOLE 156750 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 13679 408200 SH SOLE 408200 0 0 VISA INC COM CL A 92826C839 11179 58500 SH SOLE 58500 0 0