0001172661-15-002010.txt : 20151116 0001172661-15-002010.hdr.sgml : 20151116 20151116084819 ACCESSION NUMBER: 0001172661-15-002010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150930 FILED AS OF DATE: 20151116 DATE AS OF CHANGE: 20151116 EFFECTIVENESS DATE: 20151116 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: 151231813 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 09-30-2015 09-30-2015 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 11-16-2015 0 24 1037251 INFORMATION TABLE 2 infotable.xml AIR PRODS & CHEMS INC COM 009158106 50394 395000 SH SOLE 395000 0 0 AIRGAS INC COM 009363102 20546 230000 SH SOLE 230000 0 0 AMAZON COM INC COM 023135106 33119 64700 SH SOLE 64700 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 45352 257900 SH SOLE 257900 0 0 DOLLAR TREE INC COM 256746108 58081 871300 SH SOLE 871300 0 0 DYNEGY INC NEW DEL COM 26817R108 41181 1992300 SH SOLE 1992300 0 0 GLOBAL PMTS INC COM 37940X102 43179 376355 SH SOLE 376355 0 0 GOOGLE INC CL A 38259P508 1915 3000 SH SOLE 3000 0 0 GOOGLE INC CL C 38259P706 70455 115800 SH SOLE 115800 0 0 KAR AUCTION SVCS INC COM 48238T109 54642 1539200 SH SOLE 1539200 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 3263 76000 SH SOLE 76000 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 47202 1150700 SH SOLE 1150700 0 0 LITHIA MTRS INC CL A 536797103 33725 311954 SH SOLE 311954 0 0 MCDONALDS CORP COM 580135101 54310 551200 SH SOLE 551200 0 0 MCGRAW HILL FINL INC COM 580645109 58388 675000 SH SOLE 675000 0 0 MOHAWK INDS INC COM 608190104 62275 342567 SH SOLE 342567 0 0 MONSANTO CO NEW COM 61166W101 49530 580384 SH SOLE 580384 0 0 PTC INC COM 69370C100 42785 1347977 SH SOLE 1347977 0 0 SBA COMMUNICATIONS CORP COM 78388J106 56141 536000 SH SOLE 536000 0 0 SEMGROUP CORP CL A 81663A105 27161 628141 SH SOLE 628141 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 58651 837400 SH SOLE 837400 0 0 UNITED CONTL HLDGS INC COM 910047109 36846 694547 SH SOLE 694547 0 0 VULCAN MATLS CO COM 929160109 55527 622500 SH SOLE 622500 0 0 WEBSTER FINL CORP CONN COM 947890109 32583 914496 SH SOLE 914496 0 0