Parsifal Capital Management, LP
15 holdingsFiling period: 2026-06-30Current AUM: $753.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | COMP | COMPASS INC | 11.86M | $146.2M | $122.9M | 16.30% | -58,880 | 2026-06-30 |
| 2 | HGV | HILTON GRAND VACATIONS INC | 2.08M | $108.9M | $78.8M | 10.46% | -83,300 | 2026-06-30 |
| 3 | — | SHARKNINJA INC | 551.8K | $84.0M | $84.0M | 11.15% | -241,358 | 2026-06-30 |
| 4 | — | AXALTA COATING SYS LTD | 2.40M | $82.1M | $82.1M | 10.89% | +535.0K | 2026-06-30 |
| 5 | AKAM | AKAMAI TECHNOLOGIES INC | 684.9K | $81.0M | $72.2M | 9.58% | +209.2K | 2026-06-30 |
| 6 | MMM | 3M CO | 352.3K | $57.0M | $58.0M | 7.70% | +84.3K | 2026-06-30 |
| 7 | GXO | GXO LOGISTICS INCORPORATED | 908.6K | $46.1M | $42.3M | 5.62% | +57.5K | 2026-06-30 |
| 8 | AVPT | AVEPOINT INC | 3.83M | $42.9M | $52.0M | 6.90% | +16.5K | 2026-06-30 |
| 9 | IESC | IES HOLDINGS INC | 49.0K | $36.0M | $30.5M | 4.05% | -41,096 | 2026-06-30 |
| 10 | JMIA | JUMIA TECHNOLOGIES AG | 4.70M | $33.1M | $34.3M | 4.56% | +1.21M | 2026-06-30 |
| 11 | VRSN | VERISIGN INC | 120.5K | $30.3M | $35.8M | 4.75% | -179,516 | 2026-06-30 |
| 12 | VIAV | VIAVI SOLUTIONS INC | 618.8K | $29.5M | $20.9M | 2.77% | -667,365 | 2026-06-30 |
| 13 | ACI | ALBERTSONS COS INC | 1.55M | $20.9M | $19.9M | 2.64% | -173,210 | 2026-06-30 |
| 14 | LPX | LOUISIANA PAC CORP | 234.8K | $18.5M | $15.2M | 2.02% | +142.9K | 2026-06-30 |
| 15 | FRMI | FERMI INC | 1.00M | $9.2M | $4.7M | 0.63% | -- | 2026-06-30 |
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