13F-HR filed by Palestra Capital Management LLC
Palestra Capital Management LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-02-17, with 29 holding rows worth $2,828,707,649.
- Accession
- 0001172661-26-001099
- Filer
- CIK 1568788
- Filed
- 2026-02-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A holdings report, 29 entries on the cover page, a total value of $2,828,707,649 stated on the cover page (in dollars after the unit check, H1), rows summing to $2,828,707,649 with VALUE read as dollars as filed, 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 |
|---|---|---|---|---|---|---|
| SCHEIN HENRY INC | 806407102 | COM | 2,382,837 | $180,094,820 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 752,542 | $173,701,744 | dollars as filed | |
| Linde plc | G54950103 | COM | 401,494 | $171,193,027 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 476,442 | $167,092,974 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 687,298 | $158,985,773 | dollars as filed | |
| NU HLDGS LTD | G6683N103 | ORD SHS CL A | 9,180,592 | $153,683,110 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 662,517 | $151,663,392 | dollars as filed | |
| CLEAN HARBORS INC COM | 184496107 | Stock | 569,991 | $133,651,490 | dollars as filed | |
| ACUITY INC COM | 00508Y102 | Stock | 370,529 | $133,405,261 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 191,932 | $126,692,394 | dollars as filed | |
| CARVANA CO CL A | 146869102 | Stock | 292,552 | $123,462,795 | dollars as filed | |
| CARPENTER TECHNOLOGY CORP | 144285103 | COM | 367,701 | $115,766,983 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 423,522 | $112,195,213 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 345,865 | $108,255,745 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 3,476,179 | $103,902,990 | dollars as filed | |
| LUMEN TECHNOLOGIES INC | 550241103 | COM | 11,167,585 | $86,772,135 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 125,779 | $84,752,406 | dollars as filed | |
| CRH PLC ORD | G25508105 | Stock | 674,483 | $84,175,478 | dollars as filed | |
| CAPITAL ONE FINL CORP | 14040H105 | COM | 340,394 | $82,497,890 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 147,424 | $71,297,195 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 3,997,498 | $65,359,092 | dollars as filed | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 2,709,445 | $48,282,310 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 412,889 | $46,169,248 | dollars as filed | |
| PTC INC COM | 69370C100 | Stock | 234,407 | $40,836,043 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 204,136 | $38,071,364 | dollars as filed | |
| DOLLAR TREE INC COM | 256746108 | Stock | 223,700 | $27,517,337 | dollars as filed | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 250,000 | $18,185,000 | dollars as filed | |
| PRIMO BRANDS CORPORATION CLASS A COM SHS | 741623102 | Stock | 1,022,400 | $16,716,240 | dollars as filed | call |
| PARAMOUNT SKYDANCE CORP | 69932a204 | COM CL B | 323,000 | $4,328,200 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-001099 | this filing | 2026-02-17 | acceptance time not in the bulk data set |