Andrew Immerman 13F Portfolio

Hedge FundPortfolio ManagerPerformance 25Q1AUM# of HoldingsPerformance Rank Allocation
Palestra Capital ManagementAndrew Immerman-6.61%$2480860000 25

Top Holdings Performance History

Palestra Capital Management Holdings Map

Top 50 Palestra Capital Management Holdings


Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Sector Date

Largest Stock Buys since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Largest Stock Sells since Q1 2025:

Stock Company Name % of Portfolio Δ % of Portf Shares Owned Calls/Puts Value Owned Trade Value Latest Activity Ownership Hist Net Ownership Hist Average Buy Price Price History Date

Portfolio Structure

Sector Allocation over time

Palestra Capital Management Performance History

Performance Metric 3-Year Annualized Return 3-Year Cumulative Return Compared to other Funds

Performance vs S&P500

Performance compared to other Funds