Legal Name: PALESTRA CAPITAL MANAGEMENT LLC
報告期間:
Jun 30, 2019
有効日:
Aug 14, 2019
セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
ALTICE USA INC (02156K103)
|
9,286,286 |
$226,121k |
|
COMCAST CORP (20030N101)
|
4,486,285 |
$189,680k |
|
FLEETCOR TECHNOLOGIES INC (339041105)
|
665,495 |
$186,904k |
|
Boeing Co/The (097023105)
|
508,205 |
$184,992k |
|
UNION PAC CORP (907818108)
|
1,058,095 |
$178,934k |
|
MICROSOFT CORP (594918104)
|
1,319,380 |
$176,744k |
|
DISNEY WALT CO (254687106)
|
1,207,525 |
$168,619k |
|
NORFOLK SOUTHERN (655844108)
|
802,883 |
$160,039k |
|
WORLDPAY INC (981558109)
|
1,293,330 |
$158,498k |
|
LOWES CO (548661107)
|
1,479,145 |
$149,261k |
|
ADOBE INC (00724F101)
|
501,360 |
$147,726k |
|
VULCAN MATERIALS CO (929160109)
|
1,038,420 |
$142,585k |
|
BLACK KNIGHT INC (09215C105)
|
2,232,025 |
$134,256k |
|
IHS MARKIT LTD (G47567105)
|
2,045,075 |
$130,312k |
|
NEW YORK TIMES CO (650111107)
|
3,701,533 |
$120,744k |
|
CARMAX INC (143130102)
|
1,371,800 |
$119,113k |
|
ROYAL CARIBBEAN CRUISES LTD (v7780t103)
|
877,380 |
$106,347k |
|
US FOODS HLDG CORP (912008109)
|
2,953,932 |
$105,633k |
|
T MOBILE US INC COM USD0.00001 (872590104)
|
1,422,646 |
$105,475k |
|
TAKE-TWO INTERACTIVE (874054109)
|
924,990 |
$105,014k |
|
FIDELITY NATL INFO (31620M106)
|
843,420 |
$103,471k |
|
VISA INC COM CL A (92826C839)
|
534,833 |
$92,820k |
|
GRACE W R & CO DEL (38388F108)
|
1,214,198 |
$92,413k |
|
HILTON WRLDWDE HLDGS (43300A203)
|
903,580 |
$88,316k |
|
RESTAURANT BRANDS INTL INC (76131D103)
|
971,455 |
$67,555k |
|