0001172661-19-000685.txt : 20190214 0001172661-19-000685.hdr.sgml : 20190214 20190214123457 ACCESSION NUMBER: 0001172661-19-000685 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20181231 FILED AS OF DATE: 20190214 DATE AS OF CHANGE: 20190214 EFFECTIVENESS DATE: 20190214 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: 19603544 BUSINESS ADDRESS: STREET 1: 888 7TH AVENUE STREET 2: 23RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212-291-7480 MAIL ADDRESS: STREET 1: 888 7TH AVENUE STREET 2: 23RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001568788 XXXXXXXX 12-31-2018 12-31-2018 false Palestra Capital Management LLC

888 7th Avenue 23rd Floor New York NY 10019

13F HOLDINGS REPORT 028-15289 N John Rogers 212-291-7485 /s/ John Rogers New York NY 02-14-2019 0 19 2083445 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 209932 200900 SH SOLE 200900 0 0 BOEING CO COM 097023105 71273 221000 SH SOLE 221000 0 0 COMCAST CORP NEW CL A 20030N101 132029 3877500 SH SOLE 3877500 0 0 COPART INC COM 217204106 125938 2635785 SH SOLE 2635785 0 0 FIRST DATA CORP NEW COM CL A 32008D106 173158 10240000 SH SOLE 10240000 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 154278 830700 SH SOLE 830700 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 136312 1898500 SH SOLE 1898500 0 0 IHS MARKIT LTD SHS G47567105 113713 2370500 SH SOLE 2370500 0 0 MGM RESORTS INTERNATIONAL COM 552953101 412 17000 SH SOLE 17000 0 0 MICROSOFT CORP COM 594918104 160948 1584600 SH SOLE 1584600 0 0 NORFOLK SOUTHERN CORP COM 655844108 93881 627800 SH SOLE 627800 0 0 PTC INC COM 69370C100 83311 1004955 SH SOLE 1004955 0 0 RAYMOND JAMES FINANCIAL INC COM 754730109 558 7500 SH SOLE 7500 0 0 SHERWIN WILLIAMS CO COM 824348106 105526 268200 SH SOLE 268200 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 104227 2310500 SH SOLE 2310500 0 0 T MOBILE US INC COM 872590104 217355 3417000 SH SOLE 3417000 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 649 6300 SH SOLE 6300 0 0 UNION PAC CORP COM 907818108 65963 477200 SH SOLE 477200 0 0 WORLDPAY INC CL A 981558109 133982 1753000 SH SOLE 1753000 0 0