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 |
|---|---|---|---|---|
| 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% |
Holdings in AXTA
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $51,614,407 | 1,863,336 | Shares | Sole | 2026-05-15 | |
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