Palestra Capital Management LLC: DANAHER (DHR): Quarterly 13F Position History
As of Q1 2026, Palestra Capital Management LLC reported 677,750 shares of DANAHER (DHR), worth $128.5M and representing 5.0% of its 13F equity book. Quarter-over-quarter share count change: + 15,233 (+2.3%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 677,750Shares Held (Latest Filing)
- $128.5MReported Market Value (Latest Filing)
- 5.0%Portfolio Weight (% of 13F Equity Book)
- +15,233Quarter-over-Quarter Share Change
- -$23.2MQuarter-over-Quarter Value Change
- 677,750Peak Reported Shares (Historical)
Recent initiation: Palestra Capital Management LLC first reported DHR on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 677,750 | +15,233 | +2.3% | $128.5M | 5.0% | $189.6 |
| Q4 2025 | 662,517 | — | — | $151.7M | 5.4% | $228.9 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Palestra Capital Management LLC first disclose a DHR position in 13F-HR filings?
Palestra Capital Management LLC first reported DANAHER (DHR) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Palestra Capital Management LLC's most recent quarter-over-quarter share-count change in DHR?
Between Q4 2025 and Q1 2026, Palestra Capital Management LLC added 15,233 shares of DHR (+2.3%), bringing the total reported position to 677,750 shares at a market value of $128.5M.
Does the implied price-per-share represent Palestra Capital Management LLC's cost basis in DHR?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.