Parsifal Capital Management, LP Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.1T
Holdings
16
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AVPTAVEPOINT INC | 8,522,740 | $127.9B | 11.90% | |
| 2 | ACIALBERTSONS COS INC | 6,709,248 | $117.5B | 10.93% | |
| 3 | SNSHARKNINJA INC | 1,083,600 | $111.8B | 10.40% | |
| 4 | DLTRDOLLAR TREE INC | 1,052,185 | $99.3B | 9.24% | |
| 5 | HGVHILTON GRAND VACATIONS INC | 2,197,280 | $91.9B | 8.55% | |
| 6 | MMM3M CO | 583,858 | $90.6B | 8.43% | |
| 7 | GXOGXO LOGISTICS INCORPORATED | 1,482,957 | $78.4B | 7.30% | |
| 8 | GMEDGLOBUS MED INC | 1,104,332 | $63.2B | 5.89% | |
| 9 | ATMUATMUS FILTRATION TECHNOLOGIE | 1,243,020 | $56.0B | 5.22% | |
| 10 | UNHUNITEDHEALTH GROUP INC | 154,600 | $53.4B | 4.97% | |
| 11 | SSFSENSIENT TECHNOLOGIES CORP | 498,500 | $46.8B | 4.35% | |
| 12 | LPXLOUISIANA PAC CORP | 519,600 | $46.2B | 4.30% | |
| 13 | TEVATEVA PHARMACEUTICAL INDS LTD | 2,010,507 | $40.6B | 3.78% | |
| 14 | IESCIES HLDGS INC | 64,800 | $25.8B | 2.40% | |
| 15 | CVSCVS HEALTH CORP | 182,300 | $13.7B | 1.28% | |
| 16 | HUMHUMANA INC | 44,000 | $11.4B | 1.07% |