Park West Asset Management LLC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.3T
Holdings
42
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (42 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | KEXKIRBY CORP | 750,000 | $85.1B | 6.43% | |
| 2 | ZZILLOW GROUP INC | 800,000 | $56.0B | 4.24% | |
| 3 | FISVFISERV INC | 320,000 | $55.2B | 4.17% | |
| 4 | AMZNAMAZON COM INC | 250,970 | $55.1B | 4.16% | |
| 5 | TIGOMILLICOM INTL CELLULAR S A | 1,377,477 | $51.6B | 3.90% | |
| 6 | OPCHOPTION CARE HEALTH INC | 1,492,304 | $48.5B | 3.67% | |
| 7 | RHCRH PLC | 514,654 | $47.2B | 3.57% | |
| 8 | ALVAUTOLIV INC | 411,000 | $46.0B | 3.48% | |
| 9 | MLNKMERIDIANLINK INC | 2,763,858 | $44.9B | 3.39% | |
| 10 | WDCWESTERN DIGITAL CORP | 700,000 | $44.8B | 3.39% | |
| 11 | FLUTFLUTTER ENTMT PLC | 150,000 | $42.9B | 3.24% | |
| 12 | LADLITHIA MTRS INC | 126,158 | $42.6B | 3.22% | |
| 13 | RMBS*RAMBUS INC DEL | 660,000 | $42.3B | 3.20% | |
| 14 | CNKCINEMARK HLDGS INC | 1,343,590 | $40.5B | 3.07% | Call |
| 15 | METAMETA PLATFORMS INC | 50,000 | $36.9B | 2.79% | |
| 16 | CPNGCOUPANG INC | 1,216,000 | $36.4B | 2.76% | |
| 17 | CPAYCORPAY INC | 106,430 | $35.3B | 2.67% | |
| 18 | MATXMATSON INC | 300,000 | $33.4B | 2.53% | |
| 19 | PHRPHREESIA INC | 1,121,497 | $31.9B | 2.41% | |
| 20 | OMFONEMAIN HLDGS INC | 555,009 | $31.6B | 2.39% | |
| 21 | GOOGLALPHABET INC | 170,000 | $30.0B | 2.27% | |
| 22 | SFDSMITHFIELD FOODS INC | 1,229,400 | $28.9B | 2.19% | |
| 23 | FISFIDELITY NATL INFORMATION SV | 340,530 | $27.7B | 2.10% | |
| 24 | GTMZOOMINFO TECHNOLOGIES INC | 2,559,900 | $25.9B | 1.96% | |
| 25 | FLEXFLEX LTD | 500,000 | $25.0B | 1.89% | |
| 26 | TOSTTOAST INC | 562,075 | $24.9B | 1.88% | |
| 27 | KSPIKASPI KZ JSC | 290,028 | $24.6B | 1.86% | |
| 28 | PRCHPORCH GROUP INC | 2,078,061 | $24.5B | 1.85% | Call |
| 29 | AZTAAZENTA INC | 783,743 | $24.1B | 1.82% | |
| 30 | LAURLAUREATE EDUCATION INC | 902,427 | $21.1B | 1.60% | |
| 31 | TBPHTHERAVANCE BIOPHARMA INC | 1,799,081 | $19.8B | 1.50% | |
| 32 | BTSGBRIGHTSPRING HEALTH SVCS INC | 838,056 | $19.8B | 1.50% | |
| 33 | UNHUNITEDHEALTH GROUP INC | 59,915 | $18.7B | 1.41% | |
| 34 | GPIGROUP 1 AUTOMOTIVE INC | 40,000 | $17.5B | 1.32% | |
| 35 | ENVAENOVA INTL INC | 149,811 | $16.7B | 1.26% | |
| 36 | BVBRIGHTVIEW HLDGS INC | 1,000,000 | $16.6B | 1.26% | |
| 37 | UTIUNIVERSAL TECHNICAL INST INC | 472,915 | $16.0B | 1.21% | |
| 38 | DHCDIVERSIFIED HEALTHCARE TR | 3,576,386 | $12.8B | 0.97% | |
| 39 | OGM1COGENT COMMUNICATIONS HLDGS | 221,300 | $10.7B | 0.81% | |
| 40 | LNWOLIGHT & WONDER INC | 80,000 | $7.7B | 0.58% | |
| 41 | —LAZYDAYS HLDGS INC | 3,185,729 | $775.7M | 0.06% | |
| 42 | SPWRWCOMPLETE SOLARIA INC | 600,105 | $195.3M | 0.01% |