Parsifal Capital Management, LP Q3 2023 Filing

Filed November 14, 2023

Portfolio Value

$1.7B

Holdings

17

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (17 positions)

#StockSharesValue% PortfolioType
1
IWMISHARES TR
3,000,000$530.2T31031788.53%Put
2
HGVHILTON GRAND VACATIONS INC
3,758,862$153.0T8953678.40%
3
AERAERCAP HOLDINGS NV
1,939,003$121.5T7111952.99%
4
LWLAMB WESTON HLDGS INC
1,200,603$111.0T6496867.56%
5
NTNXNUTANIX INC
2,786,078$97.2T5687487.44%
6
SNSHARKNINJA INC
2,008,676$93.1T5450094.32%
7
IGTINTERNATIONAL GAME TECHNOLOG
3,046,511$92.4T5406082.28%
8
KRKROGER CO
1,385,300$62.0T3628169.56%
9
BABAALIBABA GROUP HLDG LTD
691,408$60.0T3509979.02%
10
MTCHMATCH GROUP INC NEW
1,516,796$59.4T3477658.07%
11
NYTNEW YORK TIMES CO
1,417,877$58.4T3418900.58%
12
ROVER GROUP INC
8,209,662$51.4T3007809.39%
13
TKOTKO GROUP HOLDINGS INC
594,200$49.9T2923295.61%
14
CCCCCC INTELLIGENT SOLUTIONS HL
3,599,219$48.0T2812161.40%
15
RCM1USDR1 RCM INC
3,026,600$45.6T2669432.73%
16
ELVELEVANCE HEALTH INC
99,500$43.3T2535608.25%
17
BURLBURLINGTON STORES INC
237,300$32.1T1879084.18%