Parsifal Capital Management, LP Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$272.8B
Holdings
14
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | REGIEURRENEWABLE ENERGY GROUP INC | 2,289,217 | $47.0B | 17.23% | |
| 2 | ACAARCOSA INC | 1,066,213 | $42.4B | 15.53% | |
| 3 | FISFIDELITY NATL INFORMATION SV | 246,310 | $30.0B | 10.98% | |
| 4 | TWTRADEWEB MKTS INC | 526,090 | $22.1B | 8.11% | |
| 5 | TSEMTOWER SEMICONDUCTOR LTD | 1,380,917 | $22.0B | 8.06% | |
| 6 | UNHUNITEDHEALTH GROUP INC | 70,400 | $17.6B | 6.44% | |
| 7 | DISDISNEY WALT CO | 169,800 | $16.4B | 6.01% | |
| 8 | NFLXNETFLIX INC | 40,505 | $15.2B | 5.58% | |
| 9 | LBEURL BRANDS INC | 1,280,453 | $14.8B | 5.43% | |
| 10 | BSXBOSTON SCIENTIFIC CORP | 360,500 | $11.8B | 4.31% | |
| 11 | MAMASTERCARD INC | 48,000 | $11.6B | 4.25% | |
| 12 | HUMHUMANA INC | 29,100 | $9.1B | 3.35% | |
| 13 | GPNGLOBAL PMTS INC | 59,000 | $8.5B | 3.12% | |
| 14 | MDTMEDTRONIC PLC | 48,800 | $4.4B | 1.61% |