Parsifal Capital Management, LP Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$715.9B
Holdings
14
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 4,930,394 | $176.2B | 24.61% | |
| 2 | GLGLOBE LIFE INC | 836,400 | $81.5B | 11.39% | |
| 3 | GPNGLOBAL PMTS INC | 607,147 | $67.2B | 9.38% | |
| 4 | OMFONEMAIN HLDGS INC | 1,636,722 | $61.2B | 8.55% | |
| 5 | BBWIBATH & BODY WORKS INC | 2,266,835 | $61.0B | 8.52% | |
| 6 | NTNXNUTANIX INC | 3,678,024 | $53.8B | 7.52% | |
| 7 | FNFFIDELITY NATIONAL FINANCIAL | 1,189,483 | $44.0B | 6.14% | |
| 8 | NTRNUTRIEN LTD | 498,033 | $39.7B | 5.54% | |
| 9 | PLAYDAVE & BUSTERS ENTMT INC | 1,063,555 | $34.9B | 4.87% | |
| 10 | —ROVER GROUP INC | 8,585,777 | $32.3B | 4.51% | |
| 11 | CCCCCC INTELLIGENT SOLUTIONS HL | 3,189,702 | $29.3B | 4.10% | |
| 12 | AERAERCAP HOLDINGS NV | 671,100 | $27.5B | 3.84% | |
| 13 | ALGMALLEGRO MICROSYSTEMS INC | 220,907 | $4.6B | 0.64% | |
| 14 | PENNPENN NATL GAMING INC | 91,800 | $2.8B | 0.39% |