0001172661-16-003809.txt : 20160815 0001172661-16-003809.hdr.sgml : 20160815 20160815071452 ACCESSION NUMBER: 0001172661-16-003809 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160630 FILED AS OF DATE: 20160815 DATE AS OF CHANGE: 20160815 EFFECTIVENESS DATE: 20160815 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: 161829979 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 06-30-2016 06-30-2016 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 08-15-2016 0 25 1245321 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 30037 43400 SH SOLE 43400 0 0 ALPHABET INC CAP STK CL A 02079K305 35388 50300 SH SOLE 50300 0 0 CDK GLOBAL INC COM 12508E101 26802 483000 SH SOLE 483000 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 80517 352158 SH SOLE 352158 0 0 COMPUTER SCIENCES CORP COM 205363104 41210 830000 SH SOLE 830000 0 0 CROWN CASTLE INTL CORP NEW COM 22822V101 56963 561600 SH SOLE 561600 0 0 DISH NETWORK CORP CL A 25470M109 37742 720272 SH SOLE 720272 0 0 EXPEDIA INC DEL COM NEW 30212P303 48690 458043 SH SOLE 458043 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 87532 1188000 SH SOLE 1188000 0 0 FIRST DATA CORP NEW COM CL A 32008D106 44652 4033600 SH SOLE 4033600 0 0 LIBERTY BROADBAND CORP COM SER C 530307305 17700 295000 SH SOLE 295000 0 0 LITHIA MTRS INC CL A 536797103 55672 783347 SH SOLE 783347 0 0 MICROSOFT CORP COM 594918104 47844 935000 SH SOLE 935000 0 0 MOHAWK INDS INC COM 608190104 65017 342630 SH SOLE 342630 0 0 MONSANTO CO NEW COM 61166W101 63498 614042 SH SOLE 614042 0 0 NEWELL BRANDS INC COM 651229106 92060 1895400 SH SOLE 1895400 0 0 PTC INC COM 69370C100 63413 1687422 SH SOLE 1687422 0 0 QUINTILES TRANSNATIO HLDGS I COM 74876Y101 54216 830000 SH SOLE 830000 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 34528 830000 SH SOLE 830000 0 0 SEMGROUP CORP CL A 81663A105 40273 1236898 SH SOLE 1236898 0 0 SHERWIN WILLIAMS CO COM 824348106 50599 172300 SH SOLE 172300 0 0 SS&C TECHNOLOGIES HLDGS INC COM 78467J100 39295 1399400 SH SOLE 1399400 0 0 STARBUCKS CORP COM 855244109 37128 650000 SH Put SOLE 650000 0 0 T MOBILE US INC COM 872590104 35265 815000 SH SOLE 815000 0 0 WILLIAMS COS INC DEL COM 969457100 59280 2740643 SH SOLE 2740643 0 0