0001172661-14-001430.txt : 20140814 0001172661-14-001430.hdr.sgml : 20140814 20140814085344 ACCESSION NUMBER: 0001172661-14-001430 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140814 DATE AS OF CHANGE: 20140814 EFFECTIVENESS DATE: 20140814 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: 141039658 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 06-30-2014 06-30-2014 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 08-14-2014 0 31 1212177 INFORMATION TABLE 2 infotable.xml ADVANCE AUTO PARTS INC COM 00751Y106 54643 405000 SH Call SOLE 405000 0 0 ADVANCE AUTO PARTS INC COM 00751Y106 51546 382052 SH SOLE 382052 0 0 ALLEGION PUB LTD CO ORD SHS G0176J109 48468 855120 SH SOLE 855120 0 0 AMERICAN AIRLS GROUP INC COM 02376R102 38704 900920 SH SOLE 900920 0 0 ANADARKO PETE CORP COM 032511107 47565 434500 SH SOLE 434500 0 0 ANADARKO PETE CORP COM 032511107 60209 550000 SH Call SOLE 550000 0 0 ASBURY AUTOMOTIVE GROUP INC COM 043436104 36659 533300 SH SOLE 533300 0 0 BAIDU INC SPON ADR REP A 056752108 34522 184800 SH SOLE 184800 0 0 BLOCK H & R INC COM 093671105 31421 937388 SH SOLE 937388 0 0 C H ROBINSON WORLDWIDE INC COM NEW 12541W209 10206 160000 SH Call SOLE 160000 0 0 CADENCE DESIGN SYSTEM INC COM 127387108 37943 2169400 SH SOLE 2169400 0 0 CANADIAN PAC RY LTD COM 13645T100 45987 253796 SH SOLE 253796 0 0 COMCAST CORP NEW CL A 20030N101 39129 728932 SH SOLE 728932 0 0 CONSTELLATION BRANDS INC CL A 21036P108 44611 506200 SH SOLE 506200 0 0 CROWN CASTLE INTL CORP COM 228227104 40440 544577 SH SOLE 544577 0 0 GNC HLDGS INC COM CL A 36191G107 29623 868700 SH SOLE 868700 0 0 GOOGLE INC CL A 38259P508 13903 23779 SH SOLE 23779 0 0 GOOGLE INC CL C 38259P706 25422 44191 SH SOLE 44191 0 0 GROUP 1 AUTOMOTIVE INC COM 398905109 28227 334800 SH SOLE 334800 0 0 HUNTSMAN CORP COM 447011107 33538 1193540 SH SOLE 1193540 0 0 KAR AUCTION SVCS INC COM 48238T109 26122 819635 SH SOLE 819635 0 0 LPL FINL HLDGS INC COM 50212V100 41652 837400 SH SOLE 837400 0 0 MCGRAW HILL FINL INC COM 580645109 67437 812200 SH SOLE 812200 0 0 MICRON TECHNOLOGY INC COM 595112103 47640 1445815 SH SOLE 1445815 0 0 MOHAWK INDS INC COM 608190104 37186 268800 SH SOLE 268800 0 0 MONSANTO CO NEW COM 61166W101 56306 451384 SH SOLE 451384 0 0 POPULAR INC COM NEW 733174700 40334 1180037 SH SOLE 1180037 0 0 SEMGROUP CORP CL A 81663A105 58202 738139 SH SOLE 738139 0 0 THE ADT CORPORATION COM 00101J106 10482 300000 SH Call SOLE 300000 0 0 TWENTY FIRST CENTY FOX INC CL B 90130A200 34783 1016145 SH SOLE 1016145 0 0 ZEBRA TECHNOLOGIES CORP CL A 989207105 39267 477000 SH SOLE 477000 0 0