Palestra Capital Management LLC - Portfolio overview

Palestra Capital Management LLC has 35 reported holdings in this dataset, with the latest filing dated 2026-05-15.

Its largest classified asset exposures are stocks.

Its largest classified sector exposures are Consumer Cyclical and Communication Services.

Largest reported holdings by portfolio allocation

1. HSIC - SCHEIN HENRY INC, 6.68%
2. V - VISA INC, 6.03%
3. UNP - UNION PAC CORP, 4.67%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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