Palestra Capital Management’s Altice USA ATUS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q4
Sell
-6,669,586
Closed -$138M 28
2021
Q3
$138M Buy
6,669,586
+421,024
+7% +$8.72M 2.93% 18
2021
Q2
$213M Sell
6,248,562
-1,486,074
-19% -$50.7M 4.59% 10
2021
Q1
$252M Sell
7,734,636
-1,027,086
-12% -$33.4M 5.28% 6
2020
Q4
$332M Sell
8,761,722
-2,159,286
-20% -$81.8M 6.53% 2
2020
Q3
$284M Buy
10,921,008
+249,103
+2% +$6.48M 6.61% 1
2020
Q2
$241M Buy
10,671,905
+1,831,281
+21% +$41.3M 6.03% 1
2020
Q1
$197M Buy
8,840,624
+3,230,670
+58% +$72M 6.39% 6
2019
Q4
$153M Sell
5,609,954
-1,258,578
-18% -$34.4M 4.56% 4
2019
Q3
$197M Sell
6,868,532
-2,417,754
-26% -$69.3M 6.5% 2
2019
Q2
$226M Buy
9,286,286
+3,367,616
+57% +$82M 6.57% 1
2019
Q1
$127M Buy
+5,918,670
New +$127M 4.16% 11