0001172661-20-002201.txt : 20201116
0001172661-20-002201.hdr.sgml : 20201116
20201116114922
ACCESSION NUMBER: 0001172661-20-002201
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20200930
FILED AS OF DATE: 20201116
DATE AS OF CHANGE: 20201116
EFFECTIVENESS DATE: 20201116
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: 201314745
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
09-30-2020
09-30-2020
false
Palestra Capital Management LLC
888 7th Avenue
23rd 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
11-16-2020
0
29
4297494
INFORMATION TABLE
2
infotable.xml
AGILENT TECHNOLOGIES INC
COM
00846U101
194277
1924678
SH
SOLE
1924678
0
0
ALIBABA GROUP HLDG LTD
SPONSORED ADS
01609W102
166022
564740
SH
SOLE
564740
0
0
ALPHABET INC
CAP STK CL A
02079K305
229413
156532
SH
SOLE
156532
0
0
ALTICE USA INC
CL A
02156K103
283946
10921008
SH
SOLE
10921008
0
0
AMAZON COM INC
COM
023135106
116109
36875
SH
SOLE
36875
0
0
ANAPLAN INC
COM
03272L108
138079
2206445
SH
SOLE
2206445
0
0
AVANTOR INC
COM
05352A100
153832
6840000
SH
SOLE
6840000
0
0
BOOKING HOLDINGS INC
COM
09857L108
100554
58780
SH
SOLE
58780
0
0
CARMAX INC
COM
143130102
181034
1969685
SH
SOLE
1969685
0
0
CHARTER COMMUNICATIONS INC N
CL A
16119P108
30205
48379
SH
SOLE
48379
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
223586
1179810
SH
SOLE
1179810
0
0
CSX CORP
COM
126408103
178851
2302700
SH
SOLE
2302700
0
0
DISH NETWORK CORPORATION
CL A
25470M109
40642
1400000
SH
Call
SOLE
1400000
0
0
DISH NETWORK CORPORATION
CL A
25470M109
248156
8548245
SH
SOLE
8548245
0
0
ENTEGRIS INC
COM
29362U104
128450
1727877
SH
SOLE
1727877
0
0
EXPEDIA GROUP INC
COM NEW
30212P303
95890
1045810
SH
SOLE
1045810
0
0
FIDELITY NATL INFORMATION SV
COM
31620M106
241009
1637178
SH
SOLE
1637178
0
0
FLEETCOR TECHNOLOGIES INC
COM
339041105
169317
711118
SH
SOLE
711118
0
0
GLOBAL PMTS INC
COM
37940X102
134407
756883
SH
SOLE
756883
0
0
L BRANDS INC
COM
501797104
42474
1335247
SH
SOLE
1335247
0
0
L3HARRIS TECHNOLOGIES INC
COM
502431109
45210
266194
SH
SOLE
266194
0
0
LIBERTY BROADBAND CORP
COM SER C
530307305
47787
334480
SH
SOLE
334480
0
0
MICROSOFT CORP
COM
594918104
277388
1318825
SH
SOLE
1318825
0
0
NUANCE COMMUNICATIONS INC
COM
67020Y100
184124
5547560
SH
SOLE
5547560
0
0
OUTFRONT MEDIA INC
COM
69007J106
78632
5404288
SH
SOLE
5404288
0
0
SQUARE INC
CL A
852234103
109290
672345
SH
SOLE
672345
0
0
TAIWAN SEMICONDUCTOR MFG LTD
SPONSORED ADS
874039100
114124
1407718
SH
SOLE
1407718
0
0
TRANSUNION
COM
89400J107
188103
2235865
SH
SOLE
2235865
0
0
UBER TECHNOLOGIES INC
COM
90353T100
156583
4292304
SH
SOLE
4292304
0
0