0001172661-18-000656.txt : 20180214 0001172661-18-000656.hdr.sgml : 20180214 20180214101737 ACCESSION NUMBER: 0001172661-18-000656 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20171231 FILED AS OF DATE: 20180214 DATE AS OF CHANGE: 20180214 EFFECTIVENESS DATE: 20180214 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: 18608344 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 12-31-2017 12-31-2017 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 02-14-2018 0 21 1784459 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 107447 102000 SH SOLE 102000 0 0 AUTODESK INC COM 052769106 60068 573000 SH SOLE 573000 0 0 BOEING CO COM 097023105 66355 225000 SH SOLE 225000 0 0 BROADCOM LTD SHS Y09827109 64225 250000 SH SOLE 250000 0 0 COMCAST CORP NEW CL A 20030N101 171828 4290326 SH SOLE 4290326 0 0 DOWDUPONT INC COM 26078J100 147262 2067700 SH SOLE 2067700 0 0 EURONET WORLDWIDE INC COM 298736109 40028 475000 SH SOLE 475000 0 0 FACEBOOK INC CL A 30303M102 72702 412000 SH SOLE 412000 0 0 FIRST DATA CORP NEW COM CL A 32008D106 69238 4143528 SH SOLE 4143528 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 102026 530200 SH SOLE 530200 0 0 HILTON WORLDWIDE HLDGS INC COM 43300A203 72313 905500 SH SOLE 905500 0 0 MGM RESORTS INTERNATIONAL COM 552953101 89151 2670000 SH SOLE 2670000 0 0 MICROSOFT CORP COM 594918104 96344 1126300 SH SOLE 1126300 0 0 MOHAWK INDS INC COM 608190104 91236 330686 SH SOLE 330686 0 0 NUCOR CORP COM 670346105 54997 865000 SH SOLE 865000 0 0 PTC INC COM 69370C100 83658 1376629 SH SOLE 1376629 0 0 RESTAURANT BRANDS INTL INC COM 76131D103 59200 962909 SH SOLE 962909 0 0 T MOBILE US INC COM 872590104 112551 1772184 SH SOLE 1772184 0 0 UNIVAR INC COM 91336L107 76666 2476282 SH SOLE 2476282 0 0 VANTIV INC CL A 92210H105 65158 885900 SH SOLE 885900 0 0 YANDEX N V SHS CLASS A N97284108 82006 2504000 SH SOLE 2504000 0 0