PALESTRA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | LUMN | 11.17M | $68.35M |
 | NU | 8.40M | $134.49M |
 | PRMB | 5.06M | $111.85M |
 | HSIC | 4.33M | $287.44M |
 | CPNG | 3.61M | $116.32M |
 | SN | 1.39M | $143.18M |
 | PSKY | 1.30M | $24.56M |
 | PFGC | 1.16M | $120.64M |
 | CRH | 887K | $106.40M |
 | AMZN | 729K | $160.02M |
 | COF | 689K | $146.57M |
 | SE | 621K | $111.05M |
 | NVDA | 577K | $107.57M |
 | CRM | 548K | $129.93M |
 | UNP | 542K | $128.00M |
 | PTC | 473K | $96.08M |
 | FLUT | 419K | $106.45M |
 | MSFT | 369K | $191.11M |
 | CVNA | 366K | $138.05M |
 | HLT | 309K | $80.27M |
Lumen Technologies, Inc.
LUMN
Shares Held
11.17M
Value
$68.35M
Nu Holdings Ltd.
NU
Shares Held
8.40M
Value
$134.49M
Primo Brands Corporation
PRMB
Shares Held
5.06M
Value
$111.85M
Henry Schein, Inc.
HSIC
Shares Held
4.33M
Value
$287.44M
Coupang, Inc.
CPNG
Shares Held
3.61M
Value
$116.32M
SharkNinja, Inc.
SN
Shares Held
1.39M
Value
$143.18M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
1.30M
Value
$24.56M
Performance Food Group Company
PFGC
Shares Held
1.16M
Value
$120.64M
CRH plc
CRH
Shares Held
887K
Value
$106.40M
Amazon.com, Inc.
AMZN
Shares Held
729K
Value
$160.02M
Capital One Financial Corporation
COF
Shares Held
689K
Value
$146.57M
Sea Limited
SE
Shares Held
621K
Value
$111.05M
NVIDIA Corporation
NVDA
Shares Held
577K
Value
$107.57M
Salesforce, Inc.
CRM
Shares Held
548K
Value
$129.93M
Union Pacific Corporation
UNP
Shares Held
542K
Value
$128.00M
PTC Inc.
PTC
Shares Held
473K
Value
$96.08M
Flutter Entertainment plc
FLUT
Shares Held
419K
Value
$106.45M
Microsoft Corporation
MSFT
Shares Held
369K
Value
$191.11M
Carvana Co.
CVNA
Shares Held
366K
Value
$138.05M
Hilton Worldwide Holdings Inc.
HLT
Shares Held
309K
Value
$80.27M