Hedge Fund - Palestra Capital Management

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No. Security Ticker Shares Value Activity % Port History
1.
Crh Plc
2,103,289 $145,463,467 NEW 7.22%
2. PTC 777,312 $135,998,508 -1% 6.75%
3. PGR 842,147 $134,137,174 +26% 6.66%
4. CRM 494,486 $130,119,046 -33% 6.46%
5. MSFT 318,180 $119,648,407 -31% 5.94%