Palestra Capital Management’s Zillow Z Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-450,000	Closed	-$39.7M	–	38
2021 Q3	$39.7M	Buy	+450,000	New	+$45.5M	0.84%	24

Other funds holding Z

CIA

Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

IFP

Independent Franchise Partners London, United Kingdom $15.2B AUM 1.56% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SIM

SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CAM

Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Palestra Capital Management's Z Position: Q4 2021 in Review

Palestra Capital Management sold out of Zillow (Z) in Q4 2021, closing a stake of 450,000 shares — an estimated $39.7M sold.

Palestra Capital Management first reported a position in Z in Q3 2021 and held it in 1 quarter. The position peaked at $39.7M in Q3 2021. 470 funds tracked by Wall St. Rank hold Z as of Q4 2021.

Palestra Capital Management reported no remaining Zillow position as of Q4 2021 after selling out during the quarter.
Palestra Capital Management sold 450,000 Zillow shares in Q4 2021, an estimated $39.7M.
Palestra Capital Management first reported a position in Zillow in Q3 2021 and held it in 1 quarter.
Palestra Capital Management's Zillow position peaked at $39.7M in Q3 2021.
470 funds tracked by Wall St. Rank held Zillow as of Q4 2021.

Based on Palestra Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.