Parsifal Capital Management, LP
Parsifal Capital Management, LP reported 15 holdings worth US$826M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 13, 2026
Parsifal Capital Management, LP reported 15 holdings worth US$826M as of Jun 30, 2026. Largest: Compass, Inc., Hilton Grand Vacations Inc. and Sharkninja, Inc. Filed Aug 13, 2026 (Form 13F).
- Holdings
- 15
- Value as reported
- US$826M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Compass, Inc. | 11.9M | US$146M | 17.7% |
| Hilton Grand Vacations Inc. | 2.08M | US$109M | 13.2% |
| Sharkninja, Inc. | 552K | US$84M | 10.2% |
| Axalta Coating Systems Ltd. | 2.4M | US$82.1M | 9.9% |
| Akamai Technologies, Inc. | 685K | US$81M | 9.8% |
| 3m Company | 352K | US$57M | 6.9% |
| Gxo Logistics, Inc. | 909K | US$46.1M | 5.6% |
| Avepoint, Inc. | 3.83M | US$42.9M | 5.2% |
| Ies Holdings, Inc. | 48,971 | US$36M | 4.4% |
| Verisign, Inc. | 120K | US$30.3M | 3.7% |
| Viavi Solutions Inc. | 619K | US$29.5M | 3.6% |
| Albertsons Companies, Inc. | 1.55M | US$20.9M | 2.5% |
| Louisiana-pacific Corporation | 235K | US$18.5M | 2.2% |
| Teradata Corporation | 0 | US$0 | 0.00% |
| Atmus Filtration Technologies Inc. | 0 | US$0 | 0.00% |
| Caesars Entertainment, Inc. | 0 | US$0 | 0.00% |
| Globus Medical, Inc. | 0 | US$0 | 0.00% |