Palestra Capital Management’s IHS Markit Ltd. Common Shares INFO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,409,900	Closed	-$94.3M	–	28
2019 Q3	$94.3M	Sell	1,409,900 -635,175	-31%	-$41.5M	3.11%	18
2019 Q2	$130M	Sell	2,045,075 -300,830	-13%	-$17.3M	3.79%	14
2019 Q1	$128M	Sell	2,345,905 -24,595	-1%	-$1.29M	4.18%	10
2018 Q4	$114M	Buy	2,370,500 +322,500	+16%	+$16.5M	5.46%	10
2018 Q3	$111M	Buy	2,048,000 +209,000	+11%	+$11.2M	5.12%	10
2018 Q2	$94.9M	Sell	1,839,000 -256,000	-12%	-$12.8M	4.15%	11
2018 Q1	$101M	Buy	+2,095,000	New	+$99M	5.6%	7
2016 Q2	–	Sell	-831,750	Closed	-$29.4M	–	36
2016 Q1	$29.4M	Buy	+831,750	New	+$24.2M	2.78%	21

Other funds holding INFO

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Palestra Capital Management's INFO Position: Q4 2019 in Review

Palestra Capital Management sold out of IHS Markit Ltd. Common Shares (INFO) in Q4 2019, closing a stake of 1,409,900 shares — an estimated $94.3M sold.

Palestra Capital Management first reported a position in INFO in Q1 2016 and held it in 8 quarters. The position peaked at $130M in Q2 2019. 555 funds tracked by Wall St. Rank hold INFO as of Q4 2019.

Palestra Capital Management reported no remaining IHS Markit Ltd. Common Shares position as of Q4 2019 after selling out during the quarter.
Palestra Capital Management sold 1,409,900 IHS Markit Ltd. Common Shares shares in Q4 2019, an estimated $94.3M.
Palestra Capital Management first reported a position in IHS Markit Ltd. Common Shares in Q1 2016 and held it in 8 quarters.
Palestra Capital Management's IHS Markit Ltd. Common Shares position peaked at $130M in Q2 2019.
555 funds tracked by Wall St. Rank held IHS Markit Ltd. Common Shares as of Q4 2019.

Based on Palestra Capital Management's 13F filing for Q4 2019, filed 14 Feb 2020.