13F-HR filed by Palestra Capital Management LLC
Palestra Capital Management LLC filed this 13F-HR for the quarter ended 2013-12-31, filed 2014-02-14, with 27 holding rows worth $486,509,000.
- Accession
- 0001172661-14-000573
- Filer
- CIK 1568788
- Filed
- 2014-02-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2013
A holdings report, 27 entries on the cover page, a total value of $486,509,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $486,509,000 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 | 1,289,166 | $38,095,000 | thousands by filing date | |
| SEMGROUP CORP | 81663A105 | CL A | 460,939 | $30,067,000 | thousands by filing date | |
| HUNTSMAN CORP | 447011107 | COM | 1,213,279 | $29,847,000 | thousands by filing date | |
| MCGRAW HILL FINL INC | 580645109 | COM | 344,400 | $26,932,000 | thousands by filing date | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 354,500 | $24,950,000 | thousands by filing date | |
| MONSANTO CO NEW | 61166W101 | COM | 197,450 | $23,013,000 | thousands by filing date | |
| Crown Castle | 228227104 | COM | 294,100 | $21,596,000 | thousands by filing date | |
| Lowes Companies,Inc. | 548661107 | COM | 435,800 | $21,594,000 | thousands by filing date | |
| TWENTY FIRST CENTY FOX INC | 90130A101 | CL A | 609,600 | $21,440,000 | thousands by filing date | |
| AON PLC | G0408V102 | SHS CL A | 251,108 | $21,065,000 | thousands by filing date | |
| CORELOGIC INC | 21871D103 | COM | 585,600 | $20,806,000 | thousands by filing date | |
| ALLEGION PLC | G0176J109 | ORD SHS | 427,528 | $18,892,000 | thousands by filing date | |
| 38259p508 | COM | 16,665 | $18,677,000 | thousands by filing date | ||
| CAPITAL ONE FINL CORP | 14040H105 | COM | 240,000 | $18,386,000 | thousands by filing date | |
| XPO INC COM | 983793100 | Stock | 640,850 | $16,848,000 | thousands by filing date | |
| HERBALIFE LTD | G4412G101 | COM SHS | 212,400 | $16,716,000 | thousands by filing date | |
| TILE SHOP HLDGS INC | 88677Q109 | COMMON STOCK | 834,053 | $15,071,000 | thousands by filing date | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 225,000 | $13,129,000 | thousands by filing date | call |
| TARGA RES CORP COM | 87612G101 | Stock | 146,400 | $12,908,000 | thousands by filing date | |
| TIME WARNER CABLE INC | 88732J207 | COM | 93,850 | $12,717,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 570,900 | $12,417,000 | thousands by filing date | |
| Comcast Corp | 20030N101 | COM | 237,400 | $12,336,000 | thousands by filing date | |
| EBAY INC. COM | 278642103 | Stock | 209,111 | $11,473,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 195,600 | $10,689,000 | thousands by filing date | |
| NEXSTAR MEDIA GROUP INC COMMON STOCK | 65336K103 | Stock | 186,673 | $10,403,000 | thousands by filing date | |
| CHARTER COMMUNICATION - A | 16117M305 | COM | 32,000 | $4,376,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 95,000 | $2,066,000 | thousands by filing date | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-14-000573 | this filing | 2014-02-14 | acceptance time not in the bulk data set |