Parsifal Capital Management, LP Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$1.5T
Holdings
16
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 4,499,269 | $214.0B | 14.61% | |
| 2 | BBWIBATH & BODY WORKS INC | 2,487,385 | $156.8B | 10.70% | |
| 3 | VSCOVICTORIAS SECRET AND CO | 2,172,368 | $120.0B | 8.20% | |
| 4 | OMFONEMAIN HLDGS INC | 2,014,952 | $111.5B | 7.61% | |
| 5 | FIVNFIVE9 INC | 669,734 | $107.0B | 7.30% | |
| 6 | IGTINTERNATIONAL GAME TECHNOLOG | 3,502,426 | $92.2B | 6.29% | |
| 7 | DARDARLING INGREDIENTS INC | 1,275,148 | $91.7B | 6.26% | |
| 8 | —ROVER GROUP INC | 6,464,254 | $87.8B | 6.00% | |
| 9 | GPNGLOBAL PMTS INC | 531,175 | $83.7B | 5.71% | |
| 10 | NTNXNUTANIX INC | 2,096,888 | $79.1B | 5.40% | |
| 11 | FNFFIDELITY NATIONAL FINANCIAL | 1,571,613 | $71.3B | 4.86% | |
| 12 | ALLYALLY FINL INC | 1,277,817 | $65.2B | 4.45% | |
| 13 | AXTAAXALTA COATING SYS LTD | 1,991,514 | $58.1B | 3.97% | |
| 14 | FLT1EURFLEETCOR TECHNOLOGIES INC | 194,947 | $50.9B | 3.48% | |
| 15 | ZNGAEURZYNGA INC | 6,451,562 | $48.6B | 3.32% | |
| 16 | CCCCCC INTELLIGENT SOLUTIONS HL | 2,559,980 | $26.9B | 1.84% |