Parsifal Capital Management, LP
CIK 1776090
13F filing for Q2 2026・No. 2,897
- Holdings
- US$825.69M
- Quarter change
- −US$23.42M
- Entries
- 15
- Net bought (estimate)
- −US$143.94M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 1
- Sold out 4
- Cut 6
- Added 7
- Corporate actions 0
- Unchanged 0
Largest holdings
14 stocks worth US$816.53M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| COMPCOMPASS INCCL A | Cut | 11,859,422 | US$146.23M | 17.91% |
| HGVHILTON GRAND VACATIONS INCCOM | Cut | 2,078,729 | US$108.86M | 13.33% |
| SNSHARKNINJA INCCOM SHS | Cut | 551,756 | US$84.02M | 10.29% |
| AXTAAXALTA COATING SYS LTDCOM | Added | 2,398,295 | US$82.07M | 10.05% |
| AKAMAKAMAI TECHNOLOGIES INCCOM | Added | 684,922 | US$80.96M | 9.92% |
| MMM3M COCOM | Added | 352,338 | US$57.05M | 6.99% |
| GXOGXO LOGISTICS INCORPORATEDCOMMON STOCK | Added | 908,632 | US$46.07M | 5.64% |
| AVEPOINT INCCOM CL A | Added | 3,827,722 | US$42.91M | 5.26% |
| IESCIES HOLDINGS INCCOM | Cut | 48,971 | US$35.98M | 4.41% |
| JUMIA TECHNOLOGIES AGSPONSORED ADS | Added | 4,697,521 | US$33.12M | 4.06% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 13, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.