13F HOLDINGS REPORT
Palestra Capital Management LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001172661-25-002360
Total Value
$2.54B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HENRY SCHEIN INC | HSIC | 3,999,490 | $273.9M | 10.79% |
| 2 | META PLATFORMS INC | META | 433,324 | $249.8M | 9.84% |
| 3 | PTC INC | PTC | 1,113,417 | $172.5M | 6.79% |
| 4 | FLUTTER ENTMT PLC | G3643J108 | 724,691 | $160.6M | 6.32% |
| 5 | CAPITAL ONE FINL CORP | 14040H105 | 850,672 | $152.5M | 6.01% |
| 6 | CARVANA CO | CVNA | 691,959 | $144.7M | 5.70% |
| 7 | PERFORMANCE FOOD GROUP CO | PFGC | 1,792,500 | $140.9M | 5.55% |
| 8 | INTUIT | INTU | 228,971 | $140.6M | 5.54% |
| 9 | SALESFORCE INC | CRM | 499,781 | $134.1M | 5.28% |
| 10 | LPL FINL HLDGS INC | 50212V100 | 399,210 | $130.6M | 5.14% |
| 11 | CRH PLC | CRH | 1,389,394 | $122.2M | 4.81% |
| 12 | SHARKNINJA INC | SN | 1,403,388 | $117.1M | 4.61% |
| 13 | VISA INC | V | 320,034 | $112.2M | 4.42% |
| 14 | HILTON WORLDWIDE HLDGS INC | HLT | 404,413 | $92.0M | 3.62% |
| 15 | LOUISIANA PAC CORP | LPX | 911,621 | $83.9M | 3.30% |
| 16 | APOLLO GLOBAL MGMT INC | 03769M106 | 470,278 | $64.4M | 2.54% |
| 17 | HENRY SCHEIN INC | HSIC | 850,000 | $58.2M | 2.29% |
| 18 | MICROSOFT CORP | MSFT | 146,047 | $54.8M | 2.16% |
| 19 | ANSYS INC | 03662Q105 | 109,571 | $34.7M | 1.37% |
| 20 | SYNOPSYS INC | SNPS | 78,408 | $33.6M | 1.32% |
| 21 | DOLLAR TREE INC | DLTR | 223,700 | $16.8M | 0.66% |
| 22 | PARAMOUNT GLOBAL | 92556H206 | 1,298,000 | $15.5M | 0.61% |
| 23 | LUMEN TECHNOLOGIES INC | LUMN | 3,750,000 | $14.7M | 0.58% |
| 24 | ECHOSTAR CORP | SATS | 360,000 | $9.2M | 0.36% |
| 25 | PROGRESSIVE CORP | 743315103 | 18,775 | $5.3M | 0.21% |
| 26 | LIVE NATION ENTERTAINMENT IN | LYV | 32,654 | $4.3M | 0.17% |