Palestra Capital Management LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q2 2026, the fund manages $2.9B in reported equity holdings across 21 positions. The largest holdings are STX (12.6%), LIN (7.7%), ADI (7.6%), AMZN (7.6%), UNP (7.0%). The portfolio is concentrated in Other (96.8%), Communication Services (2.5%), Technology (0.7%). Data sourced from SEC EDGAR 13F filings (CIK 1568788).