13F HOLDINGS REPORT
Parsifal Capital Management, LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001776090-25-000010
Total Value
$1.07B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AVEPOINT INC | AVPT | 8,522,740 | $127.9M | 11.90% |
| 2 | ALBERTSONS COS INC | 013091103 | 6,709,248 | $117.5M | 10.93% |
| 3 | SHARKNINJA INC | SN | 1,083,600 | $111.8M | 10.40% |
| 4 | DOLLAR TREE INC | DLTR | 1,052,185 | $99.3M | 9.24% |
| 5 | HILTON GRAND VACATIONS INC | HGV | 2,197,280 | $91.9M | 8.55% |
| 6 | 3M CO | MMM | 583,858 | $90.6M | 8.43% |
| 7 | GXO LOGISTICS INCORPORATED | GXO | 1,482,957 | $78.4M | 7.30% |
| 8 | GLOBUS MED INC | GMED | 1,104,332 | $63.2M | 5.89% |
| 9 | ATMUS FILTRATION TECHNOLOGIE | ATMU | 1,243,020 | $56.0M | 5.22% |
| 10 | UNITEDHEALTH GROUP INC | UNH | 154,600 | $53.4M | 4.97% |
| 11 | SENSIENT TECHNOLOGIES CORP | SXT | 498,500 | $46.8M | 4.35% |
| 12 | LOUISIANA PAC CORP | LPX | 519,600 | $46.2M | 4.30% |
| 13 | TEVA PHARMACEUTICAL INDS LTD | 881624209 | 2,010,507 | $40.6M | 3.78% |
| 14 | IES HLDGS INC | IESC | 64,800 | $25.8M | 2.40% |
| 15 | CVS HEALTH CORP | CVS | 182,300 | $13.7M | 1.28% |
| 16 | HUMANA INC | HUM | 44,000 | $11.4M | 1.07% |