0001172661-14-000573.txt : 20140214 0001172661-14-000573.hdr.sgml : 20140214 20140214075120 ACCESSION NUMBER: 0001172661-14-000573 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20131231 FILED AS OF DATE: 20140214 DATE AS OF CHANGE: 20140214 EFFECTIVENESS DATE: 20140214 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: 14610515 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 12-31-2013 12-31-2013 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 02-14-2014 0 27 486509 INFORMATION TABLE 2 infotable.xml ALLEGION PUB LTD CO ORD SHS G0176J109 18892 427528 SH SOLE 427528 0 0 AON PLC SHS CL A G0408V102 21065 251108 SH SOLE 251108 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 13129 225000 SH Call SOLE 225000 0 0 CAPITAL ONE FINL CORP COM 14040H105 18386 240000 SH SOLE 240000 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 4376 32000 SH SOLE 32000 0 0 COMCAST CORP NEW CL A 20030N101 12336 237400 SH SOLE 237400 0 0 CONSTELLATION BRANDS INC CL A 21036P108 24950 354500 SH SOLE 354500 0 0 CORELOGIC INC COM 21871D103 20806 585600 SH SOLE 585600 0 0 CROWN CASTLE INTL CORP COM 228227104 21596 294100 SH SOLE 294100 0 0 EBAY INC COM 278642103 11473 209111 SH SOLE 209111 0 0 FACEBOOK INC CL A 30303M102 10689 195600 SH SOLE 195600 0 0 GOOGLE INC CL A 38259P508 18677 16665 SH SOLE 16665 0 0 HERBALIFE LTD COM USD SHS G4412G101 16716 212400 SH SOLE 212400 0 0 HUNTSMAN CORP COM 447011107 29847 1213279 SH SOLE 1213279 0 0 KAR AUCTION SVCS INC COM 48238T109 38095 1289166 SH SOLE 1289166 0 0 LOWES COS INC COM 548661107 21594 435800 SH SOLE 435800 0 0 MCGRAW HILL FINL INC COM 580645109 26932 344400 SH SOLE 344400 0 0 MICRON TECHNOLOGY INC COM 595112103 12417 570900 SH SOLE 570900 0 0 MICRON TECHNOLOGY INC COM 595112103 2066 95000 SH Call SOLE 95000 0 0 MONSANTO CO NEW COM 61166W101 23013 197450 SH SOLE 197450 0 0 NEXSTAR BROADCASTING GROUP I CL A 65336K103 10403 186673 SH SOLE 186673 0 0 SEMGROUP CORP CL A 81663A105 30067 460939 SH SOLE 460939 0 0 TARGA RES CORP COM 87612G101 12908 146400 SH SOLE 146400 0 0 TILE SHOP HLDGS INC COM 88677Q109 15071 834053 SH SOLE 834053 0 0 TIME WARNER CABLE INC COM 88732J207 12717 93850 SH SOLE 93850 0 0 TWENTY FIRST CENTY FOX INC CL A 90130A101 21440 609600 SH SOLE 609600 0 0 XPO LOGISTICS INC COM 983793100 16848 640850 SH SOLE 640850 0 0