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  Name: PALESTRA CAPITAL MANAGEMENT LLC
  City: NEW YORK
  State: NY
  Zip: 10019
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-12-31
  Total Value : $2,013,804,000
  Total Value Change : $119,084,000
  Securities Held Change : 1
   
All Securities Held : 24
  New Positions : 5
  Closed Positions : 5
  Increased Positions : 5
  Unchanged Positions : 2
  Decreased Positions : 12

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 5     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PGR)1 Year Chart         PGR Progressive Corp 3 - $211.80 $134,137,000 842,147 6.66% 41,006,000 173,584 0.144    Property & Casualty I...
   (GE)1 Year Chart         GE General Electric Co 6 - $159.70 $108,604,000 850,931 5.39% 16,969,000 22,029 0.077    Conglomerates
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 8 - $179.00 $103,797,000 683,147 5.15% 24,173,000 56,781 0.007    Internet Software & S...
   (ALL)1 Year Chart         ALL Allstate Corp 13 - $171.56 $83,561,000 596,949 4.15% 83,561,000 596,949 0.19    Property & Casualty I...
   (LUMN)1 Year Chart         LUMN Lumen Technologies, Inc 23 - $1.21 $20,437,000 11,167,585 1.01% 11,164,000 4,637,585 1.015    Telecom Services - Do...

      5 Records Found
  1    
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