Palestra Capital Management LLC - Q12026 Holdings

Palestra Capital Management LLC holds 22 stocks with a total portfolio value of $ 2.57B as of Q12026. In Q12026, Palestra Capital Management LLC added 6 new positions, increased stakes in 10 stocks, reduced 5 holdings, and fully exited 12 positions. The largest holding is Schein Henry Inc (HSIC), representing 9.81% of the total portfolio.