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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
1
0
1
1
7
3
2
Andrew ImmermanHM-KEY
PALESTRA CAPITAL MANAGEMENT LLC
Time Period2019-03-31

Total Holdings24

Total Value ($x1000)3,055,302

Investment StyleBlend

Activities
New11

Increased4

Unchanged0

Decreased9

Sold Out6

Top 10 Stock Holdingstotal 53.62%
WP7.66

FLT6.08

GOOGL5.92

BKI5.34

TMUS5.25

 
NSC5.15

UNP5.14

DIS4.54

MSFT4.36

INFO4.18

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
WP
7.66%
CL A
FLT
6.08%
COM
GOOGL
5.92%
CAP STK CL A
BKI
5.34%
COM
TMUS
5.25%
COM
NSC
5.15%
COM
UNP
5.14%
COM
DIS
4.54%
COM DISNEY
MSFT
4.36%
COM
INFO
4.18%
SHS
ATUS
4.16%
CL A
CMCSA
4.13%
CL A
V
3.73%
COM CL A
BKNG
3.71%
COM
ADBE
3.61%
COM
NYT
3.3%
CL A
HLT
3.29%
WHEN ISSUED
KMX
3.28%
COM
CPRT
3.15%
COM
GRA
3.06%
COM
TTWO
3%
COM
USFD
3%
COM
DLTR
2.6%
COM
PTC
2.37%
COM
FDC
8.31%
CL A
SHW
5.06%
COM
SSNC
5%
COM
BA
3.42%
COM
RJF
0.03%
COM
MGM
0.02%
COM