Parsifal Capital Management as of Dec. 31, 2022
Portfolio Holdings for Parsifal Capital Management
Parsifal Capital Management holds 18 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nutanix Cl A Call Option (NTNX) | 18.2 | $237M | 9.1M | 26.05 | |
| Hilton Grand Vacations (HGV) | 15.6 | $203M | 5.3M | 38.54 | |
| Globe Life (GL) | 8.7 | $113M | 941k | 120.55 | |
| Activision Blizzard | 6.8 | $89M | 1.2M | 76.55 | |
| Bath & Body Works In (BBWI) | 6.3 | $81M | 1.9M | 42.14 | |
| Verisign (VRSN) | 5.8 | $76M | 367k | 205.44 | |
| Aercap Holdings Nv SHS (AER) | 5.3 | $69M | 1.2M | 58.32 | |
| Lamb Weston Hldgs (LW) | 5.2 | $67M | 754k | 89.36 | |
| Burlington Stores (BURL) | 4.5 | $58M | 285k | 202.76 | |
| Onemain Holdings (OMF) | 4.4 | $58M | 1.7M | 33.31 | |
| Vici Pptys (VICI) | 4.0 | $52M | 1.6M | 32.40 | |
| Nutrien (NTR) | 3.3 | $43M | 584k | 73.03 | |
| FleetCor Technologies | 3.0 | $39M | 214k | 183.68 | |
| New York Times Cl A (NYT) | 2.5 | $33M | 1.0M | 32.46 | |
| Rover Group Com Cl A | 2.4 | $31M | 8.3M | 3.67 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 2.3 | $30M | 3.4M | 8.70 | |
| Dave & Buster's Entertainmnt (PLAY) | 1.5 | $19M | 541k | 35.44 | |
| Penn National Gaming (PENN) | 0.2 | $2.7M | 92k | 29.70 |
