0001172661-20-001326.txt : 20200515 0001172661-20-001326.hdr.sgml : 20200515 20200515124945 ACCESSION NUMBER: 0001172661-20-001326 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200515 DATE AS OF CHANGE: 20200515 EFFECTIVENESS DATE: 20200515 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: 20882918 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 03-31-2020 03-31-2020 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 05-15-2020 0 26 3085984 INFORMATION TABLE 2 infotable.xml ADVANCE AUTO PARTS INC COM 00751Y106 26469 283638 SH SOLE 283638 0 0 AGILENT TECHNOLOGIES INC COM 00846U101 48676 679636 SH SOLE 679636 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 67096 345000 SH SOLE 345000 0 0 ALLY FINL INC COM 02005N100 22270 1543288 SH SOLE 1543288 0 0 ALPHABET INC CAP STK CL A 02079K305 155440 133775 SH SOLE 133775 0 0 ALTICE USA INC CL A 02156K103 197058 8840624 SH SOLE 8840624 0 0 AMAZON COM INC COM 023135106 213424 109464 SH SOLE 109464 0 0 ANAPLAN INC COM 03272L108 37825 1250000 SH SOLE 1250000 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 229165 525235 SH SOLE 525235 0 0 CONSTELLATION BRANDS INC CL A 21036P108 95962 669380 SH SOLE 669380 0 0 CSX CORP COM 126408103 177510 3097900 SH SOLE 3097900 0 0 DOLLAR TREE INC COM 256746108 150153 2043735 SH SOLE 2043735 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 235427 1935438 SH SOLE 1935438 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 131208 703377 SH SOLE 703377 0 0 GLOBAL PMTS INC COM 37940X102 117587 815275 SH SOLE 815275 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 222669 1236225 SH SOLE 1236225 0 0 LOWES COS INC COM 548661107 182040 2115515 SH SOLE 2115515 0 0 MICROSOFT CORP COM 594918104 199404 1264370 SH SOLE 1264370 0 0 NEW YORK TIMES CO CL A 650111107 156040 5081083 SH SOLE 5081083 0 0 NIKE INC CL B 654106103 47989 580000 SH SOLE 580000 0 0 NORFOLK SOUTHERN CORP COM 655844108 95420 653559 SH SOLE 653559 0 0 O REILLY AUTOMOTIVE INC NEW COM 67103H107 46663 155000 SH SOLE 155000 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 71253 1780000 SH SOLE 1780000 0 0 T MOBILE US INC COM 872590104 65023 775000 SH SOLE 775000 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 63456 535000 SH SOLE 535000 0 0 WEX INC COM 96208T104 30757 294181 SH SOLE 294181 0 0