Park West Asset Management LLC
Top Portfolio Positions
44 positions ·
$1,118,771,669 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
352,000 | $110,176,000 | 9.85% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
300,870 | $69,446,813 | 6.21% |
| FLEX |
Flex Ltd.
Technology
|
981,995 | $59,332,137 | 5.30% |
| LAD |
Lithia Motors Inc
Consumer Cyclical
|
150,000 | $49,849,500 | 4.46% |
| PRCH |
Porch Group, Inc.
Financial Services
|
5,050,000 | $46,106,500 | 4.12% |
| MKSI |
Mks Inc
Technology
|
278,614 | $44,522,517 | 3.98% |
| TSEM |
Tower Semiconductor Ltd
Technology
|
355,304 | $41,719,795 | 3.73% |
| FLUT |
Flutter Entertainment plc
Consumer Cyclical
|
181,520 | $39,034,060 | 3.49% |
| TTMI |
Ttm Technologies Inc
Technology
|
543,167 | $37,478,523 | 3.35% |
| VERX |
Vertex, Inc.
Technology
|
1,833,428 | $36,613,557 | 3.27% |
Portfolio Trend
Holdings in KRC
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $6,539,750 | 175,000 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,393,750 | 175,000 | Shares | Sole | 2025-11-14 | |
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