Palestra Capital Management LLC is an institutional investment manager that files quarterly 13F reports with the SEC. As of Q4 2025, the fund manages $2.8B in reported equity holdings across 28 positions. The largest holdings are HSIC (6.4%), AMZN (6.1%), LIN (6.1%), V (5.9%), UNP (5.6%). The portfolio is concentrated in Other (83.9%), Communication Services (11.5%), Basic Materials (3.0%). Data sourced from SEC EDGAR 13F filings (CIK 1568788).