Parsifal Capital Management as of Dec. 31, 2023
Portfolio Holdings for Parsifal Capital Management
Parsifal Capital Management holds 19 positions in its portfolio as reported in the December 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sharkninja Com Shs (SN) | 11.1 | $162M | 3.2M | 51.17 | |
| Hilton Grand Vacations (HGV) | 11.0 | $160M | 4.0M | 40.18 | |
| Aercap Holdings Nv SHS (AER) | 9.2 | $134M | 1.8M | 74.32 | |
| Clorox Company (CLX) | 8.8 | $128M | 899k | 142.59 | |
| Lamb Weston Hldgs (LW) | 8.3 | $121M | 1.1M | 108.09 | |
| International Game Technolog Shs Usd (IGT) | 8.1 | $118M | 4.3M | 27.41 | |
| Rover Group Com Cl A | 5.4 | $78M | 7.2M | 10.88 | |
| Match Group (MTCH) | 4.5 | $66M | 1.8M | 36.50 | |
| Nutanix Cl A (NTNX) | 4.3 | $63M | 1.3M | 47.69 | |
| Bio Rad Labs Cl A (BIO) | 4.2 | $62M | 192k | 322.89 | |
| Kroger (KR) | 4.0 | $59M | 1.3M | 45.71 | |
| Cigna Corp (CI) | 3.8 | $56M | 187k | 299.45 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 3.4 | $50M | 645k | 77.51 | |
| American Water Works (AWK) | 3.1 | $44M | 337k | 131.99 | |
| Anthem (ELV) | 3.0 | $44M | 94k | 471.56 | |
| Ccc Intelligent Solutions Holdings (CCCS) | 2.9 | $42M | 3.7M | 11.39 | |
| Burlington Stores (BURL) | 2.2 | $31M | 162k | 194.48 | |
| R1 RCM (RCM) | 1.6 | $24M | 2.3M | 10.57 | |
| Willscot Mobil Mini Hldng Com Cl A (WSC) | 1.0 | $14M | 317k | 44.50 |
