13F HOLDINGS REPORT
Palestra Capital Management LLC
Quarter ended Q4 2025 · Filed February 17, 2026 · Accession 0001172661-26-001099
Total Value
$2.83B
Positions
29
Other Managers
0
Confidential Omitted
No
Holdings (29)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HENRY SCHEIN INC | HSIC | 2,382,837 | $180.1M | 6.37% |
| 2 | AMAZON COM INC | AMZN | 752,542 | $173.7M | 6.14% |
| 3 | LINDE PLC | LIN | 401,494 | $171.2M | 6.05% |
| 4 | VISA INC | V | 476,442 | $167.1M | 5.91% |
| 5 | UNION PAC CORP | UNP | 687,298 | $159.0M | 5.62% |
| 6 | NU HLDGS LTD | NU | 9,180,592 | $153.7M | 5.43% |
| 7 | DANAHER CORPORATION | 235851102 | 662,517 | $151.7M | 5.36% |
| 8 | CLEAN HARBORS INC | CLH | 569,991 | $133.7M | 4.72% |
| 9 | ACUITY INC | AYI | 370,529 | $133.4M | 4.72% |
| 10 | META PLATFORMS INC | META | 191,932 | $126.7M | 4.48% |
| 11 | CARVANA CO | CVNA | 292,552 | $123.5M | 4.36% |
| 12 | CARPENTER TECHNOLOGY CORP | CRS | 367,701 | $115.8M | 4.09% |
| 13 | SALESFORCE INC | CRM | 423,522 | $112.2M | 3.97% |
| 14 | ALPHABET INC | GOOG | 345,865 | $108.3M | 3.83% |
| 15 | COMCAST CORP NEW | CCZ | 3,476,179 | $103.9M | 3.67% |
| 16 | LUMEN TECHNOLOGIES INC | LUMN | 11,167,585 | $86.8M | 3.07% |
| 17 | APPLOVIN CORP | APP | 125,779 | $84.8M | 3.00% |
| 18 | CRH PLC | CRH | 674,483 | $84.2M | 2.98% |
| 19 | CAPITAL ONE FINL CORP | 14040H105 | 340,394 | $82.5M | 2.92% |
| 20 | MICROSOFT CORP | MSFT | 147,424 | $71.3M | 2.52% |
| 21 | PRIMO BRANDS CORPORATION | PRMB | 3,997,498 | $65.4M | 2.31% |
| 22 | INFOSYS LTD | INFY | 2,709,445 | $48.3M | 1.71% |
| 23 | UNITED AIRLS HLDGS INC | UNTCW | 412,889 | $46.2M | 1.63% |
| 24 | PTC INC | PTC | 234,407 | $40.8M | 1.44% |
| 25 | NVIDIA CORPORATION | NVDA | 204,136 | $38.1M | 1.35% |
| 26 | DOLLAR TREE INC | DLTR | 223,700 | $27.5M | 0.97% |
| 27 | PROCORE TECHNOLOGIES INC | PCOR | 250,000 | $18.2M | 0.64% |
| 28 | PRIMO BRANDS CORPORATION | PRMB | 1,022,400 | $16.7M | 0.59% |
| 29 | PARAMOUNT SKYDANCE CORP | PSKY | 323,000 | $4.3M | 0.15% |