Parsifal Capital Management as of June 30, 2020
Portfolio Holdings for Parsifal Capital Management
Parsifal Capital Management holds 17 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Tradeweb Mkts Cl A (TW) | 12.3 | $42M | 714k | 58.14 | |
| Vici Pptys (VICI) | 7.6 | $26M | 1.3M | 20.19 | |
| Tractor Supply Company (TSCO) | 6.8 | $23M | 175k | 131.79 | |
| Fidelity National Financial Fnf Group Com (FNF) | 6.7 | $23M | 740k | 30.66 | |
| Arcosa (ACA) | 6.6 | $22M | 529k | 42.20 | |
| Boston Scientific Corporation (BSX) | 6.6 | $22M | 631k | 35.11 | |
| Renewable Energy Group Com New | 6.4 | $22M | 870k | 24.78 | |
| Fidelity National Information Services (FIS) | 6.4 | $22M | 160k | 134.09 | |
| Smartsheet Com Cl A (SMAR) | 6.1 | $21M | 405k | 50.92 | |
| Tower Semiconductor Shs New (TSEM) | 6.0 | $20M | 1.1M | 19.09 | |
| Iqvia Holdings (IQV) | 5.4 | $18M | 129k | 141.88 | |
| UnitedHealth (UNH) | 5.3 | $18M | 61k | 294.95 | |
| Darling International (DAR) | 4.7 | $16M | 640k | 24.62 | |
| Mastercard Incorporated Cl A (MA) | 3.9 | $13M | 45k | 295.70 | |
| Netflix (NFLX) | 3.4 | $12M | 26k | 455.05 | |
| Hilton Grand Vacations (HGV) | 3.0 | $10M | 522k | 19.55 | |
| Humana (HUM) | 2.8 | $9.5M | 24k | 387.75 |
