Palestra Capital Management LLC Closed Holding Positions

Palestra Capital Management LLC

  • $2.57 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
KMX
Carmax Inc

Consumer Cyclical
Q1 2021 Filed on May 17, 2021
11,000
$93.3 - $135.83 $1.03M - $1.49M
ADI
Analog Devices Inc

Technology
Q1 2021 Filed on May 17, 2021
1,128,575
$144.06 - $163.8 $163M - $185M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
Q4 2020 Filed on Feb 16, 2021
564,740
$222.0 - $317.14 $125M - $179M
GPN
Global Payments Inc

Industrials
Q4 2020 Filed on Feb 16, 2021
756,883
$156.17 - $215.42 $118M - $163M
LHX
L3 Harris Technologies, Inc.

Industrials
Q4 2020 Filed on Feb 16, 2021
266,194
$161.11 - $200.0 $42.9M - $53.2M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
254,765
$419.41 - $482.62 $107M - $123M
RTX
Raytheon Technologies Corp

Industrials
Q3 2020 Filed on Nov 16, 2020
1,663,500
$56.68 - $64.29 $94.3M - $107M
VRSN
Verisign Inc

Technology
Q3 2020 Filed on Nov 16, 2020
792,380
$196.81 - $219.7 $156M - $174M
ALLY
Ally Financial Inc.

Financial Services
Q3 2020 Filed on Nov 16, 2020
4,578,225
$19.05 - $26.09 $87.2M - $119M
LOW
Lowes Companies Inc

Consumer Cyclical
Q3 2020 Filed on Nov 16, 2020
1,210,770
$135.02 - $170.49 $163M - $206M
NYT
New York Times CO

Communication Services
Q3 2020 Filed on Nov 16, 2020
3,108,231
$41.45 - $47.38 $129M - $147M
IAA
Iaa, Inc.

Industrials
Q3 2020 Filed on Nov 16, 2020
2,032,210
$38.04 - $53.62 $77.3M - $109M
WEX
Wex Inc.

Technology
Q2 2020 Filed on Aug 14, 2020
294,181
$93.17 - $180.49 $27.4M - $53.1M
NKE
Nike, Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
580,000
$78.86 - $104.29 $45.7M - $60.5M
AAP
Advance Auto Parts Inc

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
283,638
$84.65 - $151.6 $24M - $43M
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q2 2020 Filed on Aug 14, 2020
1,780,000
$33.27 - $59.73 $59.2M - $106M
TMUS
T Mobile Us, Inc.

Communication Services
Q2 2020 Filed on Aug 14, 2020
775,000
$81.98 - $110.19 $63.5M - $85.4M
BA
Boeing CO

Industrials
Q1 2020 Filed on May 15, 2020
670,000
$95.01 - $347.45 $63.7M - $233M
BA
Boeing CO

Industrials
Q1 2020 Filed on May 15, 2020
365,000
$95.01 - $347.45 $34.7M - $127M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
Q1 2020 Filed on May 15, 2020
721,000
$22.33 - $135.05 $16.1M - $97.4M
ADBE
Adobe Inc.

Technology
Q1 2020 Filed on May 15, 2020
439,169
$285.0 - $383.28 $125M - $168M
DIS
Walt Disney CO

Communication Services
Q1 2020 Filed on May 15, 2020
884,610
$85.76 - $148.2 $75.9M - $131M
Raytheon CO
Q1 2020 Filed on May 15, 2020
777,020
N/A
BKI
Black Knight, Inc.

Technology
Q4 2019 Filed on Feb 14, 2020
1,461,701
$56.66 - $64.48 $82.8M - $94.3M
CMCSA
Comcast Corp

Communication Services
Q4 2019 Filed on Feb 14, 2020
3,439,135
$42.07 - $46.08 $145M - $158M
Ihs Markit LTD
Q4 2019 Filed on Feb 14, 2020
1,409,900
N/A
Grace W R & CO Del New
Q3 2019 Filed on Nov 14, 2019
1,214,198
N/A
USFD
Us Foods Holding Corp.

Consumer Defensive
Q3 2019 Filed on Nov 14, 2019
2,953,932
$34.53 - $42.81 $102M - $126M
Worldpay Inc
Q3 2019 Filed on Nov 14, 2019
1,293,330
N/A
CPRT
Copart Inc

Consumer Cyclical
Q2 2019 Filed on Aug 14, 2019
1,587,048
$62.18 - $74.84 $98.7M - $119M
MGM
Mgm Resorts International

Consumer Cyclical
Q1 2019 Filed on May 15, 2019
17,000
$24.7 - $29.75 $420K - $506K
First Data Corp New
Q1 2019 Filed on May 15, 2019
10,240,000
N/A
SSNC
Ss&C Technologies Holdings Inc

Technology
Q1 2019 Filed on May 15, 2019
2,310,500
$43.37 - $63.69 $100M - $147M
RJF
Raymond James Financial Inc

Financial Services
Q1 2019 Filed on May 15, 2019
7,500
$47.69 - $56.31 $358K - $422K
WYNN
Wynn Resorts LTD

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
632,000
$92.01 - $127.14 $58.2M - $80.4M
Tiffany & CO New
Q4 2018 Filed on Feb 14, 2019
846,000
N/A
MHK
Mohawk Industries Inc

Consumer Cyclical
Q4 2018 Filed on Feb 14, 2019
455,000
$111.31 - $173.7 $50.6M - $79M
Dowdupont Inc
Q3 2018 Filed on Nov 14, 2018
1,922,700
N/A
Delphi Technologies PLC
Q3 2018 Filed on Nov 14, 2018
1,794,012
N/A
EA
Electronic Arts Inc.

Communication Services
Q3 2018 Filed on Nov 14, 2018
574,000
$111.55 - $148.93 $64M - $85.5M
ADSK
Autodesk, Inc.

Technology
Q2 2018 Filed on Aug 14, 2018
613,000
$122.75 - $141.26 $75.2M - $86.6M
EEFT
Euronet Worldwide, Inc.

Technology
Q1 2018 Filed on May 15, 2018
475,000
$76.95 - $95.98 $36.6M - $45.6M
Broadcom LTD
Q1 2018 Filed on May 15, 2018
250,000
N/A
UNVR
Univar Solutions Inc.

Basic Materials
Q1 2018 Filed on May 15, 2018
2,476,282
$26.04 - $31.65 $64.5M - $78.4M
NUE
Nucor Corp

Basic Materials
Q1 2018 Filed on May 15, 2018
865,000
$59.32 - $70.18 $51.3M - $60.7M
Vantiv Inc
Q1 2018 Filed on May 15, 2018
885,900
N/A
Yandex N V
Q1 2018 Filed on May 15, 2018
2,504,000
N/A
United Technologies Corp
Q4 2017 Filed on Feb 14, 2018
343,400
N/A
Lendingclub Corp
Q4 2017 Filed on Feb 14, 2018
4,720,000
N/A
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