13F HOLDINGS REPORT
Palestra Capital Management LLC
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001172661-24-005194
Total Value
$3.03B
Positions
36
Other Managers
0
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 384,001 | $219.8M | 7.25% |
| 2 | FLUTTER ENTMT PLC | G3643J108 | 869,609 | $206.3M | 6.81% |
| 3 | SALESFORCE INC | CRM | 700,048 | $191.6M | 6.32% |
| 4 | INTUIT | INTU | 270,430 | $167.9M | 5.54% |
| 5 | PERFORMANCE FOOD GROUP CO | PFGC | 1,861,039 | $145.8M | 4.81% |
| 6 | PTC INC | PTC | 782,258 | $141.3M | 4.66% |
| 7 | MICROSOFT CORP | MSFT | 310,111 | $133.4M | 4.40% |
| 8 | VISA INC | V | 457,249 | $125.7M | 4.15% |
| 9 | CARVANA CO | CVNA | 698,813 | $121.7M | 4.01% |
| 10 | CAPITAL ONE FINL CORP | 14040H105 | 802,722 | $120.2M | 3.96% |
| 11 | CRH PLC | CRH | 1,264,890 | $117.3M | 3.87% |
| 12 | AMAZON COM INC | AMZN | 575,315 | $107.2M | 3.54% |
| 13 | ALPHABET INC | GOOG | 638,834 | $106.0M | 3.49% |
| 14 | SHARKNINJA INC | SN | 970,825 | $105.5M | 3.48% |
| 15 | GE AEROSPACE | 369604301 | 503,737 | $95.0M | 3.13% |
| 16 | ALLSTATE CORP | ALL-PJ | 492,062 | $93.3M | 3.08% |
| 17 | HILTON WORLDWIDE HLDGS INC | HLT | 404,413 | $93.2M | 3.07% |
| 18 | LIVE NATION ENTERTAINMENT IN | LYV | 797,204 | $87.3M | 2.88% |
| 19 | LUMEN TECHNOLOGIES INC | LUMN | 11,167,585 | $79.3M | 2.62% |
| 20 | 3M CO | MMM | 539,523 | $73.8M | 2.43% |
| 21 | VISTRA CORP | VST | 537,745 | $63.7M | 2.10% |
| 22 | AERCAP HOLDINGS NV | AER | 668,817 | $63.4M | 2.09% |
| 23 | VULCAN MATLS CO | 929160109 | 212,800 | $53.3M | 1.76% |
| 24 | DELTA AIR LINES INC DEL | DAL | 931,190 | $47.3M | 1.56% |
| 25 | UNITED AIRLS HLDGS INC | UNTCW | 816,658 | $46.6M | 1.54% |
| 26 | NVIDIA CORPORATION | NVDA | 339,002 | $41.2M | 1.36% |
| 27 | CHARTER COMMUNICATIONS INC N | 16119P108 | 108,200 | $35.1M | 1.16% |
| 28 | KRANESHARES TRUST | 500767306 | 995,924 | $33.9M | 1.12% |
| 29 | GE VERNOVA INC | GEV | 125,934 | $32.1M | 1.06% |
| 30 | BOOKING HOLDINGS INC | BKNG | 5,727 | $24.1M | 0.80% |
| 31 | ECHOSTAR CORP | SATS | 717,139 | $17.8M | 0.59% |
| 32 | DOLLAR TREE INC | DLTR | 223,700 | $15.7M | 0.52% |
| 33 | PARAMOUNT GLOBAL | 92556H206 | 1,298,000 | $13.8M | 0.45% |
| 34 | WORKDAY INC | WDAY | 24,464 | $6.0M | 0.20% |
| 35 | PROGRESSIVE CORP | 743315103 | 17,113 | $4.3M | 0.14% |
| 36 | TRANSUNION | TRU | 18,556 | $1.9M | 0.06% |