13F HOLDINGS REPORT
Parsifal Capital Management, LP
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0001776090-24-000008
Total Value
$1.46B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | HUMANA INC | HUM | 550,000 | $174.2M | 11.92% |
| 2 | ALBERTSONS COS INC | 013091103 | 8,546,881 | $157.9M | 10.80% |
| 3 | SHARKNINJA INC | SN | 1,307,293 | $142.1M | 9.72% |
| 4 | HILTON GRAND VACATIONS INC | HGV | 3,413,515 | $124.0M | 8.48% |
| 5 | CLOROX CO DEL | CLX | 693,788 | $113.0M | 7.73% |
| 6 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 6,232,971 | $112.3M | 7.68% |
| 7 | 3M CO | MMM | 820,094 | $112.1M | 7.67% |
| 8 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 2,721,278 | $102.1M | 6.99% |
| 9 | GLOBUS MED INC | GMED | 1,350,553 | $96.6M | 6.61% |
| 10 | INTERNATIONAL GAME TECHNOLOG | INTR | 3,232,002 | $68.8M | 4.71% |
| 11 | CORE SCIENTIFIC INC NEW | 21874A106 | 5,412,825 | $64.2M | 4.39% |
| 12 | NUTANIX INC | NTNX | 1,075,776 | $63.7M | 4.36% |
| 13 | WESTERN DIGITAL CORP. | WDC | 908,245 | $62.0M | 4.24% |
| 14 | THE CIGNA GROUP | 125523100 | 137,052 | $47.5M | 3.25% |
| 15 | UNITEDHEALTH GROUP INC | UNH | 36,200 | $21.2M | 1.45% |