Parsifal Capital Management, LP Q4 2020 Filing
Filed February 16, 2021
Portfolio Value
$802.1B
Holdings
15
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 2,986,715 | $93.6B | 11.67% | |
| 2 | LPROOPEN LENDING CORP | 2,361,722 | $82.6B | 10.29% | |
| 3 | VICIVICI PPTYS INC | 3,120,725 | $79.6B | 9.92% | |
| 4 | OMFONEMAIN HLDGS INC | 1,566,669 | $75.5B | 9.41% | |
| 5 | FNFFIDELITY NATIONAL FINANCIAL | 1,730,841 | $67.7B | 8.44% | |
| 6 | ALLYALLY FINL INC | 1,673,443 | $59.7B | 7.44% | |
| 7 | LBEURL BRANDS INC | 1,543,596 | $57.4B | 7.16% | |
| 8 | GPNGLOBAL PMTS INC | 264,771 | $57.0B | 7.11% | |
| 9 | TSEMTOWER SEMICONDUCTOR LTD | 2,109,792 | $54.5B | 6.79% | |
| 10 | ZNGAEURZYNGA INC | 5,156,077 | $50.9B | 6.34% | |
| 11 | DARDARLING INGREDIENTS INC | 561,418 | $32.4B | 4.04% | |
| 12 | ACAARCOSA INC | 559,874 | $30.8B | 3.83% | |
| 13 | IQVIQVIA HLDGS INC | 138,051 | $24.7B | 3.08% | |
| 14 | NFLXNETFLIX INC | 36,573 | $19.8B | 2.47% | |
| 15 | AXTAAXALTA COATING SYS LTD | 562,500 | $16.1B | 2.00% |