# EDGAR Filing Document

**Accession Number:** 0001568788
**File Stem:** 0001438934-25-002831
**Filing Date:** 2025-9
**Character Count:** 13570
**Document Hash:** a8e1e1ce67f66a906c3be2cfd76c5fa0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001438934-25-002831.hdr.sgml**: 20250902

**ACCESSION NUMBER**: 0001438934-25-002831

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250902

**EFFECTIVENESS DATE**: 20250902

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Palestra Capital Management LLC
- **CENTRAL INDEX KEY:** 0001568788

**ORGANIZATION NAME:**
- **EIN:** 352421252
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-15289
- **FILM NUMBER:** 251285980

**BUSINESS ADDRESS:**
- **STREET 1:** 888 7TH AVENUE
- **STREET 2:** 23RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019
- **BUSINESS PHONE:** 212-291-7480

**MAIL ADDRESS:**
- **STREET 1:** 888 7TH AVENUE
- **STREET 2:** 23RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10019

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001568788

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** Palestra Capital Management LLC

**Address:** 888 7th Ave Fl 23, New York, NY 10019

**Telephone number:** 2122917487

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-15289

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** JOW1NBR3SMWZEZVG4Y71

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                    | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                            | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ANSYS, INC.                       | 03662Q105 | 06/27/2025     | Advisory Approval of the Compensation of Our Named Executive Officers                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         180655 |                0 | FOR         |                                   180655 | FOR                         |  |
| CAPITAL ONE FINANCIAL CORPORATION | 14040H105 | 05/08/2025     | Advisory vote on our Named Executive Officer compensation ("Say on Pay").                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         702568 |                0 | FOR         |                                   702568 | FOR                         |  |
| CARVANA CO.                       | 146869102 | 05/05/2025     | To consider the approval, by an advisory vote, of the compensation of our named executive officers as disclosed in the Proxy Statement ("say-on-pay").                                                      | SECTION 14A SAY-ON-PAY VOTES |         709319 |                0 | FOR         |                                   709319 | FOR                         |  |
| CARVANA CO.                       | 146869102 | 05/05/2025     | To recommend, by an advisory vote, the frequency of future advisory votes on the compensation of our named executive officers ("say-on-pay frequency").                                                     | SECTION 14A SAY-ON-PAY VOTES |         709319 |                0 | 1 YEAR      |                                   709319 | FOR                         |  |
| FLUTTER ENTERTAINMENT PLC         | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the compensation of our Named Executive Officers.                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         682244 |                0 | FOR         |                                   682244 | FOR                         |  |
| FLUTTER ENTERTAINMENT PLC         | G3643J108 | 06/05/2025     | Approval, on an advisory basis, of the frequency (every one, two or three years) of advisory votes to approve the compensation of our Named Executive Officers.                                             | SECTION 14A SAY-ON-PAY VOTES |         682244 |                0 | 1 YEAR      |                                   682244 | FOR                         |  |
| HILTON WORLDWIDE HOLDINGS INC.    | 43300A203 | 05/14/2025     | Approval, in a non-binding advisory vote, of the compensation paid to the Company's named executive officers.                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         404413 |                0 | FOR         |                                   404413 | FOR                         |  |
| INFINEON TECHNOLOGIES AG          | D35415104 | 02/20/2025     | APPROVAL OF THE REMUNERATION REPORT                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |        1529482 |                0 | FOR         |                                  1529482 | FOR                         |  |
| META PLATFORMS, INC.              | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensation program for Meta Platforms, Inc.'s named executive officers as disclosed in Meta Platforms, Inc.'s proxy statement.                           | SECTION 14A SAY-ON-PAY VOTES |         420244 |                0 | FOR         |                                   420244 | FOR                         |  |
| META PLATFORMS, INC.              | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-binding advisory vote on the compensation program for Meta Platforms, Inc.'s named executive officers should be held every one, two or three years. | SECTION 14A SAY-ON-PAY VOTES |         420244 |                0 | 3 YEARS     |                                   420244 | FOR                         |  |
| MICROSOFT CORPORATION             | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |         296915 |                0 | FOR         |                                   296915 | FOR                         |  |
| PERFORMANCE FOOD GROUP COMPANY    | 71377A103 | 11/20/2024     | To approve, in a non-binding advisory vote, the compensation paid to our named executive officers.                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |        1747725 |                0 | FOR         |                                  1747725 | FOR                         |  |
| SALESFORCE, INC.                  | 79466L302 | 06/05/2025     | Approval, on an advisory basis, of the fiscal 2025 compensation of our named executive officers.                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         606646 |                0 | FOR         |                                   606646 | FOR                         |  |
| CRH PUBLIC LIMITED COMPANY        | G25508105 | 05/08/2025     | Consideration of Named Executive Officer Compensation for 2024 ("Say-on-Pay")                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |        1204615 |                0 | FOR         |                                  1204615 | FOR                         |  |
| CRH PUBLIC LIMITED COMPANY        | G25508105 | 05/08/2025     | Consideration of Frequency of Future "Say-on-Pay" Votes                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |        1204615 |                0 | 1 YEAR      |                                  1204615 | FOR                         |  |
| DOLLAR TREE, INC.                 | 256746108 | 06/19/2025     | To approve, by a non-binding advisory vote, the compensation of the Company's named executive officers.                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         223700 |                0 | FOR         |                                   223700 | FOR                         |  |
| HENRY SCHEIN, INC.                | 806407102 | 05/22/2025     | Proposal to approve, by non-binding vote, the 2024 compensation paid to the Company's Named Executive Officers.                                                                                             | SECTION 14A SAY-ON-PAY VOTES |        2685721 |                0 | ABSTAIN     |                                  2685721 | AGAINST                     |  |
| INTUIT INC.                       | 461202103 | 01/23/2025     | Advisory vote to approve Intuit's executive compensation (say-on-pay).                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         267728 |                0 | FOR         |                                   267728 | FOR                         |  |
| LIVE NATION ENTERTAINMENT, INC.   | 538034109 | 06/12/2025     | To hold an advisory vote on the company's executive compensation.                                                                                                                                           | SECTION 14A SAY-ON-PAY VOTES |          15406 |                0 | FOR         |                                    15406 | FOR                         |  |
| LOUISIANA-PACIFIC CORPORATION     | 546347105 | 05/08/2025     | Advisory vote to approve named executive officer compensation                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         965118 |                0 | FOR         |                                   965118 | FOR                         |  |
| LPL FINANCIAL HOLDINGS INC.       | 50212V100 | 05/22/2025     | Approve, in an advisory vote, the compensation paid to the Company's named executive officers.                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |         367874 |                0 | FOR         |                                   367874 | FOR                         |  |
| PTC INC.                          | 69370C100 | 02/12/2025     | Advisory vote to approve the compensation of our named executive officers (say-on-pay).                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            378 |                0 | FOR         |                                      378 | FOR                         |  |
| THE PROGRESSIVE CORPORATION       | 743315103 | 05/09/2025     | Cast an advisory vote to approve our executive compensation program.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          11427 |                0 | FOR         |                                    11427 | FOR                         |  |
| VISA INC.                         | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to our named executive officers.                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         344539 |                0 | FOR         |                                   344539 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** Palestra Capital Management LLC

**By (Signature):** Christopher McLean

**By (Printed Signature):** Christopher McLean

**By (Title):** General Counsel, Chief Compliance Officer

**Date:** 08/28/2024