Parsifal Capital Management as of Sept. 30, 2020
Portfolio Holdings for Parsifal Capital Management
Parsifal Capital Management holds 15 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Open Lending Corp Com Cl A (LPRO) | 14.3 | $80M | 3.2M | 25.50 | |
| Fidelity National Financial Fnf Group Com (FNF) | 10.5 | $59M | 1.9M | 31.31 | |
| Vici Pptys (VICI) | 9.8 | $55M | 2.4M | 23.37 | |
| Global Payments (GPN) | 8.1 | $45M | 256k | 177.58 | |
| L Brands | 7.0 | $39M | 1.2M | 31.81 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 6.2 | $35M | 119k | 293.98 | |
| Tower Semiconductor Shs New (TSEM) | 5.6 | $31M | 1.7M | 18.22 | |
| Ally Financial (ALLY) | 5.5 | $31M | 1.2M | 25.07 | |
| Renewable Energy Group Com New | 5.2 | $29M | 551k | 53.42 | |
| Hilton Grand Vacations (HGV) | 5.0 | $28M | 1.3M | 20.98 | |
| Darling International (DAR) | 4.9 | $28M | 770k | 36.03 | |
| Smartsheet Com Cl A (SMAR) | 4.9 | $27M | 550k | 49.42 | |
| Arcosa (ACA) | 4.5 | $25M | 572k | 44.09 | |
| Netflix (NFLX) | 4.3 | $24M | 48k | 500.03 | |
| Tradeweb Mkts Cl A (TW) | 4.1 | $23M | 393k | 58.00 |
