Parsifal Capital Management, LP Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$1.3T
Holdings
15
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HGVHILTON GRAND VACATIONS INC | 4,702,755 | $245.1B | 18.33% | |
| 2 | VSCOVICTORIAS SECRET AND CO | 2,442,685 | $135.7B | 10.15% | |
| 3 | NTNXNUTANIX INC | 4,000,004 | $127.4B | 9.53% | |
| 4 | BBWIBATH & BODY WORKS INC | 1,639,549 | $114.4B | 8.56% | |
| 5 | OMFONEMAIN HLDGS INC | 2,099,210 | $105.0B | 7.86% | |
| 6 | DARDARLING INGREDIENTS INC | 1,260,664 | $87.4B | 6.53% | |
| 7 | FNFFIDELITY NATIONAL FINANCIAL | 1,644,582 | $85.8B | 6.42% | |
| 8 | —ROVER GROUP INC | 8,188,877 | $79.8B | 5.97% | |
| 9 | GPNGLOBAL PMTS INC | 555,838 | $75.1B | 5.62% | |
| 10 | IGTINTERNATIONAL GAME TECHNOLOG | 2,485,698 | $71.9B | 5.37% | |
| 11 | ALLYALLY FINL INC | 1,327,000 | $63.2B | 4.72% | |
| 12 | ALGMALLEGRO MICROSYSTEMS INC | 1,337,806 | $48.4B | 3.62% | |
| 13 | FIVNFIVE9 INC | 259,065 | $35.6B | 2.66% | |
| 14 | PENNPENN NATL GAMING INC | 616,400 | $32.0B | 2.39% | |
| 15 | CCCCCC INTELLIGENT SOLUTIONS HL | 2,678,838 | $30.5B | 2.28% |