Institutions / Parsifal Capital Management, LP
Parsifal Capital Management, LP
CIK 1776090 · Institution · as of Dec 31, 2025
Portfolio value
$992.59M
Positions
15
As of
Dec 31, 2025
Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Sharkninja Inc | $134.27M | 13.5% |
| Hilton Grand Vacations Inc. | $110.78M | 11.2% |
| Globus Medical Inc | $106.76M | 10.8% |
| Teva Pharmaceutical Industries LtdTEVA | $88.01M | 8.9% |
| GXO Logistics, Inc. | $75.89M | 7.6% |
| Axalta Coating Systems Ltd | $70.58M | 7.1% |
| 3M Co | $66.82M | 6.7% |
| Atmus Filtration Technologies Inc. | $64.07M | 6.5% |
| Viavi Solutions Inc. | $60.33M | 6.1% |
| AvePoint, Inc. | $52.12M | 5.3% |
| Unitedhealth Group Inc | $49.60M | 5.0% |
| Albertsons Companies, Inc. | $42.40M | 4.3% |
| IES Holdings, Inc. | $38.97M | 3.9% |
| Core Scientific, Inc./tx | $17.44M | 1.8% |
| Louisiana-Pacific Corp | $14.55M | 1.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.