0001172661-13-000493.txt : 20130214 0001172661-13-000493.hdr.sgml : 20130214 20130214102949 ACCESSION NUMBER: 0001172661-13-000493 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20121231 FILED AS OF DATE: 20130214 DATE AS OF CHANGE: 20130214 EFFECTIVENESS DATE: 20130214 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Palestra Capital Management LLC CENTRAL INDEX KEY: 0001568788 IRS NUMBER: 352421252 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-15289 FILM NUMBER: 13607433 BUSINESS ADDRESS: STREET 1: 1330 AVENUE OF THE AMERICAS STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 BUSINESS PHONE: 212-291-7480 MAIL ADDRESS: STREET 1: 1330 AVENUE OF THE AMERICAS STREET 2: 21ST FLOOR CITY: NEW YORK STATE: NY ZIP: 10019 13F-HR 1 PalestraCapitalq12.txt FORM 13F HOLDINGS REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: December 31, 2012 Check here if Amendment [ ]; Amendment Number: This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Palestra Capital Management LLC Address: 1330 Avenue of the Americas 21st Floor New York, NY 10019 13F File Number: 028- The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: John Rogers Title: Chief Financial Officer Phone: 212-291-7485 Signature, Place, and Date of Signing: /s/ John Rogers New York, NY February 14, 2013 Report Type (Check only one.): [ X] 13F HOLDINGS REPORT. [ ] 13F NOTICE. [ ] 13F COMBINATION REPORT. FORM 13F SUMMARY PAGE Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 23 Form 13F Information Table Value Total: $132,743 (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional managers with respect to which this report is filed, other than the manager filing this report. NONE FORM 13F INFORMATION TABLE VALUE SHARES/ SH/ PUT/ INVSTMT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DSCRETN MANAGERS SOLE SHARED NONE ------------------------------ ---------------- --------- -------- -------- --- ---- ------- ------------ -------- -------- -------- AIRGAS INC COM 009363102 4473 49000 SH SOLE 49000 0 0 B/E AEROSPACE INC COM 073302101 4891 99000 SH SOLE 99000 0 0 CANADIAN PAC RY LTD COM 13645T100 4981 49000 SH SOLE 49000 0 0 CBS CORP NEW CL B 124857202 7341 192937 SH SOLE 192937 0 0 CHARTER COMMUNICATIONS INC D CL A NEW 16117M305 8310 109000 SH SOLE 109000 0 0 COLFAX CORP COM 194014106 5447 135000 SH SOLE 135000 0 0 DOLLAR GEN CORP NEW COM 256677105 5291 120000 SH SOLE 120000 0 0 EQUINIX INC COM NEW 29444U502 6392 31000 SH SOLE 31000 0 0 FLEETCOR TECHNOLOGIES INC COM 339041105 6384 119000 SH SOLE 119000 0 0 INTERXION HOLDING N.V SHS N47279109 6320 266000 SH SOLE 266000 0 0 LAMAR ADVERTISING CO CL A 512815101 6394 165000 SH SOLE 165000 0 0 LIBERTY GLOBAL INC COM SER A 530555101 6863 109000 SH SOLE 109000 0 0 MASTERCARD INC CL A 57636Q104 6509 13250 SH SOLE 13250 0 0 MONDELEZ INTL INC CL A 609207105 8171 321000 SH SOLE 321000 0 0 NEWS CORP CL A 65248E104 4566 179000 SH SOLE 179000 0 0 OWENS CORNING NEW COM 690742101 5142 139000 SH SOLE 139000 0 0 REALOGY HLDGS CORP COM 75605Y106 4280 102000 SH SOLE 102000 0 0 SALLY BEAUTY HLDGS INC COM 79546E104 5020 213000 SH SOLE 213000 0 0 SEMGROUP CORP CL A 81663A105 6136 157000 SH SOLE 157000 0 0 SHERWIN WILLIAMS CO COM 824348106 5076 33000 SH SOLE 33000 0 0 SIRIUS XM RADIO INC COM 82967N108 3196 1106000 SH SOLE 1106000 0 0 TRIPADVISOR INC COM 896945201 6330 151000 SH SOLE 151000 0 0 VISA INC COM CL A 92826C839 5230 34500 SH SOLE 34500 0 0