PALESTRA CAPITAL MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | V | 308K | $105.24M |
 | AYI | 266K | $91.54M |
 | DLTR | 224K | $21.11M |
 | TLN | 192K | $81.49M |
 | META | 189K | $138.84M |
 | APP | 138K | $99.32M |
 | FICO | 1K | $2.19M |
Visa Inc.
V
Shares Held
308K
Value
$105.24M
Acuity Brands, Inc.
AYI
Shares Held
266K
Value
$91.54M
Dollar Tree, Inc.
DLTR
Shares Held
224K
Value
$21.11M
Talen Energy Corporation
TLN
Shares Held
192K
Value
$81.49M
Meta Platforms, Inc.
META
Shares Held
189K
Value
$138.84M
AppLovin Corporation
APP
Shares Held
138K
Value
$99.32M
Fair Isaac Corporation
FICO
Shares Held
1K
Value
$2.19M