Palestra Capital Management LLC
Q2 2025 13F Holdings
- Locationnew york, NY
- Num holdings
31
- Value ($000)
$3,438,647
- Date Filed08/14/2025
- Form type13F-HR
- CIK0001568788
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
META META PLATFORMS INC | CL A | 30303M102 | $283.66M | 8 % | 384,323 | ||
HSIC HENRY SCHEIN INC | COM | 806407102 | $255.79M | 7 % | 3,501,520 | ||
PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 | $185.83M | 5 % | 6,273,931 | ||
PTC PTC INC | COM | 69370C100 | $173.94M | 5 % | 1,009,277 | ||
ANSS ANSYS INC | COM | 03662Q105 | $173.60M | 5 % | 494,274 | ||
PGR PROGRESSIVE CORP | COM | 743315103 | $166.78M | 5 % | 624,965 | ||
COF CAPITAL ONE FINL CORP | COM | 14040H105 | $162.63M | 5 % | 764,400 | ||
CRH PLC | ORD | G25508105 | $148.95M | 4 % | 1,622,602 | ||
AMZN AMAZON COM INC | COM | 023135106 | $145.74M | 4 % | 664,319 | ||
LPLA LPL FINL HLDGS INC | COM | 50212V100 | $142.46M | 4 % | 379,934 |
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