Holdings
Parsifal Capital Management, LP
As of Jun 30, 2026, Parsifal Capital Management, LP reported 13 positions worth US$783M. Largest: Compass, Inc., Hilton Grand Vacations Inc. and Sharkninja, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Compass, Inc. | 11.9M | US$146M | −58,880 | Jun 30, 2026 |
| Hilton Grand Vacations Inc. | 2.08M | US$109M | −83,300 | Jun 30, 2026 |
| Sharkninja, Inc. | 552K | US$84M | −241K | Jun 30, 2026 |
| Axalta Coating Systems Ltd. | 2.4M | US$82.1M | +535K | Jun 30, 2026 |
| Akamai Technologies, Inc. | 685K | US$81M | +209K | Jun 30, 2026 |
| 3m Company | 352K | US$57M | +84,325 | Jun 30, 2026 |
| Gxo Logistics, Inc. | 909K | US$46.1M | +57,511 | Jun 30, 2026 |
| Avepoint, Inc. | 3.83M | US$42.9M | +16,537 | Jun 30, 2026 |
| Ies Holdings, Inc. | 48,971 | US$36M | −41,096 | Jun 30, 2026 |
| Verisign, Inc. | 120K | US$30.3M | new | Jun 30, 2026 |