The Analysis of Palestra Capital Management LLC's Holdings
Currently, Palestra Capital Management LLC holds 28 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in N/A (+401.5K shares, valued at $171.2M), DHR (+662.5K shares, valued at $151.7M), CLH (+570.0K shares, valued at $133.7M); decreased their positions in HSIC (-1.9M shares, valued at $147.2M), MSFT (-221.5K shares, valued at $107.1M), COF (-349.1K shares, valued at $84.6M); initiated new positions in N/A (+401.5K shares, valued at $171.2M), DHR (+662.5K shares, valued at $151.7M), CLH (+570.0K shares, valued at $133.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
HSIC HENRY SCHEIN INC2.4M shares-44.98%2025-12-312026-02-17
AMZN AMAZON COM INC752.5K shares3.26%2025-12-312026-02-17 LINDE PLC LINDE PLC401.5K sharesnew addition2025-12-312026-02-17 V VISA INC476.4K shares54.55%2025-12-312026-02-17 UNP UNION PAC CORP687.3K shares26.92%2025-12-312026-02-17 NU NU HLDGS LTD9.2M shares9.28%2025-12-312026-02-17 DHR DANAHER CORPORATION662.5K sharesnew addition2025-12-312026-02-17 CLH CLEAN HARBORS INC570.0K sharesnew addition2025-12-312026-02-17 AYI ACUITY INC370.5K shares39.40%2025-12-312026-02-17 META META PLATFORMS INC191.9K shares1.52%2025-12-312026-02-17 CVNA CARVANA CO292.6K shares-20.06%2025-12-312026-02-17 CRS CARPENTER TECHNOLOGY CORP367.7K sharesnew addition2025-12-312026-02-17 CRM SALESFORCE INC423.5K shares-22.75%2025-12-312026-02-17 ALPHABET INC ALPHABET INC345.9K sharesnew addition2025-12-312026-02-17 CMCSA COMCAST CORP NEW3.5M sharesnew addition2025-12-312026-02-17 LUMN LUMEN TECHNOLOGIES INC11.2M shares0.00%2025-12-312026-02-17 APP APPLOVIN CORP125.8K shares-9.00%2025-12-312026-02-17 CRH PLC CRH PLC674.5K shares-23.99%2025-12-312026-02-17 COF CAPITAL ONE FINL CORP340.4K shares-50.63%2025-12-312026-02-17 MSFT MICROSOFT CORP147.4K shares-60.04%2025-12-312026-02-17 PRMB PRIMO BRANDS CORPORATION4.0M shares-21.02%2025-12-312026-02-17 INFY INFOSYS LTD2.7M sharesnew addition2025-12-312026-02-17 UAL UNITED AIRLS HLDGS INC412.9K sharesnew addition2025-12-312026-02-17 PTC PTC INC234.4K shares-50.47%2025-12-312026-02-17 NVDA NVIDIA CORPORATION204.1K shares-64.59%2025-12-312026-02-17 DLTR DOLLAR TREE INC223.7K shares0.00%2025-12-312026-02-17 PCOR PROCORE TECHNOLOGIES INC250.0K sharesnew addition2025-12-312026-02-17 Call Option Holdings
PRMB Call CallPRIMO BRANDS CORPORATION1.0M sharesnew addition2025-12-312026-02-17 Put Option Holdings
No put option holdings data available