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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
3
0
0
0
1
1
5
5
2
Andrew ImmermanHM-KEY
PALESTRA CAPITAL MANAGEMENT LLC
Time Period2017-09-30

Total Holdings23

Total Value ($x1000)1,612,656

Investment StyleBlend

Activities
New8

Increased8

Unchanged0

Decreased7

Sold Out8

Top 10 Stock Holdingstotal 55.85%
CMCSA7.41

DWDP6.13

QSR5.74

FLT5.57

MHK5.4

 
PTC5.37

MSFT5.24

GOOGL5.22

HLT4.96

PX4.81

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
CMCSA
7.41%
CL A
DWDP
6.13%
COM
QSR
5.74%
COM
FLT
5.57%
COM
MHK
5.4%
COM
PTC
5.37%
COM
MSFT
5.24%
COM
GOOGL
5.22%
CAP STK CL A
HLT
4.96%
WHEN ISSUED
PX
4.81%
COM
VNTV
4.64%
CL A
UNVR
4.52%
COM
TTWO
4.45%
COM
MGM
4.22%
COM
FMC
4.04%
COM NEW
FDC
4.03%
CL A
TMUS
3.7%
COM
CHTR
2.79%
CL A
YNDX
2.78%
SHS CLASS A
UTX
2.47%
COM
EBAY
2.4%
COM
USFD
2.32%
COM
LC
1.78%
COM
V
5.44%
COM CL A
WMT
5.29%
COM
RNG
3.31%
CL A
DOW
3.3%
COM
SSNC
2.94%
COM
CCN
0.37%
COM
CLGX
0.18%
COM
SNAP
0.05%
CL A