Palestra Capital Management LLC

Q1 2025 13F Holdings

  • Location
    new york, NY
  • Num holdings

    26

  • Value ($000)

    $2,539,075

  • Date Filed
    05/15/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
HSIC
HSIC

HENRY SCHEIN INC

COM
806407102
$273.93M
11 %

3,999,490

META
META

META PLATFORMS INC

CL A
30303M102
$249.75M
10 %

433,324

PTC
PTC

PTC INC

COM
69370C100
$172.52M
7 %

1,113,417

FLTR.L
FLTR.L

FLUTTER ENTMT PLC

SHS
G3643J108
$160.56M
6 %

724,691

COF
COF

CAPITAL ONE FINL CORP

COM
14040H105
$152.53M
6 %

850,672

CVNA
CVNA

CARVANA CO

CL A
146869102
$144.67M
6 %

691,959

PFGC
PFGC

PERFORMANCE FOOD GROUP CO

COM
71377A103
$140.94M
6 %

1,792,500

INTU
INTU

INTUIT

COM
461202103
$140.59M
6 %

228,971

CRM
CRM

SALESFORCE INC

COM
79466L302
$134.12M
5 %

499,781

LPLA
LPLA

LPL FINL HLDGS INC

COM
50212V100
$130.60M
5 %

399,210

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