0001172661-22-001858.txt : 20220815 0001172661-22-001858.hdr.sgml : 20220815 20220815094017 ACCESSION NUMBER: 0001172661-22-001858 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220815 DATE AS OF CHANGE: 20220815 EFFECTIVENESS DATE: 20220815 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Palestra Capital Management LLC CENTRAL INDEX KEY: 0001568788 IRS NUMBER: 352421252 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15289 FILM NUMBER: 221162915 BUSINESS ADDRESS: STREET 1: 888 7TH AVENUE STREET 2: 23RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212-291-7480 MAIL ADDRESS: STREET 1: 888 7TH AVENUE STREET 2: 23RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001568788 XXXXXXXX 06-30-2022 06-30-2022 false Palestra Capital Management LLC

888 7th Avenue 23rd Floor New York NY 10019

13F HOLDINGS REPORT 028-15289 N David Angstreich 212-291-7490 /s/ David Angstreich New York NY 08-15-2022 0 19 2115125 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL A 02079K305 186750 85694 SH SOLE 85694 0 0 AMAZON COM INC COM 023135106 3352 31556 SH SOLE 31556 0 0 APOLLO GLOBAL MGMT INC COM 03769M106 109970 2268353 SH SOLE 2268353 0 0 AVANTOR INC COM 05352A100 206789 6649177 SH SOLE 6649177 0 0 BATH & BODY WORKS INC COM 070830104 77015 2860891 SH SOLE 2860891 0 0 CONX CORP *W EXP 10/30/202 212873111 156 1000000 SH SOLE 1000000 0 0 DISH NETWORK CORPORATION CL A 25470M109 214193 11946074 SH SOLE 11946074 0 0 EXPEDIA GROUP INC COM NEW 30212P303 128487 1354915 SH SOLE 1354915 0 0 FERRARI N V COM N3167Y103 118081 643561 SH SOLE 643561 0 0 FIDELITY NATL INFORMATION SV COM 31620M106 151581 1653551 SH SOLE 1653551 0 0 GOLDEN ARROW MERGER CORP *W EXP 07/31/202 380799114 23 332666 SH SOLE 332666 0 0 GORES HOLDINGS VII INC *W EXP 02/25/202 38286T119 14 31190 SH SOLE 31190 0 0 GORES HOLDINGS VII INC COM CL A 38286T101 2456 250895 SH SOLE 250895 0 0 MICROSOFT CORP COM 594918104 229720 894444 SH SOLE 894444 0 0 NORFOLK SOUTHN CORP COM 655844108 188337 828620 SH SOLE 828620 0 0 TRANSUNION COM 89400J107 158228 1978103 SH SOLE 1978103 0 0 VISA INC COM CL A 92826C839 78756 400000 SH SOLE 400000 0 0 VULCAN MATLS CO COM 929160109 87818 618000 SH SOLE 618000 0 0 WORKDAY INC CL A 98138H101 173399 1242288 SH SOLE 1242288 0 0