Park West Asset Management LLC: 13F holdings
CIK 13869282026Q2
| Positions | 46 |
|---|---|
| Reported value | $1.5bn |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| FLEX LTD | 568,497 | $92.1m | 6.3% |
| AMZN AMAZON COM INC | 324,570 | $77.4m | 5.3% |
| HQY HEALTHEQUITY INC | 776,651 | $70.1m | 4.8% |
| GOOGL ALPHABET INC | 192,000 | $68.6m | 4.7% |
| GLASS HOUSE BRANDS INC | 5,182,030 | $67.4m | 4.6% |
| MKSI MKS INC. | 138,740 | $61.7m | 4.2% |
| ENVA ENOVA INTL INC | 249,213 | $60.0m | 4.1% |
| PRMB PRIMO BRANDS CORPORATION | 2,403,408 | $58.7m | 4.0% |
| PORCH GROUP INC | 3,536,810 | $53.2m | 3.6% |
| BKD BROOKDALE SR LIVING INC | 3,075,883 | $49.5m | 3.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1386928")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.