Parsifal Capital Management, LP: 13F holdings
CIK 17760902026Q2
| Positions | 15 |
|---|---|
| Reported value | $825.7m |
| Filed | 2026-08-13 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| COMP COMPASS INC | 11,859,422 | $146.2m | 17.7% |
| HGV HILTON GRAND VACATIONS INC | 2,078,729 | $108.9m | 13.2% |
| SHARKNINJA INC | 551,756 | $84.0m | 10.2% |
| AXALTA COATING SYS LTD | 2,398,295 | $82.1m | 9.9% |
| AKAM AKAMAI TECHNOLOGIES INC | 684,922 | $81.0m | 9.8% |
| MMM 3M CO | 352,338 | $57.0m | 6.9% |
| GXO GXO LOGISTICS INCORPORATED | 908,632 | $46.1m | 5.6% |
| AVEPOINT INC | 3,827,722 | $42.9m | 5.2% |
| IESC IES HOLDINGS INC | 48,971 | $36.0m | 4.4% |
| JMIA JUMIA TECHNOLOGIES AG | 4,697,521 | $33.1m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1776090")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.