Palestra Capital Management LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q1 2026, the fund manages $2.6B in reported equity holdings across 22 positions. The largest holdings are HSIC (9.8%), V (8.9%), PRMB (7.4%), UNP (6.8%), LIN (6.8%). The portfolio is concentrated in Other (91.0%), Communication Services (9.0%). Data sourced from SEC EDGAR 13F filings (CIK 1568788).