Parsifal Capital Management, LP Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$1456.7T
Holdings
19
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SNSHARKNINJA INC | 3,171,861 | $162.3T | 11.14% | |
| 2 | HGVHILTON GRAND VACATIONS INC | 3,984,755 | $160.1T | 10.99% | |
| 3 | AERAERCAP HOLDINGS NV | 1,803,233 | $134.0T | 9.20% | |
| 4 | CLXCLOROX CO DEL | 899,400 | $128.2T | 8.80% | |
| 5 | LWLAMB WESTON HLDGS INC | 1,116,722 | $120.7T | 8.29% | |
| 6 | IGTINTERNATIONAL GAME TECHNOLOG | 4,290,025 | $117.6T | 8.07% | |
| 7 | —ROVER GROUP INC | 7,173,121 | $78.0T | 5.36% | |
| 8 | MTCHMATCH GROUP INC NEW | 1,803,162 | $65.8T | 4.52% | |
| 9 | NTNXNUTANIX INC | 1,326,741 | $63.3T | 4.34% | |
| 10 | BUWABIO RAD LABS INC | 191,600 | $61.9T | 4.25% | |
| 11 | KRKROGER CO | 1,288,107 | $58.9T | 4.04% | |
| 12 | CITHE CIGNA GROUP | 186,900 | $56.0T | 3.84% | |
| 13 | BABAALIBABA GROUP HLDG LTD | 644,938 | $50.0T | 3.43% | |
| 14 | AWCAMERICAN WTR WKS CO INC NEW | 336,700 | $44.4T | 3.05% | |
| 15 | ELVELEVANCE HEALTH INC | 93,500 | $44.1T | 3.03% | |
| 16 | CCCCCC INTELLIGENT SOLUTIONS HL | 3,675,582 | $41.9T | 2.87% | |
| 17 | BURLBURLINGTON STORES INC | 161,700 | $31.4T | 2.16% | |
| 18 | RCM1USDR1 RCM INC | 2,263,952 | $23.9T | 1.64% | |
| 19 | WSCWILLSCOT MOBIL MINI HLDNG CO | 317,200 | $14.1T | 0.97% |