Palestra Capital Management’s DuPont de Nemours DD Stock Holding History

Palestra Capital Management’s Portfolio DD Stock Details DD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,303,482	Closed	-$132M	–	24
2021 Q4	$132M	Buy	+1,303,482	New	+$124M	3.83%	15
2018 Q3	–	Sell	-759,238	Closed	-$127M	–	20
2018 Q2	$127M	Sell	759,238 -84,899	-10%	-$14.2M	5.54%	3
2018 Q1	$136M	Buy	844,137 +27,641	+3%	+$5M	7.55%	1
2017 Q4	$147M	Buy	816,496 +252,724	+45%	+$45.5M	8.25%	2
2017 Q3	$98.8M	Buy	563,772 +295,253	+110%	+$49.3M	6.13%	2
2017 Q2	$42.9M	Buy	+268,519	New	+$42.7M	3.3%	19

Other funds holding DD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Palestra Capital Management's DD Position: Q1 2022 in Review

Palestra Capital Management sold out of DuPont de Nemours (DD) in Q1 2022, closing a stake of 1,303,482 shares — an estimated $132M sold.

Palestra Capital Management first reported a position in DD in Q2 2017 and held it in 6 quarters. The position peaked at $147M in Q4 2017. 1,356 funds tracked by Wall St. Rank hold DD as of Q1 2022.

Palestra Capital Management reported no remaining DuPont de Nemours position as of Q1 2022 after selling out during the quarter.
Palestra Capital Management sold 1,303,482 DuPont de Nemours shares in Q1 2022, an estimated $132M.
Palestra Capital Management first reported a position in DuPont de Nemours in Q2 2017 and held it in 6 quarters.
Palestra Capital Management's DuPont de Nemours position peaked at $147M in Q4 2017.
1,356 funds tracked by Wall St. Rank held DuPont de Nemours as of Q1 2022.

Based on Palestra Capital Management's 13F filing for Q1 2022, filed 16 May 2022.