PALESTRA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LUMN | 11.17M | $86.77M |
 | NU | 9.18M | $153.68M |
 | PRMB | 4.00M | $65.36M |
 | CMCSA | 3.48M | $103.90M |
 | INFY | 2.71M | $48.28M |
 | HSIC | 2.38M | $180.09M |
 | AMZN | 753K | $173.70M |
 | UNP | 687K | $158.99M |
 | CRH | 674K | $84.18M |
 | DHR | 663K | $151.66M |
 | CLH | 570K | $133.65M |
 | V | 476K | $167.09M |
 | CRM | 424K | $112.20M |
 | UAL | 413K | $46.17M |
 | LIN | 401K | $171.19M |
 | AYI | 371K | $133.41M |
 | CRS | 368K | $115.77M |
 | GOOGL | 346K | $108.26M |
 | COF | 340K | $82.50M |
 | PSKY | 323K | $4.33M |
Lumen Technologies, Inc.
LUMN
Shares Held
11.17M
Value
$86.77M
Nu Holdings Ltd.
NU
Shares Held
9.18M
Value
$153.68M
Primo Brands Corporation
PRMB
Shares Held
4.00M
Value
$65.36M
Comcast Corporation
CMCSA
Shares Held
3.48M
Value
$103.90M
Infosys Limited
INFY
Shares Held
2.71M
Value
$48.28M
Henry Schein, Inc.
HSIC
Shares Held
2.38M
Value
$180.09M
Amazon.com, Inc.
AMZN
Shares Held
753K
Value
$173.70M
Union Pacific Corporation
UNP
Shares Held
687K
Value
$158.99M
CRH plc
CRH
Shares Held
674K
Value
$84.18M
Danaher Corporation
DHR
Shares Held
663K
Value
$151.66M
Clean Harbors, Inc.
CLH
Shares Held
570K
Value
$133.65M
Visa Inc.
V
Shares Held
476K
Value
$167.09M
Salesforce, Inc.
CRM
Shares Held
424K
Value
$112.20M
United Airlines Holdings, Inc.
UAL
Shares Held
413K
Value
$46.17M
Linde plc
LIN
Shares Held
401K
Value
$171.19M
Acuity Brands, Inc.
AYI
Shares Held
371K
Value
$133.41M
Carpenter Technology Corporation
CRS
Shares Held
368K
Value
$115.77M
Alphabet Inc.
GOOGL
Shares Held
346K
Value
$108.26M
Capital One Financial Corporation
COF
Shares Held
340K
Value
$82.50M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
323K
Value
$4.33M