0001172661-17-001150.txt : 20170515 0001172661-17-001150.hdr.sgml : 20170515 20170515124137 ACCESSION NUMBER: 0001172661-17-001150 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170331 FILED AS OF DATE: 20170515 DATE AS OF CHANGE: 20170515 EFFECTIVENESS DATE: 20170515 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: 17842734 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 03-31-2017 03-31-2017 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 05-15-2017 0 22 1320052 INFORMATION TABLE 2 infotable.xml ADIENT PLC ORD SHS G0084W101 52722 725500 SH SOLE 725500 0 0 ALPHABET INC CAP STK CL A 02079K305 66213 78100 SH SOLE 78100 0 0 CARDCONNECT CORP COM 14141X108 25344 1920000 SH SOLE 1920000 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 56514 172658 SH SOLE 172658 0 0 COMPUTER SCIENCES CORP COM 205363104 31400 455000 SH SOLE 455000 0 0 F M C CORP COM NEW 302491303 47669 685000 SH SOLE 685000 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 27846 349733 SH SOLE 349733 0 0 FIRST DATA CORP NEW COM CL A 32008D106 73720 4756128 SH SOLE 4756128 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 73444 485000 SH SOLE 485000 0 0 MICROSOFT CORP COM 594918104 59603 905000 SH SOLE 905000 0 0 MOHAWK INDS INC COM 608190104 78971 344116 SH SOLE 344116 0 0 PRAXAIR INC COM 74005P104 100810 850000 SH SOLE 850000 0 0 PTC INC COM 69370C100 83426 1587549 SH SOLE 1587549 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 68282 1225000 SH SOLE 1225000 0 0 SHERWIN WILLIAMS CO COM 824348106 73825 238000 SH SOLE 238000 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 56881 1606815 SH SOLE 1606815 0 0 T MOBILE US INC COM 872590104 39355 609300 SH SOLE 609300 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 61976 1045651 SH SOLE 1045651 0 0 UNION PAC CORP COM 907818108 59645 563115 SH SOLE 563115 0 0 VISA INC COM CL A 92826C839 75095 845000 SH SOLE 845000 0 0 WELLS FARGO & CO NEW COM 949746101 57452 1032200 SH SOLE 1032200 0 0 WILLIAMS COS INC DEL COM 969457100 49859 1685000 SH SOLE 1685000 0 0