Parsifal Capital Management, LP
Top Portfolio Positions
18 positions ·
$849,108,064 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| COMP |
Compass, Inc.
Real Estate
|
11,918,302 | $87,122,787 | 10.26% | |
| HGV |
Hilton Grand Vacations Inc.
Consumer Cyclical
|
2,162,029 | $84,578,574 | 9.96% | |
| SN |
SharkNinja, Inc.
Consumer Cyclical
|
793,114 | $83,990,772 | 9.89% | |
| VRSN |
Verisign Inc/Ca
Technology
|
300,000 | $74,508,000 | 8.77% | |
| AKAM |
Akamai Technologies Inc
Technology
|
475,700 | $54,634,145 | 6.43% | |
| AXTA |
Axalta Coating Systems Ltd.
Basic Materials
|
1,863,336 | $51,614,407 | 6.08% | |
| CZR |
Caesars Entertainment, Inc.
Consumer Cyclical
|
1,933,700 | $51,107,691 | 6.02% | |
| ATMU |
Atmus Filtration Technologies Inc.
Consumer Cyclical
|
788,987 | $44,790,791 | 5.28% | |
| GXO |
GXO Logistics, Inc.
Industrials
|
851,121 | $44,130,623 | 5.20% | |
| IESC |
IES Holdings, Inc.
Industrials
|
90,067 | $42,914,223 | 5.05% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AVPT
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $36,244,369 | 3,811,185 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $52,117,766 | 3,752,179 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $127,926,327 | 8,522,740 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $102,098,844 | 5,287,356 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $73,365,914 | 5,080,742 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $36,419,409 | 2,205,900 | Shares | Sole | 2025-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||