13F-HR filed by Palestra Capital Management LLC
Palestra Capital Management LLC filed this 13F-HR for the quarter ended 2020-06-30, filed 2020-08-14, with 26 holding rows worth $3,989,135,000.
- Accession
- 0001172661-20-001803
- Filer
- CIK 1568788
- Filed
- 2020-08-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2020
A holdings report, 26 entries on the cover page, a total value of $3,989,135,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,989,135,000 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 |
|---|---|---|---|---|---|---|
| OPTIMUM COMMUNICATIONS INC | 02156K103 | CL A | 10,671,905 | $240,545,000 | thousands by filing date | |
| FIDELITY NATL INFORMATION SVCS COM | 31620M106 | Stock | 1,775,228 | $238,040,000 | thousands by filing date | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 441,393 | $225,128,000 | thousands by filing date | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 1,280,065 | $223,947,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 986,585 | $200,780,000 | thousands by filing date | |
| CSX Corporation | 126408103 | COM | 2,708,770 | $188,910,000 | thousands by filing date | |
| DISH NETWORK CORPORATION | 25470M109 | CL A | 5,449,090 | $188,048,000 | thousands by filing date | |
| Uber Technologies | 90353T100 | COM | 6,002,639 | $186,562,000 | thousands by filing date | |
| L3HARRIS TECHNOLOGIES INC COM | 502431109 | Stock | 1,076,065 | $182,576,000 | thousands by filing date | |
| DOLLAR TREE INC COM | 256746108 | Stock | 1,948,970 | $180,631,000 | thousands by filing date | |
| FLEETCOR TECHNOLOGIES INC | 339041105 | COM | 706,142 | $177,616,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 115,826 | $164,247,000 | thousands by filing date | |
| VERISIGN INC COM | 92343E102 | Stock | 792,380 | $163,888,000 | thousands by filing date | |
| Lowes Companies,Inc. | 548661107 | COM | 1,210,770 | $163,599,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 52,175 | $143,941,000 | thousands by filing date | |
| NEW YORK TIMES CO MTN BE CL A | 650111107 | Stock | 3,108,231 | $130,639,000 | thousands by filing date | |
| AGILENT TECHNOLOGIES INC COM | 00846U101 | Stock | 1,455,851 | $128,654,000 | thousands by filing date | |
| Micron Technology,Inc. | 595112103 | COM | 2,419,545 | $124,655,000 | thousands by filing date | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 254,765 | $107,427,000 | thousands by filing date | |
| NUANCE COMMUNICATIONS INC | 67020Y100 | COM | 4,205,635 | $106,424,000 | thousands by filing date | |
| TRANSUNION COM | 89400J107 | Stock | 1,209,965 | $105,315,000 | thousands by filing date | |
| Raytheon Technologies Corporation | 75513E101 | COM | 1,663,500 | $102,505,000 | thousands by filing date | |
| GLOBAL PMTS INC | 37940X102 | COM | 575,265 | $97,576,000 | thousands by filing date | |
| ALLY FINL INC COM | 02005N100 | Stock | 4,578,225 | $90,786,000 | thousands by filing date | |
| IAA INC | 449253103 | COM | 2,032,210 | $78,382,000 | thousands by filing date | |
| DISH NETWORK CORPORATION | 25470M109 | CL A | 1,400,000 | $48,314,000 | thousands by filing date | call |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-20-001803 | this filing | 2020-08-14 | acceptance time not in the bulk data set |