Parsifal Capital Management as of June 30, 2021
Portfolio Holdings for Parsifal Capital Management
Parsifal Capital Management holds 16 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hilton Grand Vacations (HGV) | 13.3 | $163M | 3.9M | 41.39 | |
| L Brands | 11.8 | $145M | 2.0M | 72.06 | |
| Onemain Holdings (OMF) | 10.1 | $124M | 2.1M | 59.91 | |
| Vici Pptys (VICI) | 7.3 | $89M | 2.9M | 31.02 | |
| Ally Financial (ALLY) | 7.3 | $89M | 1.8M | 49.84 | |
| Fidelity National Financial Fnf Group Com (FNF) | 6.9 | $85M | 2.0M | 43.46 | |
| Darling International (DAR) | 6.5 | $79M | 1.2M | 67.50 | |
| Global Payments (GPN) | 6.4 | $79M | 420k | 187.54 | |
| Axalta Coating Sys (AXTA) | 6.1 | $75M | 2.4M | 30.49 | |
| Zynga Cl A | 5.2 | $63M | 5.9M | 10.63 | |
| Fastly Cl A Put Option (FSLY) | 4.1 | $51M | 850k | 59.60 | |
| Tower Semiconductor Shs New (TSEM) | 3.9 | $48M | 1.6M | 29.43 | |
| Crown Holdings (CCK) | 3.9 | $47M | 463k | 102.21 | |
| FleetCor Technologies | 3.5 | $43M | 170k | 256.06 | |
| Open Lending Corp Com Cl A (LPRO) | 1.9 | $24M | 552k | 43.09 | |
| Dragoneer Growth Opportun Com Cl A | 1.8 | $22M | 2.2M | 9.96 |
