Parsifal Capital Management, LP Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$560.5B
Holdings
15
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | LPROOPEN LENDING CORP | 3,150,947 | $80.3B | 14.34% | |
| 2 | FNFFIDELITY NATIONAL FINANCIAL | 1,882,635 | $58.9B | 10.52% | |
| 3 | VICIVICI PPTYS INC | 2,358,000 | $55.1B | 9.83% | |
| 4 | GPNGLOBAL PMTS INC | 255,500 | $45.4B | 8.10% | |
| 5 | LBEURL BRANDS INC | 1,228,375 | $39.1B | 6.97% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 118,900 | $35.0B | 6.24% | |
| 7 | TSEMTOWER SEMICONDUCTOR LTD | 1,711,798 | $31.2B | 5.56% | |
| 8 | ALLYALLY FINL INC | 1,239,400 | $31.1B | 5.54% | |
| 9 | REGIEURRENEWABLE ENERGY GROUP INC | 550,647 | $29.4B | 5.25% | |
| 10 | HGVHILTON GRAND VACATIONS INC | 1,344,900 | $28.2B | 5.03% | |
| 11 | DARDARLING INGREDIENTS INC | 769,793 | $27.7B | 4.95% | |
| 12 | SMARGBPSMARTSHEET INC | 550,425 | $27.2B | 4.85% | |
| 13 | ACAARCOSA INC | 571,885 | $25.2B | 4.50% | |
| 14 | NFLXNETFLIX INC | 47,705 | $23.9B | 4.26% | |
| 15 | TWTRADEWEB MKTS INC | 392,999 | $22.8B | 4.07% |