PARSIFAL CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | COMP | 11.92M | $87.12M |
 | AVPT | 3.81M | $36.24M |
 | JMIA | 3.49M | $24.05M |
 | HGV | 2.16M | $84.58M |
 | CZR | 1.93M | $51.11M |
 | AXTA | 1.86M | $51.61M |
 | ACI | 1.72M | $29.33M |
 | VIAV | 1.29M | $42.80M |
 | GXO | 851K | $44.13M |
 | SN | 793K | $83.99M |
 | ATMU | 789K | $44.79M |
 | TDC | 715K | $18.32M |
 | AKAM | 476K | $54.63M |
 | GMED | 387K | $33.35M |
 | MMM | 268K | $38.92M |
 | LPX | 92K | $6.68M |
 | IESC | 90K | $42.91M |
Compass, Inc.
COMP
Shares Held
11.92M
Value
$87.12M
AvePoint, Inc.
AVPT
Shares Held
3.81M
Value
$36.24M
Jumia Technologies AG
JMIA
Shares Held
3.49M
Value
$24.05M
Hilton Grand Vacations Inc.
HGV
Shares Held
2.16M
Value
$84.58M
Caesars Entertainment, Inc.
CZR
Shares Held
1.93M
Value
$51.11M
Axalta Coating Systems Ltd.
AXTA
Shares Held
1.86M
Value
$51.61M
Albertsons Companies, Inc.
ACI
Shares Held
1.72M
Value
$29.33M
Viavi Solutions Inc.
VIAV
Shares Held
1.29M
Value
$42.80M
GXO Logistics, Inc.
GXO
Shares Held
851K
Value
$44.13M
SharkNinja, Inc.
SN
Shares Held
793K
Value
$83.99M
Atmus Filtration Technologies Inc.
ATMU
Shares Held
789K
Value
$44.79M
Teradata Corporation
TDC
Shares Held
715K
Value
$18.32M
Akamai Technologies, Inc.
AKAM
Shares Held
476K
Value
$54.63M
Globus Medical, Inc.
GMED
Shares Held
387K
Value
$33.35M
3M Company
MMM
Shares Held
268K
Value
$38.92M
Louisiana-Pacific Corporation
LPX
Shares Held
92K
Value
$6.68M
IES Holdings, Inc.
IESC
Shares Held
90K
Value
$42.91M