0001172661-16-003360.txt : 20160516 0001172661-16-003360.hdr.sgml : 20160516 20160516090644 ACCESSION NUMBER: 0001172661-16-003360 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160516 DATE AS OF CHANGE: 20160516 EFFECTIVENESS DATE: 20160516 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: 161650974 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 03-31-2016 03-31-2016 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 05-16-2016 0 25 1056676 INFORMATION TABLE 2 infotable.xml ALLIANCE DATA SYSTEMS CORP COM 018581108 35156 159800 SH SOLE 159800 0 0 ALPHABET INC CAP STK CL C 02079K107 30170 40500 SH SOLE 40500 0 0 ALPHABET INC CAP STK CL A 02079K305 35322 46300 SH SOLE 46300 0 0 AUTODESK INC COM 052769106 34248 587342 SH SOLE 587342 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 65394 323046 SH SOLE 323046 0 0 COCA COLA ENTERPRISES INC NE COM 19122T109 39026 769141 SH SOLE 769141 0 0 CONOCOPHILLIPS COM 20825C104 27585 685000 SH Put SOLE 685000 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 33614 388600 SH SOLE 388600 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 79138 1250000 SH SOLE 1250000 0 0 GLOBAL PMTS INC COM 37940X102 47016 720000 SH SOLE 720000 0 0 IHS INC CL A 451734107 17631 142000 SH SOLE 142000 0 0 KAR AUCTION SVCS INC COM 48238T109 42579 1116400 SH SOLE 1116400 0 0 LIBERTY GLOBAL PLC SHS CL A G5480U104 26534 689200 SH SOLE 689200 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 21462 571400 SH SOLE 571400 0 0 LITHIA MTRS INC CL A 536797103 32709 374547 SH SOLE 374547 0 0 MARKIT LTD SHS G58249106 29402 831750 SH SOLE 831750 0 0 MCDONALDS CORP COM 580135101 33733 268400 SH SOLE 268400 0 0 MCGRAW HILL FINL INC COM 580645109 43066 435100 SH SOLE 435100 0 0 MOHAWK INDS INC COM 608190104 62716 328530 SH SOLE 328530 0 0 MONSANTO CO NEW COM 61166W101 57609 656592 SH SOLE 656592 0 0 NETFLIX INC COM 64110L106 40943 400500 SH SOLE 400500 0 0 NEWELL RUBBERMAID INC COM 651229106 76843 1735000 SH SOLE 1735000 0 0 PTC INC COM 69370C100 54263 1636409 SH SOLE 1636409 0 0 SEMGROUP CORP CL A 81663A105 34219 1527637 SH SOLE 1527637 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 56298 887700 SH SOLE 887700 0 0