Holders — by stockHoldings — by fund
Parsifal Capital Management, LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001776090
$825.7M
disclosed book value
15
positions
17.7%
largest position share
Positions, as of 2026-06-30
top 15 of 15 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | COMPCOMPASS INC | 11.9M | $146.2M | 17.7% |
| 2 | HGVHILTON GRAND VACATIONS INC | 2.1M | $108.9M | 13.2% |
| 3 | SNSHARKNINJA INC | 551,756 | $84.0M | 10.2% |
| 4 | AXTAAXALTA COATING SYS LTD | 2.4M | $82.1M | 9.9% |
| 5 | AKAMAKAMAI TECHNOLOGIES INC | 684,922 | $81.0M | 9.8% |
| 6 | MMM3M CO | 352,338 | $57.0M | 6.9% |
| 7 | GXOGXO LOGISTICS INCORPORATED | 908,632 | $46.1M | 5.6% |
| 8 | AVPTAVEPOINT INC | 3.8M | $42.9M | 5.2% |
| 9 | IESCIES HOLDINGS INC | 48,971 | $36.0M | 4.4% |
| 10 | JMIAJUMIA TECHNOLOGIES AG | 4.7M | $33.1M | 4% |
| 11 | VRSNVERISIGN INC | 120,484 | $30.3M | 3.7% |
| 12 | VIAVVIAVI SOLUTIONS INC | 618,839 | $29.5M | 3.6% |
| 13 | ACIALBERTSONS COS INC | 1.5M | $20.9M | 2.5% |
| 14 | LPXLOUISIANA PAC CORP | 234,757 | $18.5M | 2.2% |
| 15 | FRMIFERMI INCCALL | 1.0M | $9.2M | 1.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.