0001172661-20-000758.txt : 20200214 0001172661-20-000758.hdr.sgml : 20200214 20200214144553 ACCESSION NUMBER: 0001172661-20-000758 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20191231 FILED AS OF DATE: 20200214 DATE AS OF CHANGE: 20200214 EFFECTIVENESS DATE: 20200214 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: 20618245 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 12-31-2019 12-31-2019 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 02-14-2020 0 23 3362085 INFORMATION TABLE 2 infotable.xml ADOBE INC COM 00724F101 144842 439169 SH SOLE 439169 0 0 ALPHABET INC CAP STK CL A 02079K305 144654 108000 SH SOLE 108000 0 0 ALTICE USA INC CL A 02156K103 153376 5609954 SH SOLE 5609954 0 0 BOEING CO COM 097023105 218259 670000 SH Call SOLE 670000 0 0 BOEING CO COM 097023105 118902 365000 SH SOLE 365000 0 0 CARMAX INC COM 143130102 125508 1431594 SH SOLE 1431594 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 130147 268300 SH SOLE 268300 0 0 DISNEY WALT CO COM DISNEY 254687106 127941 884610 SH SOLE 884610 0 0 DOLLAR TREE INC COM 256746108 138705 1474805 SH SOLE 1474805 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 269318 1936283 SH SOLE 1936283 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 188109 653792 SH SOLE 653792 0 0 GLOBAL PMTS INC COM 37940X102 144405 791000 SH SOLE 791000 0 0 L3HARRIS TECHNOLOGIES INC COM 502431109 136901 691875 SH SOLE 691875 0 0 LOWES COS INC COM 548661107 149359 1247150 SH SOLE 1247150 0 0 MICROSOFT CORP COM 594918104 137338 870880 SH SOLE 870880 0 0 NEW YORK TIMES CO CL A 650111107 96084 2986773 SH SOLE 2986773 0 0 NORFOLK SOUTHERN CORP COM 655844108 146225 753234 SH SOLE 753234 0 0 PERFORMANCE FOOD GROUP CO COM 71377A103 104247 2025000 SH SOLE 2025000 0 0 RAYTHEON CO COM NEW 755111507 170742 777020 SH SOLE 777020 0 0 ROYAL CARIBBEAN CRUISES LTD COM V7780T103 96261 721000 SH SOLE 721000 0 0 SALESFORCE COM INC COM 79466L302 152609 938325 SH SOLE 938325 0 0 UBER TECHNOLOGIES INC COM 90353T100 116871 3929765 SH SOLE 3929765 0 0 VULCAN MATLS CO COM 929160109 151282 1050645 SH SOLE 1050645 0 0