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Disclosery

Palestra Capital Management LLC: SN position timeline

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

Palestra Capital Management LLC held 0 SN shares at 2025-12-31 per its 13F-HR filed 2026-02-17.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -1,388,046 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.

  2. period ended2025-09-30
    13F 1,388,046 shares
    Change vs previous 13F +130,121 shares

    4.7% of the 13F portfolio, value $143,176,945.

    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).

  3. period ended2025-06-30
    13F 1,257,925 shares
    Change vs previous 13F -145,463 shares

    3.69% of the 13F portfolio, value $124,521,996.

    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).

  4. period ended2025-03-31
    13F 1,403,388 shares
    Change vs previous 13F -377,397 shares

    4.72% of the 13F portfolio, value $117,056,593.

    13F-HR 0001172661-25-002360 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 ended2024-12-31
    13F 1,780,785 shares
    Change vs previous 13F +809,960 shares

    4.75% of the 13F portfolio, value $173,377,228.

    13F-HR 0001172661-25-001248 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).

  6. period ended2024-09-30
    13F 970,825 shares
    Change vs previous 13F not available

    3.48% of the 13F portfolio, value $105,538,386.

    13F-HR 0001172661-24-005194 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).