13FBOX
Parsifal Capital Management, LP · 13F Holdings
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Parsifal Capital Management, LP

No.3130 Data as of 2026Q2
Latest AUM (Q2 2026)
$825.7M
QoQ Change Q1 2026
-$23.4M-2.8%
Holdings
15
New Buys
1
Adds
7
Reduces
7
Exits
4
Unchanged
0
Holdings Value Trend
Holdings by Sector
Stock Ownership TrendPortfolio %Prev Q %Q2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
COMPASS INCCOMP
17.71%10.26%$146.2M11.9M$87.1M11.9M-58,880-0.49%Reduce
HHILTON GRAND VACATIONS INCHGV
13.18%9.96%$108.9M2.1M$84.6M2.2M-83,300-3.85%Reduce
EAST WEST BANCORP INCEWBC
10.18%9.89%$84.0M551,756$84.0M793,114-241,358-30.43%Reduce
AXALTA COATING SYS LTDAXTA
9.94%6.08%$82.1M2.4M$51.6M1.9M+534,959+28.71%Add
AKAMAI TECHNOLOGIES INCAKAM
9.81%6.43%$81.0M684,922$54.6M475,700+209,222+43.98%Add
3M CO COMMMM
6.91%4.58%$57.0M352,338$38.9M268,013+84,325+31.46%Add
GXO LOGISTICS INCORPORATEDGXO
5.58%5.2%$46.1M908,632$44.1M851,121+57,511+6.76%Add
AAVEPOINT INCAVPT
5.2%4.27%$42.9M3.8M$36.2M3.8M+16,537+0.43%Add
IES HOLDINGS INCIESC
4.36%5.05%$36.0M48,971$42.9M90,067-41,096-45.63%Reduce
JUMIA TECHNOLOGIES AG SPON ADS EACH REP 2 ORD SHSJMIA
4.01%2.83%$33.1M4.7M$24.1M3.5M+1.2M+34.76%Add
VERISIGN INCVRSN
3.67%8.77%$30.3M120,484$74.5M300,000-179,516-59.84%Reduce
VVIAVI SOLUTIONS INCVIAV
3.58%5.04%$29.5M618,839$42.8M1.3M-667,365-51.89%Reduce
ALBERTSONS COMPANIES INCACI
2.54%3.45%$20.9M1.5M$29.3M1.7M-173,210-10.06%Reduce
LOUISIANA PAC CORPLPX
2.24%0.79%$18.5M234,757$6.7M91,884+142,873+155.49%Add
FFERMI INCFRMI
1.11%$9.2M1.0M$00+1.0MNew Buy

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