|
Size ($ in 1000's)
At 12/31/2023: $2,013,804 At 09/30/2023: $1,894,720
Palestra Capital Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Palestra Capital Management LLC 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Palestra Capital Management LLC top holdings by largest position size, as per the latest 13f filing made by Palestra Capital Management LLC.
In the Palestra Capital Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Palestra Capital Management LLC in that top holding, then the share count change between reporting periods, and finally the Palestra Capital Management LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
CRH PLC |
2,103,289 |
+2,103,289 |
$145,463 | CRH | 2,103,289 | +2,103,289 | $145,463 | PTC INC |
777,312 |
-4,879 |
$135,999 | PTC | 777,312 | -4,879 | $135,999 | PROGRESSIVE CORP |
842,147 |
+173,584 |
$134,137 | PGR | 842,147 | +173,584 | $134,137 | SALESFORCE INC |
494,486 |
-239,960 |
$130,119 | CRM | 494,486 | -239,960 | $130,119 | MICROSOFT CORP |
318,180 |
-142,545 |
$119,648 | MSFT | 318,180 | -142,545 | $119,648 | GENERAL ELECTRIC CO |
850,931 |
+22,029 |
$108,604 | GE | 850,931 | +22,029 | $108,604 | VISA INC |
414,839 |
-30,543 |
$108,003 | V | 414,839 | -30,543 | $108,003 | AMAZON COM INC |
683,147 |
+56,781 |
$103,797 | AMZN | 683,147 | +56,781 | $103,797 | VULCAN MATLS CO |
432,047 |
-128,268 |
$98,079 | VMC | 432,047 | -128,268 | $98,079 | PERFORMANCE FOOD GROUP CO |
1,401,643 |
-857,367 |
$96,924 | PFGC | 1,401,643 | -857,367 | $96,924 | ALPHABET INC |
670,982 |
-117,219 |
$93,729 | GOOGL | 670,982 | -117,219 | $93,729 | META PLATFORMS INC |
239,729 |
-138,312 |
$84,854 | META | 239,729 | -138,312 | $84,854 | ALLSTATE CORP |
596,949 |
+596,949 |
$83,561 | ALL | 596,949 | +596,949 | $83,561 | CONSTELLATION BRANDS INC |
344,137 |
+344,137 |
$83,195 | STZ | 344,137 | +344,137 | $83,195 | DISCOVER FINL SVCS |
732,824 |
-212,176 |
$82,369 | DFS | 732,824 | -212,176 | $82,369 | HILTON WORLDWIDE HLDGS INC |
433,516 |
-122,191 |
$78,939 | HLT | 433,516 | -122,191 | $78,939 | AERCAP HOLDINGS NV |
1,022,970 |
+1,022,970 |
$76,027 | AER | 1,022,970 | +1,022,970 | $76,027 | INTUIT |
95,365 |
-52,079 |
$59,606 | INTU | 95,365 | -52,079 | $59,606 | TAIWAN SEMICONDUCTOR MFG LTD |
513,351 |
-278,910 |
$53,389 | TSM | 513,351 | -278,910 | $53,389 | AT&T INC |
2,479,148 |
+2,479,148 |
$41,600 | T | 2,479,148 | +2,479,148 | $41,600 | DOLLAR TREE INC |
223,700 |
UNCH |
$31,777 | DLTR | 223,700 | UNCH | $31,777 | CHARTER COMMUNICATIONS INC N |
81,700 |
UNCH |
$31,755 | CHTR | 81,700 | UNCH | $31,755 | LUMEN TECHNOLOGIES INC |
11,167,585 |
+4,637,585 |
$20,437 | LUMN | 11,167,585 | +4,637,585 | $20,437 |
See Full List: All Stocks Held By Palestra Capital Management LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Palestra Capital Management LLC
|
|