Palestra Capital Management Llc (1568788) Portfolio


Number of Companies: 23
Inflow: $455,665 K
Outflow: $-262,002 K
Net Flow: $193,663 K
2016-03-31: Recent SEC Filing
2015-12-31: Previous SEC Filing


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Mffais Overall Rank Mffais Industry Rank Company Industry Shares Action Qty Chg Close Price Mffais Flow(K) Current Value (K)
2771 26 Fidelity National Info Serv (FIS) Consumer Finance 1,250,000 New Holding 1,250,000 $63.31 $79,137 $79,137
4 1 Newell Rubbermaid Inc (NWL) Home And Office Furnishings 1,735,000 New Holding 1,735,000 $44.29 $76,843 $76,843
2616 23 Global Payments Inc (GPN) Consumer Finance 720,000 New Holding 720,000 $65.30 $47,016 $47,016
2984 25 Netflix Inc (NFLX) Internet Media 400,500 New Holding 400,500 $102.23 $40,943 $40,943
2972 22 Coca-Cola Enterprises (CCE) Beverages 769,141 New Holding 769,141 $50.74 $39,026 $39,026
2925 29 Alliance Data Systems Corp (ADS) Consumer Finance 159,800 New Holding 159,800 $220.00 $35,156 $35,156
2700 81 Autodesk Inc (ADSK) Application Software 587,342 New Holding 587,342 $58.31 $34,247 $34,247
103 4 Semgroup Corp-Class A (SEMG) Midstream Oil And Gas 1,527,637 New Holding 1,527,637 $22.40 $34,219 $34,219
2886 77 Conocophillips (COP) Exploration And Production 685,000 New Holding 685,000 $40.27 $27,584 $27,584
2807 13 Ihs Inc-Class A (IHS) Information Services 142,000 New Holding 142,000 $124.16 $17,630 $17,630
3043 8 Charter Communication-A (CHTR) Cable And Satellite 323,046 Added More 57,146 $202.42 $11,568 $65,394
626 3 Lithia Motors Inc-Cl A (LAD) Automotive Retailers 374,547 Added More 71,733 $87.33 $6,264 $32,709
2870 14 Monsanto Co (MON) Agricultural Chemicals 656,592 Added More 48,108 $87.73 $4,220 $57,609
56 2 Ssandc Technologies Holdings (SSNC) Application Software 887,700 Added More 28,500 $63.41 $1,807 $56,297
2833 18 Mohawk Industries Inc (MHK) Home Improvement 328,530 Sold Some -2,607 $190.89 $-497 $62,716
2975 25 Transdigm Group Inc (TDG) Aircraft And Parts 0 Sold All -49,598 $220.33 $-10,928 $0
2110 6 Kar Auction Services Inc (KAR) Other Commercial Services 1,116,400 Sold Some -692,900 $38.13 $-26,427 $42,579
3080 12 Amazoncom Inc (AMZN) Ecommerce Discretionary 0 Sold All -52,450 $593.64 $-31,136 $0
2854 6 Vulcan Materials Co (VMC) Cement And Aggregates 0 Sold All -313,626 $105.57 $-33,109 $0
2558 14 Sba Communications Corp-Cl A (SBAC) Infrastructure Construction 0 Sold All -335,850 $100.16 $-33,642 $0
2524 255 Webster Financial Corp (WBS) Banks 0 Sold All -954,296 $35.90 $-34,259 $0
3068 39 Mcdonalds Corp (MCD) Restaurants 268,400 Sold Some -328,000 $125.68 $-41,223 $33,732
2845 6 Dollar Tree Inc (DLTR) Mass Merchants 0 Sold All -615,800 $82.45 $-50,778 $0