0001172661-17-001646.txt : 20170814 0001172661-17-001646.hdr.sgml : 20170814 20170814085621 ACCESSION NUMBER: 0001172661-17-001646 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20170630 FILED AS OF DATE: 20170814 DATE AS OF CHANGE: 20170814 EFFECTIVENESS DATE: 20170814 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: 171027463 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 06-30-2017 06-30-2017 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 08-14-2017 0 23 1300992 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 67681 72800 SH SOLE 72800 0 0 CARDCONNECT CORP COM 14141X108 4816 320000 SH SOLE 320000 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 63549 188658 SH SOLE 188658 0 0 CORELOGIC INC COM 21871D103 2386 55000 SH SOLE 55000 0 0 DOW CHEM CO COM 260543103 42888 680000 SH SOLE 680000 0 0 F M C CORP COM NEW 302491303 74621 1021505 SH SOLE 1021505 0 0 FIRST DATA CORP NEW COM CL A 32008D106 67907 3731128 SH SOLE 3731128 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 101884 706500 SH SOLE 706500 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 68035 1100000 SH SOLE 1100000 0 0 MICROSOFT CORP COM 594918104 51698 750000 SH SOLE 750000 0 0 MOHAWK INDS INC COM 608190104 77248 319616 SH SOLE 319616 0 0 PRAXAIR INC COM 74005P104 74228 560000 SH SOLE 560000 0 0 PTC INC COM 69370C100 74247 1347000 SH SOLE 1347000 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 62497 999309 SH SOLE 999309 0 0 RINGCENTRAL INC CL A 76680R206 43067 1178310 SH SOLE 1178310 0 0 SNAP INC CL A 83304A106 711 40000 SH SOLE 40000 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 38288 996815 SH SOLE 996815 0 0 T MOBILE US INC COM 872590104 73429 1211300 SH SOLE 1211300 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 66046 900051 SH SOLE 900051 0 0 UNIVAR INC COM 91336L107 43070 1475000 SH SOLE 1475000 0 0 VANTIV INC CL A 92210H105 63023 995000 SH SOLE 995000 0 0 VISA INC COM CL A 92826C839 70804 755000 SH SOLE 755000 0 0 WAL-MART STORES INC COM 931142103 68869 910000 SH SOLE 910000 0 0