13F HOLDINGS REPORT
Parsifal Capital Management, LP
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0001776090-25-000002
Total Value
$1.20B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ALBERTSONS COS INC | 013091103 | 10,204,862 | $200.4M | 16.71% |
| 2 | HILTON GRAND VACATIONS INC | HGV | 3,475,861 | $135.4M | 11.29% |
| 3 | SHARKNINJA INC | SN | 1,170,800 | $114.0M | 9.51% |
| 4 | 3M CO | MMM | 829,886 | $107.1M | 8.93% |
| 5 | CLOROX CO DEL | CLX | 651,154 | $105.8M | 8.82% |
| 6 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 4,372,001 | $96.4M | 8.04% |
| 7 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 2,181,694 | $85.5M | 7.13% |
| 8 | CORE SCIENTIFIC INC NEW | 21874A106 | 5,615,199 | $78.9M | 6.58% |
| 9 | GLOBUS MED INC | GMED | 830,403 | $68.7M | 5.73% |
| 10 | NUTANIX INC | NTNX | 763,728 | $46.7M | 3.90% |
| 11 | WESTERN DIGITAL CORP | WDC | 680,000 | $40.5M | 3.38% |
| 12 | AVEPOINT INC | AVPT | 2,205,900 | $36.4M | 3.04% |
| 13 | UNITEDHEALTH GROUP INC | UNH | 63,900 | $32.3M | 2.70% |
| 14 | GRAND CANYON ED INC | LOPE | 160,186 | $26.2M | 2.19% |
| 15 | THE CIGNA GROUP | 125523100 | 64,380 | $17.8M | 1.48% |
| 16 | INTERNATIONAL GAME TECHNOLOG | INTR | 394,649 | $7.0M | 0.58% |