Parsifal Capital Management, LP
18 holdingsFiling period: 2026-03-31Current AUM: $965.3Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | COMP | COMPASS INC | 11.92M | $87.1M | $135.7M | 14.06% | +1.81M | 2026-03-31 |
| 2 | HGV | HILTON GRAND VACATIONS INC | 2.16M | $84.6M | $99.8M | 10.33% | -313,472 | 2026-03-31 |
| 3 | — | SHARKNINJA INC | 793.1K | $84.0M | $84.0M | 8.70% | -406,823 | 2026-03-31 |
| 4 | VRSN | VERISIGN INC | 300.0K | $74.5M | $87.0M | 9.01% | -- | 2026-03-31 |
| 5 | AKAM | AKAMAI TECHNOLOGIES INC | 475.7K | $54.6M | $54.8M | 5.68% | -- | 2026-03-31 |
| 6 | — | AXALTA COATING SYS LTD | 1.86M | $51.6M | $51.6M | 5.35% | -321,019 | 2026-03-31 |
| 7 | CZR | CAESARS ENTERTAINMENT INC NE | 1.93M | $51.1M | $57.5M | 5.96% | -- | 2026-03-31 |
| 8 | ATMU | ATMUS FILTRATION TECHNOLOGIE | 789.0K | $44.8M | $40.7M | 4.22% | -445,300 | 2026-03-31 |
| 9 | GXO | GXO LOGISTICS INCORPORATED | 851.1K | $44.1M | $42.7M | 4.42% | -590,492 | 2026-03-31 |
| 10 | IESC | IES HOLDINGS INC | 90.1K | $42.9M | $67.1M | 6.95% | -10,113 | 2026-03-31 |
| 11 | VIAV | VIAVI SOLUTIONS INC | 1.29M | $42.8M | $47.5M | 4.92% | -2,099,496 | 2026-03-31 |
| 12 | MMM | 3M CO | 268.0K | $38.9M | $47.2M | 4.89% | -149,345 | 2026-03-31 |
| 13 | AVPT | AVEPOINT INC | 3.81M | $36.2M | $49.7M | 5.14% | +59.0K | 2026-03-31 |
| 14 | GMED | GLOBUS MED INC | 387.1K | $33.4M | $30.5M | 3.16% | -835,600 | 2026-03-31 |
| 15 | ACI | ALBERTSONS COS INC | 1.72M | $29.3M | $19.9M | 2.06% | -748,400 | 2026-03-31 |
| 16 | JMIA | JUMIA TECHNOLOGIES AG | 3.49M | $24.1M | $20.7M | 2.15% | -- | 2026-03-31 |
| 17 | TDC | TERADATA CORP DEL | 714.9K | $18.3M | $22.2M | 2.29% | -- | 2026-03-31 |
| 18 | LPX | LOUISIANA PAC CORP | 91.9K | $6.7M | $6.7M | 0.69% | -88,284 | 2026-03-31 |
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