0001172661-19-002285.txt : 20191114 0001172661-19-002285.hdr.sgml : 20191114 20191114111645 ACCESSION NUMBER: 0001172661-19-002285 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191114 DATE AS OF CHANGE: 20191114 EFFECTIVENESS DATE: 20191114 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: 191217796 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 09-30-2019 09-30-2019 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 11-14-2019 0 22 3030748 INFORMATION TABLE 2 infotable.xml ADOBE INC COM 00724F101 150505 544814 SH SOLE 544814 0 0 ALTICE USA INC CL A 02156K103 196989 6868532 SH SOLE 6868532 0 0 ANAPLAN INC COM 03272L108 71480 1520856 SH SOLE 1520856 0 0 BLACK KNIGHT INC COM 09215C105 89251 1461701 SH SOLE 1461701 0 0 BOEING CO COM 097023105 140774 370000 SH Call SOLE 370000 0 0 BOEING CO COM 097023105 142726 375130 SH SOLE 375130 0 0 CARMAX INC COM 143130102 112540 1278865 SH SOLE 1278865 0 0 COMCAST CORP NEW CL A 20030N101 155036 3439135 SH SOLE 3439135 0 0 DISNEY WALT CO COM DISNEY 254687106 142033 1089875 SH SOLE 1089875 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 263191 1982458 SH SOLE 1982458 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 162646 567147 SH SOLE 567147 0 0 GLOBAL PMTS INC COM 37940X102 85594 538330 SH SOLE 538330 0 0 IHS MARKIT LTD SHS G47567105 94294 1409900 SH SOLE 1409900 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 118126 566170 SH SOLE 566170 0 0 LOWES COS INC COM 548661107 143582 1305770 SH SOLE 1305770 0 0 MICROSOFT CORP COM 594918104 160045 1151155 SH SOLE 1151155 0 0 NEW YORK TIMES CO CL A 650111107 86587 3040273 SH SOLE 3040273 0 0 NORFOLK SOUTHERN CORP COM 655844108 167443 931998 SH SOLE 931998 0 0 RAYTHEON CO COM NEW 755111507 177444 904450 SH SOLE 904450 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 138721 1280545 SH SOLE 1280545 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 98515 785982 SH SOLE 785982 0 0 VULCAN MATLS CO COM 929160109 133226 880890 SH SOLE 880890 0 0