Andrew Immerman and Jeremy Schiffman's Palestra Capital Management was founded in 2011. The long/short equity hedge fund typically maintains 20–25 long positions and 30–40 single name shorts, and net exposure is typically 30–50%. Palestra Capital charges a 2 and 20 fee structure, and primarily invests in value opportunities and special situations.
| Fund Name: | Palestra Capital Management |
| Manager | Andrew Immerman And Jeremy Schiffman |
| Portfolio Value | $5,078,576,000 |
| Change This QTR | +1.18% |
| No. | Security | Ticker | Shares | Value (x$1000) | Activity | % Port |
|---|---|---|---|---|---|---|
| 1. | GOOG | 191,807 | $336,169 | +23% | 6.61% | |
| 2. | ATUS | 8,761,722 | $331,806 | -20% | 6.53% | |
| 3. | DISH | 9,692,605 | $313,459 | +14% | 6.17% | |
| 4. | FIS | 2,173,543 | $307,469 | +33% | 6.05% | |
| 5. | MSFT | 1,360,672 | $302,641 | +4% | 5.95% |
| Company | Symbol | Filed By | Filing Date | Filing |
|---|---|---|---|---|
| 2021-02-16 | ||||
| 2021-02-16 | ||||
| 2017-02-14 |
