Park West Asset Management LLC
Top Portfolio Positions
47 positions ·
$1,121,650,878 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
285,000 | $81,954,600 | 7.31% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
370,970 | $77,261,921 | 6.89% | |
| FLEX |
Flex Ltd.
Technology
|
991,497 | $64,903,393 | 5.79% | |
| MKSI |
Mks Inc
Technology
|
249,240 | $57,277,844 | 5.11% | |
| HQY |
Healthequity, Inc.
Healthcare
|
623,156 | $52,077,146 | 4.64% | |
| PRMB |
Primo Brands Corp
Consumer Defensive
|
2,714,892 | $51,121,416 | 4.56% | |
| BKD |
Brookdale Senior Living Inc.
Healthcare
|
3,576,625 | $48,928,230 | 4.36% | |
| CNK |
Cinemark Holdings, Inc.
Communication Services
|
1,524,099 | $43,467,303 | 3.88% | |
| PRCH |
Porch Group, Inc.
Financial Services
|
5,097,192 | $36,546,866 | 3.26% | |
| CCOI |
Cogent Communications Holdings, Inc.
Communication Services
|
1,935,201 | $36,459,186 | 3.25% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MKSI
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $57,277,844 | 249,240 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $44,522,517 | 278,614 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,426,200 | 60,000 | Shares | Sole | 2025-11-14 | |
| No 13F history on record for this holder in this stock. | ||||||