13F-HR filed by Palestra Capital Management LLC
Palestra Capital Management LLC filed this 13F-HR for the quarter ended 2013-06-30, filed 2013-08-14, with 21 holding rows worth $241,080,000.
- Accession
- 0001172661-13-001166
- Filer
- CIK 1568788
- Filed
- 2013-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2013
A holdings report, 21 entries on the cover page, a total value of $241,080,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $241,080,000 with VALUE read as thousands by filing date, 13F file number 028-15289. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| OPENLANE INC | 48238T109 | COM | 880,000 | $20,126,000 | thousands by filing date | |
| CBS CORP NEW | 124857202 | CL B | 333,511 | $16,299,000 | thousands by filing date | |
| B/E AEROSPACE INC | 073302101 | COM | 255,300 | $16,104,000 | thousands by filing date | |
| OWENS CORNING NEW | 690742101 | COM | 402,700 | $15,738,000 | thousands by filing date | |
| LIBERTY GLOBAL PLC | G5480U120 | SHS CL C | 221,300 | $15,024,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 25,550 | $14,678,000 | thousands by filing date | |
| SEMGROUP CORP | 81663A105 | CL A | 265,700 | $14,311,000 | thousands by filing date | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 202,300 | $12,706,000 | thousands by filing date | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 235,900 | $11,896,000 | thousands by filing date | |
| Anywhere Real Estate Inc | 75605Y106 | Common Stock | 234,600 | $11,270,000 | thousands by filing date | |
| Mondelez International,Inc. Class A | 609207105 | COM | 381,600 | $10,887,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 92,400 | $9,465,000 | thousands by filing date | |
| Qualcomm Incorporated | 747525103 | COM | 154,200 | $9,420,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 51,100 | $9,339,000 | thousands by filing date | |
| Equinix, Inc. | 29444U502 | EQIX | 49,450 | $9,134,000 | thousands by filing date | |
| AON PLC | G0408V102 | SHS CL A | 140,000 | $9,009,000 | thousands by filing date | |
| CHARTER COMMUNICATION - A | 16117M305 | COM | 68,350 | $8,465,000 | thousands by filing date | |
| HUNTSMAN CORP | 447011107 | COM | 485,000 | $8,032,000 | thousands by filing date | |
| CEMEX SAB DE CV SPON ADR NEW | 151290889 | ADR | 696,150 | $7,365,000 | thousands by filing date | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 46,649 | $7,313,000 | thousands by filing date | |
| TIME WARNER CABLE INC | 88732J207 | COM | 40,000 | $4,499,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-13-001166 | this filing | 2013-08-14 | acceptance time not in the bulk data set |