PARSIFAL CAPITAL MANAGEMENT, LP
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AVPT | 3.75M | $52.12M |
 | VIAV | 3.39M | $60.33M |
 | TEVA | 2.82M | $88.01M |
 | HGV | 2.48M | $110.78M |
 | ACI | 2.47M | $42.40M |
 | AXTA | 2.18M | $70.58M |
 | GXO | 1.44M | $75.89M |
 | ATMU | 1.23M | $64.07M |
 | GMED | 1.22M | $106.76M |
 | SN | 1.20M | $134.27M |
 | CORZ | 1.20M | $17.44M |
 | MMM | 417K | $66.82M |
 | LPX | 180K | $14.55M |
 | UNH | 150K | $49.60M |
 | IESC | 100K | $38.97M |
AvePoint, Inc.
AVPT
Shares Held
3.75M
Value
$52.12M
Viavi Solutions Inc.
VIAV
Shares Held
3.39M
Value
$60.33M
Teva Pharmaceutical Industries Limited
TEVA
Shares Held
2.82M
Value
$88.01M
Hilton Grand Vacations Inc.
HGV
Shares Held
2.48M
Value
$110.78M
Albertsons Companies, Inc.
ACI
Shares Held
2.47M
Value
$42.40M
Axalta Coating Systems Ltd.
AXTA
Shares Held
2.18M
Value
$70.58M
GXO Logistics, Inc.
GXO
Shares Held
1.44M
Value
$75.89M
Atmus Filtration Technologies Inc.
ATMU
Shares Held
1.23M
Value
$64.07M
Globus Medical, Inc.
GMED
Shares Held
1.22M
Value
$106.76M
SharkNinja, Inc.
SN
Shares Held
1.20M
Value
$134.27M
Core Scientific, Inc.
CORZ
Shares Held
1.20M
Value
$17.44M
3M Company
MMM
Shares Held
417K
Value
$66.82M
Louisiana-Pacific Corporation
LPX
Shares Held
180K
Value
$14.55M
UnitedHealth Group Incorporated
UNH
Shares Held
150K
Value
$49.60M
IES Holdings, Inc.
IESC
Shares Held
100K
Value
$38.97M