0001172661-15-001135.txt : 20150515 0001172661-15-001135.hdr.sgml : 20150515 20150515073028 ACCESSION NUMBER: 0001172661-15-001135 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20150331 FILED AS OF DATE: 20150515 DATE AS OF CHANGE: 20150515 EFFECTIVENESS DATE: 20150515 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: 15865473 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 03-31-2015 03-31-2015 false Palestra Capital Management LLC
1330 Avenue Of The Americas 21st Floor New York NY 10019
13F HOLDINGS REPORT 028-15289 N
John Rogers Chief Financial Officer 212-291-7485 /s/ John Rogers New York NY 05-15-2015 0 28 1137593
INFORMATION TABLE 2 infotable.xml ADVANCE AUTO PARTS INC COM 00751Y106 35009 233880 SH SOLE 233880 0 0 BAIDU INC SPON ADR REP A 056752108 36928 177200 SH SOLE 177200 0 0 BROOKDALE SR LIVING INC COM 112463104 11913 315500 SH SOLE 315500 0 0 CANADIAN PAC RY LTD COM 13645T100 39879 217804 SH SOLE 217804 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 41886 216900 SH SOLE 216900 0 0 CHENIERE ENERGY INC COM NEW 16411R208 32307 417400 SH SOLE 417400 0 0 DOLLAR TREE INC COM 256746108 46691 575400 SH SOLE 575400 0 0 DYNEGY INC NEW DEL COM 26817R108 31430 1000000 SH SOLE 1000000 0 0 GLOBAL PMTS INC COM 37940X102 39725 433305 SH SOLE 433305 0 0 GOOGLE INC CL C 38259P706 36898 67332 SH SOLE 67332 0 0 KAR AUCTION SVCS INC COM 48238T109 54041 1424750 SH SOLE 1424750 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 16778 296428 SH SOLE 296428 0 0 LIBERTY GLOBAL PLC SHS CL C G5480U120 52535 1054700 SH SOLE 1054700 0 0 LITHIA MTRS INC CL A 536797103 58438 587850 SH SOLE 587850 0 0 LPL FINL HLDGS INC COM 50212V100 49863 1136861 SH SOLE 1136861 0 0 MCDONALDS CORP COM 580135101 39327 403600 SH SOLE 403600 0 0 MCGRAW HILL FINL INC COM 580645109 49167 475500 SH SOLE 475500 0 0 MICRON TECHNOLOGY INC COM 595112103 27483 1013020 SH SOLE 1013020 0 0 MOHAWK INDS INC COM 608190104 57316 308567 SH SOLE 308567 0 0 MONSANTO CO NEW COM 61166W101 60252 535384 SH SOLE 535384 0 0 ROCK-TENN CO CL A 772739207 38474 596500 SH SOLE 596500 0 0 SABRE CORP COM 78573M104 36236 1491196 SH SOLE 1491196 0 0 SBA COMMUNICATIONS CORP COM 78388J106 52051 444500 SH SOLE 444500 0 0 SEALED AIR CORP NEW COM 81211K100 33077 726007 SH SOLE 726007 0 0 SEMGROUP CORP CL A 81663A105 45664 561400 SH SOLE 561400 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 47186 757400 SH SOLE 757400 0 0 TESORO CORP COM 881609101 21003 230066 SH SOLE 230066 0 0 UNITED CONTL HLDGS INC COM 910047109 46036 684547 SH SOLE 684547 0 0