Park West Asset Management as of Dec. 31, 2025
Portfolio Holdings for Park West Asset Management
Park West Asset Management holds 47 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Cap Stk Cl A (GOOGL) | 9.1 | $110M | 352k | 313.00 | |
| Zillow Group Cl C Cap Stk (Z) | 5.9 | $71M | 1.0M | 68.22 | |
| Amazon (AMZN) | 5.8 | $69M | 301k | 230.82 | |
| Flex Ord (FLEX) | 4.9 | $59M | 982k | 60.42 | |
| Lithia Mtrs Call Call Option (LAD) | 4.1 | $50M | 150k | 332.33 | |
| Porch Group (PRCH) | 3.8 | $46M | 5.1M | 9.13 | |
| MKS Instruments (MKSI) | 3.7 | $45M | 279k | 159.80 | |
| Tower Semiconductor Shs New (TSEM) | 3.5 | $42M | 355k | 117.42 | |
| Flutter Entmt SHS (FLUT) | 3.2 | $39M | 182k | 215.04 | |
| TTM Technologies (TTMI) | 3.1 | $38M | 543k | 69.00 | |
| Vertex Cl A (VERX) | 3.0 | $37M | 1.8M | 19.97 | |
| Zoominfo Technologies Common Stock (GTM) | 3.0 | $36M | 3.5M | 10.17 | |
| Fortrea Hldgs Common Stock (FTRE) | 2.9 | $35M | 2.0M | 17.25 | |
| Coupang Cl A (CPNG) | 2.8 | $34M | 1.4M | 23.59 | |
| Cinemark Holdings (CNK) | 2.8 | $34M | 1.5M | 23.24 | |
| Enova Intl (ENVA) | 2.7 | $33M | 209k | 157.20 | |
| Mercury General Corporation (MCY) | 2.6 | $31M | 329k | 94.06 | |
| Cogent Communications Hldgs Com New (CCOI) | 2.5 | $30M | 1.4M | 21.56 | |
| Becton, Dickinson and (BDX) | 2.3 | $27M | 140k | 194.07 | |
| Toast Cl A (TOST) | 2.1 | $26M | 720k | 35.51 | |
| CRH Ord (CRH) | 2.1 | $25M | 200k | 124.80 | |
| Brooks Automation (AZTA) | 1.9 | $23M | 700k | 33.26 | |
| Synopsys (SNPS) | 1.8 | $22M | 47k | 469.72 | |
| Autoliv (ALV) | 1.7 | $21M | 175k | 118.70 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 1.7 | $20M | 1.3M | 16.35 | |
| Western Digital (WDC) | 1.6 | $19M | 112k | 172.27 | |
| Millicom Intl Cellular S A Com Stk (TIGO) | 1.5 | $19M | 335k | 55.44 | |
| Terawulf (WULF) | 1.4 | $16M | 1.4M | 11.49 | |
| Universal Technical Institute (UTI) | 1.1 | $13M | 497k | 26.13 | |
| NVIDIA Corporation (NVDA) | 1.0 | $12M | 65k | 186.50 | |
| CVS Caremark Corporation (CVS) | 1.0 | $12M | 147k | 79.36 | |
| Hut 8 Corp (HUT) | 1.0 | $12M | 254k | 45.94 | |
| Option Care Health Com New (OPCH) | 0.9 | $11M | 354k | 31.86 | |
| Brightspring Health Svcs (BTSG) | 0.9 | $11M | 294k | 37.45 | |
| Mamamancini's Holdings (MAMA) | 0.9 | $11M | 800k | 13.49 | |
| Diversified Healthcare Tr Com Sh Ben Int (DHC) | 0.7 | $9.0M | 1.9M | 4.85 | |
| Phreesia (PHR) | 0.7 | $8.8M | 523k | 16.92 | |
| Colfax Corp (ENOV) | 0.7 | $8.2M | 306k | 26.64 | |
| Brookdale Senior Living (BKD) | 0.6 | $7.7M | 717k | 10.79 | |
| Kirby Corporation (KEX) | 0.6 | $7.3M | 66k | 110.18 | |
| Iren Ordinary Shares (IREN) | 0.6 | $7.0M | 185k | 37.77 | |
| Kilroy Realty Corporation (KRC) | 0.5 | $6.5M | 175k | 37.37 | |
| Hudson Pac Pptys (HPP) | 0.4 | $4.5M | 415k | 10.83 | |
| Theravance Biopharma (TBPH) | 0.3 | $3.4M | 182k | 18.71 | |
| Onemain Holdings (OMF) | 0.2 | $2.7M | 41k | 67.55 | |
| Service Pptys Tr Com Sh Ben Int (SVC) | 0.1 | $1.7M | 926k | 1.84 | |
| Sunpower *w Exp 07/31/202 (SPWRW) | 0.0 | $144k | 600k | 0.24 |
