Palestra Capital Management’s Walt Disney DIS Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-884,610	Closed	-$128M	–	30
2019 Q4	$128M	Sell	884,610 -205,265	-19%	-$29.7M	3.81%	16
2019 Q3	$142M	Sell	1,089,875 -117,650	-10%	-$15.3M	4.69%	11
2019 Q2	$169M	Sell	1,207,525 -42,235	-3%	-$5.9M	4.9%	7
2019 Q1	$139M	Buy	+1,249,760	New	+$139M	4.54%	8