Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Parsifal Capital Management, LP (CIK 1776090) reported $849.1M across 17 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: COMP ($87.1M, 10.26%), HGV ($84.6M, 9.96%), SN ($84.0M, 9.89%), VRSN ($74.5M, 8.77%), AKAM ($54.6M, 6.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | COMP | COMPASS INC | $87.1M | 10.26% | 11.9M | Added |
| 2 | HGV | HILTON GRAND VACATIONS INC | $84.6M | 9.96% | 2.2M | Trimmed |
| 3 | SN | SHARKNINJA INC | $84.0M | 9.89% | 793,114 | Trimmed |
| 4 | VRSN | VERISIGN INC | $74.5M | 8.77% | 300,000 | New |
| 5 | AKAM | AKAMAI TECHNOLOGIES INC | $54.6M | 6.43% | 475,700 | New |
| 6 | AXTA | AXALTA COATING SYS LTD | $51.6M | 6.08% | 1.9M | Trimmed |
| 7 | CZR | CAESARS ENTERTAINMENT INC NE | $51.1M | 6.02% | 1.9M | New |
| 8 | ATMU | ATMUS FILTRATION TECHNOLOGIE | $44.8M | 5.28% | 788,987 | Trimmed |
| 9 | GXO | GXO LOGISTICS INCORPORATED | $44.1M | 5.20% | 851,121 | Trimmed |
| 10 | IESC | IES HOLDINGS INC | $42.9M | 5.05% | 90,067 | Trimmed |
| 11 | VIAV | VIAVI SOLUTIONS INC | $42.8M | 5.04% | 1.3M | Trimmed |
| 12 | MMM | 3M CO | $38.9M | 4.58% | 268,013 | Trimmed |
| 13 | AVPT | AVEPOINT INC | $36.2M | 4.27% | 3.8M | Added |
| 14 | GMED | GLOBUS MED INC | $33.4M | 3.93% | 387,117 | Trimmed |
| 15 | ACI | ALBERTSONS COS INC | $29.3M | 3.45% | 1.7M | Trimmed |
| 16 | JMIA | JUMIA TECHNOLOGIES AG | $24.1M | 2.83% | 3.5M | New |
| 17 | TDC | TERADATA CORP DEL | $18.3M | 2.16% | 714,900 | New |
| 18 | LPX | LOUISIANA PAC CORP | $6.7M | 0.79% | 91,884 | Trimmed |
| 19 | CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | Exited |
| 20 | TEVA | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | Exited |
| 21 | UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | Exited |
| 22 | WBD | WARNER BROS DISCOVERY INC | $0 | 0.00% | 0 | Exited |
| 23 | Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31