0001172661-15-001565.txt : 20150814 0001172661-15-001565.hdr.sgml : 20150814 20150814083835 ACCESSION NUMBER: 0001172661-15-001565 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150630 FILED AS OF DATE: 20150814 DATE AS OF CHANGE: 20150814 EFFECTIVENESS DATE: 20150814 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: 151052677 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 06-30-2015 06-30-2015 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 08-14-2015 0 23 1023851 INFORMATION TABLE 2 infotable.xml BAIDU INC SPON ADR REP A 056752108 58072 291700 SH SOLE 291700 0 0 BANK NEW YORK MELLON CORP COM 064058100 20355 485000 SH SOLE 485000 0 0 CANADIAN PAC RY LTD COM 13645T100 39763 248304 SH SOLE 248304 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 34798 203200 SH SOLE 203200 0 0 CHENIERE ENERGY INC COM NEW 16411R208 45421 655800 SH SOLE 655800 0 0 DOLLAR TREE INC COM 256746108 44732 566300 SH SOLE 566300 0 0 DYNEGY INC NEW DEL COM 26817R108 41895 1432300 SH SOLE 1432300 0 0 GLOBAL PMTS INC COM 37940X102 34330 331855 SH SOLE 331855 0 0 GOOGLE INC CL C 38259P706 48035 92284 SH SOLE 92284 0 0 KAR AUCTION SVCS INC COM 48238T109 52442 1402200 SH SOLE 1402200 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 45906 906700 SH SOLE 906700 0 0 LITHIA MTRS INC CL A 536797103 40008 353550 SH SOLE 353550 0 0 MCDONALDS CORP COM 580135101 44227 465200 SH SOLE 465200 0 0 MCGRAW HILL FINL INC COM 580645109 47011 468000 SH SOLE 468000 0 0 MOHAWK INDS INC COM 608190104 52988 277567 SH SOLE 277567 0 0 MONSANTO CO NEW COM 61166W101 50138 470384 SH SOLE 470384 0 0 PTC INC COM 69370C100 51891 1265016 SH SOLE 1265016 0 0 SBA COMMUNICATIONS CORP COM 78388J106 48517 422000 SH SOLE 422000 0 0 SEMGROUP CORP CL A 81663A105 45900 577500 SH SOLE 577500 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 65900 1054400 SH SOLE 1054400 0 0 TIME WARNER CABLE INC COM 88732J207 39643 222500 SH SOLE 222500 0 0 UNITED CONTL HLDGS INC COM 910047109 39468 744547 SH SOLE 744547 0 0 WEBSTER FINL CORP CONN COM 947890109 32411 819496 SH SOLE 819496 0 0