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Disclosery

Palestra Capital Management LLC: CPNG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Palestra Capital Management LLC on CPNG, newest first. How the timeline and the estimate are built.

Palestra Capital Management LLC held 6,771,181 CPNG shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,771,181 shares
    Change vs previous 13F +699,144 shares

    3.99% of the 13F portfolio, value $117,615,414.

    13F-HR 0001214659-26-010411 filed by Palestra Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,072,037 shares
    Change vs previous 13F +6,072,037 shares

    4.5% of the 13F portfolio, value $114,640,059.

    13F-HR 0001214659-26-006485 filed by Palestra Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,612,344 shares

    13F-HR 0001172661-26-001099 filed by Palestra Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-09-30
    13F 3,612,344 shares
    Change vs previous 13F -857,604 shares

    3.82% of the 13F portfolio, value $116,317,477.

    13F-HR 0001172661-25-005028 filed by Palestra Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 4,469,948 shares
    Change vs previous 13F not available

    3.97% of the 13F portfolio, value $133,919,642.

    13F-HR 0001172661-25-003459 filed by Palestra Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).