Parsifal Capital Management, LP Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$1448.4T
Holdings
19
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SNSHARKNINJA INC | 3,153,997 | $196.5T | 13.56% | |
| 2 | HGVHILTON GRAND VACATIONS INC | 3,673,453 | $173.4T | 11.97% | |
| 3 | ACIALBERTSONS COS INC | 6,808,813 | $146.0T | 10.08% | |
| 4 | CLXCLOROX CO DEL | 835,614 | $127.9T | 8.83% | |
| 5 | IGTINTERNATIONAL GAME TECHNOLOG | 4,195,975 | $94.8T | 6.54% | |
| 6 | AERAERCAP HOLDINGS NV | 1,033,626 | $89.8T | 6.20% | |
| 7 | CITHE CIGNA GROUP | 230,576 | $83.7T | 5.78% | |
| 8 | LWLAMB WESTON HLDGS INC | 726,240 | $77.4T | 5.34% | |
| 9 | NTNXNUTANIX INC | 1,192,799 | $73.6T | 5.08% | |
| 10 | TEVATEVA PHARMACEUTICAL INDS LTD | 5,048,300 | $71.2T | 4.92% | |
| 11 | BUWABIO RAD LABS INC | 178,013 | $61.6T | 4.25% | |
| 12 | WDCWESTERN DIGITAL CORP. | 725,500 | $49.5T | 3.42% | |
| 13 | ELVELEVANCE HEALTH INC | 87,108 | $45.2T | 3.12% | |
| 14 | TKOTKO GROUP HOLDINGS INC | 447,000 | $38.6T | 2.67% | |
| 15 | KRKROGER CO | 648,611 | $37.1T | 2.56% | |
| 16 | LLYELI LILLY & CO | 44,800 | $34.9T | 2.41% | |
| 17 | ATMUATMUS FILTRATION TECHNOLOGIE | 655,469 | $21.1T | 1.46% | |
| 18 | CCCCCC INTELLIGENT SOLUTIONS HL | 1,692,912 | $20.2T | 1.40% | |
| 19 | MTCHMATCH GROUP INC NEW | 161,193 | $5.8T | 0.40% |