Parsifal Capital Management, LP Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$337.8B
Holdings
17
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TWTRADEWEB MKTS INC | 713,990 | $41.5B | 12.29% | |
| 2 | VICIVICI PPTYS INC | 1,273,000 | $25.7B | 7.61% | |
| 3 | TSCOTRACTOR SUPPLY CO | 175,200 | $23.1B | 6.83% | |
| 4 | FNFFIDELITY NATIONAL FINANCIAL | 739,835 | $22.7B | 6.71% | |
| 5 | ACAARCOSA INC | 529,085 | $22.3B | 6.61% | |
| 6 | BSXBOSTON SCIENTIFIC CORP | 631,000 | $22.2B | 6.56% | |
| 7 | REGIEURRENEWABLE ENERGY GROUP INC | 869,683 | $21.6B | 6.38% | |
| 8 | FISFIDELITY NATL INFORMATION SV | 160,010 | $21.5B | 6.35% | |
| 9 | SMARGBPSMARTSHEET INC | 405,100 | $20.6B | 6.11% | |
| 10 | TSEMTOWER SEMICONDUCTOR LTD | 1,064,298 | $20.3B | 6.01% | |
| 11 | IQVIQVIA HLDGS INC | 129,000 | $18.3B | 5.42% | |
| 12 | UNHUNITEDHEALTH GROUP INC | 60,600 | $17.9B | 5.29% | |
| 13 | DARDARLING INGREDIENTS INC | 639,593 | $15.7B | 4.66% | |
| 14 | MAMASTERCARD INCORPORATED | 44,700 | $13.2B | 3.91% | |
| 15 | NFLXNETFLIX INC | 25,505 | $11.6B | 3.44% | |
| 16 | HGVHILTON GRAND VACATIONS INC | 521,600 | $10.2B | 3.02% | |
| 17 | HUMHUMANA INC | 24,400 | $9.5B | 2.80% |