Palestra Capital Management LLC
Top Portfolio Positions
22 positions ·
$2,565,106,017 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| HSIC |
Henry Schein Inc
Healthcare
|
3,412,667 | $251,513,557 | 9.81% | |
| V |
Visa Inc.
Financial Services
|
751,525 | $227,140,916 | 8.86% | |
| PRMB |
Primo Brands Corp
Consumer Defensive
|
10,072,278 | $189,660,994 | 7.39% | |
| UNP |
Union Pacific Corp
Industrials
|
723,902 | $175,633,103 | 6.85% | |
| LIN |
Linde PLC
Basic Materials
|
352,942 | $174,974,525 | 6.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
590,615 | $169,837,249 | 6.62% | |
| SPOT |
Spotify Technology S.A.
Communication Services
|
347,943 | $168,721,040 | 6.58% | |
| NU |
Nu Holdings Ltd.
Financial Services
|
11,122,403 | $159,828,931 | 6.23% | |
| ADI |
Analog Devices Inc
Technology
|
489,145 | $155,616,590 | 6.07% | |
| DHR |
Danaher Corp /De/
Healthcare
|
677,750 | $128,501,400 | 5.01% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UNP
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $175,633,103 | 723,902 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $158,985,773 | 687,298 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $127,996,009 | 541,507 | Shares | Sole | 2025-11-14 | |
| 2022-12-31 | $125,756,095 | 607,312 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $182,390,873 | 936,202 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $101,867,714 | 372,855 | Shares | Sole | 2022-05-16 | |
| No 13F history on record for this holder in this stock. | ||||||