PARSIFAL CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVPT | 8.52M | $127.93M |
 | ACI | 6.71M | $117.48M |
 | HGV | 2.20M | $91.87M |
 | TEVA | 2.01M | $40.61M |
 | GXO | 1.48M | $78.43M |
 | ATMU | 1.24M | $56.05M |
 | GMED | 1.10M | $63.25M |
 | SN | 1.08M | $111.77M |
 | DLTR | 1.05M | $99.29M |
 | MMM | 584K | $90.60M |
 | LPX | 520K | $46.16M |
 | SXT | 499K | $46.78M |
 | CVS | 182K | $13.74M |
 | UNH | 155K | $53.38M |
 | IESC | 65K | $25.77M |
 | HUM | 44K | $11.45M |
AvePoint, Inc.
AVPT
Shares Held
8.52M
Value
$127.93M
Albertsons Companies, Inc.
ACI
Shares Held
6.71M
Value
$117.48M
Hilton Grand Vacations Inc.
HGV
Shares Held
2.20M
Value
$91.87M
Teva Pharmaceutical Industries Limited
TEVA
Shares Held
2.01M
Value
$40.61M
GXO Logistics, Inc.
GXO
Shares Held
1.48M
Value
$78.43M
Atmus Filtration Technologies Inc.
ATMU
Shares Held
1.24M
Value
$56.05M
Globus Medical, Inc.
GMED
Shares Held
1.10M
Value
$63.25M
SharkNinja, Inc.
SN
Shares Held
1.08M
Value
$111.77M
Dollar Tree, Inc.
DLTR
Shares Held
1.05M
Value
$99.29M
3M Company
MMM
Shares Held
584K
Value
$90.60M
Louisiana-Pacific Corporation
LPX
Shares Held
520K
Value
$46.16M
Sensient Technologies Corporation
SXT
Shares Held
499K
Value
$46.78M
CVS Health Corporation
CVS
Shares Held
182K
Value
$13.74M
UnitedHealth Group Incorporated
UNH
Shares Held
155K
Value
$53.38M
IES Holdings, Inc.
IESC
Shares Held
65K
Value
$25.77M
Humana Inc.
HUM
Shares Held
44K
Value
$11.45M