PCM
GRA

Palestra Capital Management’s W.R. Grace & Co. GRA Stock Holding History

Palestra Capital Management’s Portfolio GRA Stock Details GRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,214,198
Closed -$92.4M – 30
2019
Q2 		$92.4M Buy
1,214,198
+14,383
+1% +$1.08M 2.69% 23
2019
Q1 		$93.6M Buy
+1,199,815
New +$88.4M 3.06% 20

Other funds holding GRA

SI
Standard Investments New York $1.83B AUM 4.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TGHSA
TPG Group Holdings (SBS) Advisors Fort Worth, Texas $10.1B AUM 22.58% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return

Palestra Capital Management's GRA Position: Q3 2019 in Review

Palestra Capital Management sold out of W.R. Grace & Co. (GRA) in Q3 2019, closing a stake of 1,214,198 shares — an estimated $92.4M sold.

Palestra Capital Management first reported a position in GRA in Q1 2019 and held it in 2 quarters. The position peaked at $93.6M in Q1 2019. 256 funds tracked by Wall St. Rank hold GRA as of Q3 2019.

  • Palestra Capital Management reported no remaining W.R. Grace & Co. position as of Q3 2019 after selling out during the quarter.
  • Palestra Capital Management sold 1,214,198 W.R. Grace & Co. shares in Q3 2019, an estimated $92.4M.
  • Palestra Capital Management first reported a position in W.R. Grace & Co. in Q1 2019 and held it in 2 quarters.
  • Palestra Capital Management's W.R. Grace & Co. position peaked at $93.6M in Q1 2019.
  • 256 funds tracked by Wall St. Rank held W.R. Grace & Co. as of Q3 2019.

Based on Palestra Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.