Institutional Fund
Parsifal Capital Management, LP
Greenwich, CTCIK 17760905 filings on record
Portfolio Value
$774.60M
Q1 2026
Holdings
17
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-22.0%
from $992.59M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Compass Inc11.2%
- Hilton Grand Vacations Inc10.9%
- Sharkninja Inc10.8%
- Akamai Technologies Inc7.1%
- Axalta Coating Sys Ltd6.7%
- Caesars Entertainment Inc Ne6.6%
- Other46.7%
Portfolio Holdings
17 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Compass Inc | 11.92M | $87.12M | 11.2% | +11.92M | New |
| 2 | Hilton Grand Vacations Inc | 2.16M | $84.58M | 10.9% | −313.5K | Reduced |
| 3 | Sharkninja Inc | 793.1K | $83.99M | 10.8% | −406.8K | Reduced |
| 4 | Akamai Technologies Inc | 475.7K | $54.63M | 7.1% | +475.7K | New |
| 5 | Axalta Coating Sys Ltd | 1.86M | $51.61M | 6.7% | −321.0K | Reduced |
| 6 | Caesars Entertainment Inc Ne | 1.93M | $51.11M | 6.6% | +1.93M | New |
| 7 | Atmus Filtration Technologie | 789.0K | $44.79M | 5.8% | −445.3K | Reduced |
| 8 | Gxo Logistics Incorporated | 851.1K | $44.13M | 5.7% | −590.5K | Reduced |
| 9 | Ies Hldgs Inc | 90.1K | $42.91M | 5.5% | −10.1K | Reduced |
| 10 | Viavi Solutions Inc | 1.29M | $42.80M | 5.5% | −2.10M | Reduced |
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