Parsifal Capital Management as of March 31, 2026
Portfolio Holdings for Parsifal Capital Management
Parsifal Capital Management holds 18 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Compass Cl A (COMP) | 10.3 | $87M | 12M | 7.31 | |
| Hilton Grand Vacations (HGV) | 10.0 | $85M | 2.2M | 39.12 | |
| Sharkninja Com Shs (SN) | 9.9 | $84M | 793k | 105.90 | |
| Verisign Call Option (VRSN) | 8.8 | $75M | 300k | 248.36 | |
| Akamai Technologies (AKAM) | 6.4 | $55M | 476k | 114.85 | |
| Axalta Coating Sys (AXTA) | 6.1 | $52M | 1.9M | 27.70 | |
| Caesars Entertainment (CZR) | 6.0 | $51M | 1.9M | 26.43 | |
| Atmus Filtration Technologies Ord (ATMU) | 5.3 | $45M | 789k | 56.77 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 5.2 | $44M | 851k | 51.85 | |
| Ies Hldgs (IESC) | 5.1 | $43M | 90k | 476.47 | |
| Viavi Solutions Inc equities (VIAV) | 5.0 | $43M | 1.3M | 33.28 | |
| 3M Company (MMM) | 4.6 | $39M | 268k | 145.23 | |
| Avepoint Com Cl A (AVPT) | 4.3 | $36M | 3.8M | 9.51 | |
| Globus Med Cl A (GMED) | 3.9 | $33M | 387k | 86.16 | |
| Albertsons Cos Common Stock (ACI) | 3.5 | $29M | 1.7M | 17.04 | |
| Jumia Technologies Sponsored Ads (JMIA) | 2.8 | $24M | 3.5M | 6.90 | |
| Teradata Corporation (TDC) | 2.2 | $18M | 715k | 25.63 | |
| Louisiana-Pacific Corporation (LPX) | 0.8 | $6.7M | 92k | 72.75 |
