News + Filings Holdings
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Palestra Capital Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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PERFORMANCE FOOD GROUP CO
| PFGC | COM | 1,805,557 | 1,805,557 | 108,766,754,000 | 108,766,754,000 | 5.37 | |
Hist
| 06/30/2023 |
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Salesforce, Inc.
| CRM | Common | 504,268 | 504,268 | 106,531,658,000 | 106,531,658,000 | 5.26 | |
Hist
| 06/30/2023 |
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INTUIT INC.
| INTU | Common | 205,278 | 205,278 | 94,056,327,000 | 94,056,327,000 | 4.65 | 0.07 |
Hist
| 06/30/2023 |
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SAIA INC
| SAIA | Common | 255,663 | 255,663 | 87,541,568,000 | 87,541,568,000 | 4.32 | 0.96 |
Hist
| 06/30/2023 |
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GENERAL ELECTRIC CO
| GE | Stock | 781,307 | 781,307 | 85,826,574,000 | 85,826,574,000 | 4.24 | 0.07 |
Hist
| 06/30/2023 |
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CSX CORP
| CSX | Common | 2,408,108 | 2,408,108 | 82,116,483,000 | 82,116,483,000 | 4.06 | |
Hist
| 06/30/2023 |
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PROGRESSIVE CORP/OH/
| PGR | Common | 612,483 | 612,483 | 81,074,375,000 | 81,074,375,000 | 4.00 | 0.10 |
Hist
| 06/30/2023 |
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TransUnion
| TRU | COM | 883,404 | 883,404 | 69,197,035,000 | 69,197,035,000 | 3.42 | 0.46 |
Hist
| 06/30/2023 |
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EQUIFAX INC
| EFX | Common | 279,740 | 279,740 | 65,822,822,000 | 65,822,822,000 | 3.25 | 0.23 |
Hist
| 06/30/2023 |
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WORLD WRESTLING ENTERTAINMENTINC
| WWE | CLA | 601,457 | 601,457 | 65,240,041,000 | 65,240,041,000 | 3.22 | |
Hist
| 06/30/2023 |
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Haleon plc
| HLN | Common | 7,418,956 | 7,418,956 | 62,170,851,000 | 62,170,851,000 | 3.07 | |
Hist
| 06/30/2023 |
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LENNAR CORP /NEW/
| LEN | CL A | 465,000 | 465,000 | 58,269,150,000 | 58,269,150,000 | 2.88 | |
Hist
| 06/30/2023 |
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ALLSTATE CORP
| ALL | Common | 496,076 | 496,076 | 54,092,127,000 | 54,092,127,000 | 2.67 | |
Hist
| 06/30/2023 |
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | SPONSORED ADS | 499,509 | 499,509 | 50,410,448,000 | 50,410,448,000 | 2.49 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 115,980 | 115,980 | 49,061,860,000 | 49,061,860,000 | 2.42 | 0.00 |
Hist
| 06/30/2023 |
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NETFLIX INC
| NFLX | Common | 70,000 | 70,000 | 30,834,300,000 | 30,834,300,000 | 1.52 | 0.02 |
Hist
| 06/30/2023 |
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ATI INC
| ATI | Common | 233,312 | 233,312 | 10,319,390,000 | 10,319,390,000 | 0.51 | 0.18 |
Hist
| 06/30/2023 |
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Lumen Technologies, Inc.
| LUMN | Stock | 735,000 | 735,000 | 1,661,100,000 | 1,661,100,000 | 0.08 | 0.07 |
Hist
| 06/30/2023 |
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