Parsifal Capital Management, LP
Net seller this quarter
$826M
14
-$150M
86.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 COMP | $146M | 17.71% | 1.57% | -0.5% | Q1 2026 |
 HGV | $109M | 13.18% | 2.66% | -3.9% | Q2 2020 |
 SN | $84M | 10.18% | 0.39% | -30.4% | Q3 2023 |
 AXTA | $82.1M | 9.94% | 1.12% | +28.7% | Q4 2020 |
 AKAM | $81M | 9.81% | 0.48% | +44.0% | Q1 2026 |
 MMM | $57M | 6.91% | 0.07% | +31.5% | Q2 2024 |
 GXO | $46.1M | 5.58% | 0.79% | +6.8% | Q2 2025 |
 AVPT | $42.9M | 5.20% | 1.81% | +0.4% | Q4 2024 |
 IESC | $36M | 4.36% | 0.25% | -45.6% | Q3 2025 |
 JMIA | $33.1M | 4.01% | 1.90% | +34.8% | Q1 2026 |
 VRSN | $30.3M | 3.67% | 0.13% | Not reported | Q3 2022 |
 VIAV | $29.5M | 3.58% | 0.25% | -51.9% | Q4 2025 |
 ACI | $20.9M | 2.54% | 0.31% | -10.1% | Q1 2024 |
 LPX | $18.5M | 2.24% | 0.34% | +155.5% | Q3 2025 |
| Q1 2026 | |||||
| COMP | $87.1M | 10.26% | 1.60% | New | Q1 2026 |
| HGV | $84.6M | 9.96% | 2.68% | -12.7% | Q2 2020 |
| SN | $84M | 9.89% | 0.56% | -33.9% | Q3 2023 |
| AKAM | $54.6M | 6.43% | 0.33% | New | Q1 2026 |
| AXTA | $51.6M | 6.08% | 0.87% | -14.7% | Q4 2020 |
 CZR | $51.1M | 6.02% | 0.95% | New | Q1 2026 |
 ATMU | $44.8M | 5.28% | 0.97% | -36.1% | Q1 2024 |
| GXO | $44.1M | 5.20% | 0.74% | -41.0% | Q2 2025 |
| IESC | $42.9M | 5.05% | 0.45% | -10.1% | Q3 2025 |
| VIAV | $42.8M | 5.04% | 0.55% | -62.0% | Q4 2025 |
| MMM | $38.9M | 4.58% | 0.05% | -35.8% | Q2 2024 |
| AVPT | $36.2M | 4.27% | 1.80% | +1.6% | Q4 2024 |
 GMED | $33.4M | 3.93% | 0.29% | -68.3% | Q2 2024 |
| ACI | $29.3M | 3.45% | 0.33% | -30.3% | Q1 2024 |
| JMIA | $24.1M | 2.83% | 1.41% | New | Q1 2026 |
 TDC | $18.3M | 2.16% | 0.78% | New | Q1 2026 |
| LPX | $6.68M | 0.79% | 0.13% | -49.0% | Q3 2025 |
| Q4 2025 | |||||
| SN | $134M | 11.01% | 0.85% | +10.7% | Q3 2023 |
| HGV | $111M | 9.09% | 2.98% | +12.7% | Q2 2020 |
| GMED | $107M | 8.76% | 0.91% | +10.7% | Q2 2024 |
 TEVA | $88M | 7.22% | 0.25% | +40.3% | Q1 2024 |
| GXO | $75.9M | 6.22% | 1.26% | -2.8% | Q2 2025 |
| AXTA | $70.6M | 5.79% | 1.02% | Not reported | Q4 2020 |
| MMM | $66.8M | 5.48% | 0.08% | -28.5% | Q2 2024 |
| ATMU | $64.1M | 5.26% | 1.51% | -0.7% | Q1 2024 |
| VIAV | $60.3M | 4.95% | 1.47% | New | Q4 2025 |
| AVPT | $52.1M | 4.27% | 1.74% | -56.0% | Q4 2024 |
 UNH | $49.6M | 4.07% | 0.02% | -2.8% | Q1 2020 |
| ACI | $42.4M | 3.48% | 0.45% | -63.2% | Q1 2024 |
| IESC | $39M | 3.20% | 0.50% | +54.6% | Q3 2025 |
 CORZ | $17.4M | 1.43% | 0.38% | Not reported | Q2 2024 |
| LPX | $14.6M | 1.19% | 0.26% | -65.3% | Q3 2025 |
| Q3 2025 | |||||
| AVPT | $128M | 11.90% | 4.01% | +61.2% | Q4 2024 |
| ACI | $117M | 10.93% | 1.20% | -5.3% | Q1 2024 |
| SN | $112M | 10.40% | 0.77% | +2.1% | Q3 2023 |
 DLTR | $99.3M | 9.24% | 0.52% | -22.4% | Q1 2025 |
| HGV | $91.9M | 8.55% | 2.54% | -11.8% | Q2 2020 |
| MMM | $90.6M | 8.43% | 0.11% | -18.0% | Q2 2024 |
| GXO | $78.4M | 7.30% | 1.30% | +77.5% | Q2 2025 |
| GMED | $63.2M | 5.89% | 0.82% | +29.5% | Q2 2024 |
| ATMU | $56M | 5.22% | 1.51% | -28.6% | Q1 2024 |
| UNH | $53.4M | 4.97% | 0.02% | -16.5% | Q1 2020 |
 SXT | $46.8M | 4.35% | 1.17% | New | Q3 2025 |
| LPX | $46.2M | 4.30% | 0.74% | New | Q3 2025 |
| TEVA | $40.6M | 3.78% | 0.18% | -30.7% | Q1 2024 |
| IESC | $25.8M | 2.40% | 0.33% | New | Q3 2025 |
 CVS | $13.7M | 1.28% | 0.01% | Not reported | Q1 2025 |
 HUM | $11.4M | 1.07% | 0.04% | Not reported | Q1 2020 |