Parsifal Capital Management as of June 30, 2026
Portfolio Holdings for Parsifal Capital Management
Parsifal Capital Management holds 15 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Compass Cl A (COMP) | 17.7 | $146M | 12M | 12.33 | |
| Hilton Grand Vacations (HGV) | 13.2 | $109M | 2.1M | 52.37 | |
| Sharkninja Com Shs (SN) | 10.2 | $84M | 552k | 152.27 | |
| Axalta Coating Sys (AXTA) | 9.9 | $82M | 2.4M | 34.22 | |
| Akamai Technologies (AKAM) | 9.8 | $81M | 685k | 118.21 | |
| 3M Company (MMM) | 6.9 | $57M | 352k | 161.91 | |
| Gxo Logistics Incorporated Common Stock (GXO) | 5.6 | $46M | 909k | 50.70 | |
| Avepoint Com Cl A (AVPT) | 5.2 | $43M | 3.8M | 11.21 | |
| Ies Hldgs (IESC) | 4.4 | $36M | 49k | 734.66 | |
| Jumia Technologies Sponsored Ads (JMIA) | 4.0 | $33M | 4.7M | 7.05 | |
| Verisign (VRSN) | 3.7 | $30M | 121k | 251.56 | |
| Viavi Solutions Inc equities (VIAV) | 3.6 | $30M | 619k | 47.75 | |
| Albertsons Cos Common Stock (ACI) | 2.5 | $21M | 1.5M | 13.53 | |
| Louisiana-Pacific Corporation (LPX) | 2.2 | $19M | 235k | 78.66 | |
| Fermi Call Option (FRMI) | 1.1 | $9.2M | 1.0M | 9.16 |
