Parsifal Capital Management, LP Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$1.2T
Holdings
13
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (13 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SNSHARKNINJA INC | 2,122,600 | $210.1B | 17.80% | Put |
| 2 | ACIALBERTSONS COS INC | 7,081,341 | $152.3B | 12.91% | |
| 3 | DLTRDOLLAR TREE INC | 1,356,269 | $134.3B | 11.38% | |
| 4 | MMM3M CO | 712,152 | $108.4B | 9.19% | |
| 5 | HGVHILTON GRAND VACATIONS INC | 2,491,420 | $103.5B | 8.77% | |
| 6 | AVPTAVEPOINT INC | 5,287,356 | $102.1B | 8.65% | |
| 7 | ATMUATMUS FILTRATION TECHNOLOGIE | 1,739,635 | $63.4B | 5.37% | |
| 8 | UNHUNITEDHEALTH GROUP INC | 185,091 | $57.7B | 4.89% | |
| 9 | NTNXNUTANIX INC | 746,792 | $57.1B | 4.84% | |
| 10 | CORZCORE SCIENTIFIC INC NEW | 3,029,200 | $51.7B | 4.38% | Put |
| 11 | GMEDGLOBUS MED INC | 852,761 | $50.3B | 4.26% | |
| 12 | TEVATEVA PHARMACEUTICAL INDS LTD | 2,900,630 | $48.6B | 4.12% | |
| 13 | GXOGXO LOGISTICS INCORPORATED | 835,500 | $40.7B | 3.45% |