—

Palestra Capital Management LLC

Q4 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    29

  • Value ($000)

    $2,828,708

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001568788
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
H
HSIC

HENRY SCHEIN INC

COM
806407102
$180.09M
6 %

2,382,837

A
AMZN

AMAZON COM INC

COM
023135106
$173.7M
6 %

752,542

L
LIN

LINDE PLC

SHS
G54950103
$171.19M
6 %

401,494

V
V

VISA INC

COM CL A
92826C839
$167.09M
6 %

476,442

U
UNP

UNION PAC CORP

COM
907818108
$158.99M
6 %

687,298

N
NU

NU HLDGS LTD

ORD SHS CL A
G6683N103
$153.68M
5 %

9,180,592

D
DHR

DANAHER CORPORATION

COM
235851102
$151.66M
5 %

662,517

C
CLH

CLEAN HARBORS INC

COM
184496107
$133.65M
5 %

569,991

A
AYI

ACUITY INC

COM
00508Y102
$133.41M
5 %

370,529

M
META

META PLATFORMS INC

CL A
30303M102
$126.69M
5 %

191,932

Rows Per Page
10
  • 5
  • 10
  • 20
  • 30
  • 50
  • 100
1 - 10 of 29