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Size ($ in 1000's)
At 12/31/2023: $1,456,689
At 09/30/2023: $1,708,635
Parsifal Capital Management LP holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Parsifal Capital Management LP 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Parsifal Capital Management LP top holdings by largest position size, as per the latest 13f filing made by Parsifal Capital Management LP.
In the Parsifal Capital Management LP-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Parsifal Capital Management LP in that top holding, then the share count change between reporting periods, and finally the Parsifal Capital Management LP top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SHARKNINJA INC |
3,171,861 |
+1,163,185 |
$162,304 | | SN | 3,171,861 | +1,163,185 | $162,304 | | HILTON GRAND VACATIONS INC |
3,984,755 |
+225,893 |
$160,107 | | HGV | 3,984,755 | +225,893 | $160,107 | | AERCAP HOLDINGS NV |
1,803,233 |
-135,770 |
$134,016 | | AER | 1,803,233 | -135,770 | $134,016 | | CLOROX CO DEL |
899,400 |
+899,400 |
$128,245 | | CLX | 899,400 | +899,400 | $128,245 | | LAMB WESTON HLDGS INC |
1,116,722 |
-83,881 |
$120,706 | | LW | 1,116,722 | -83,881 | $120,706 | | INTERNATIONAL GAME TECHNOLOG |
4,290,025 |
+1,243,514 |
$117,590 | | IGT | 4,290,025 | +1,243,514 | $117,590 | | ROVER GROUP INC |
7,173,121 |
-1,036,541 |
$78,044 | | ROVR | 7,173,121 | -1,036,541 | $78,044 | | MATCH GROUP INC NEW |
1,803,162 |
+286,366 |
$65,815 | | MTCH | 1,803,162 | +286,366 | $65,815 | | NUTANIX INC |
1,326,741 |
-1,459,337 |
$63,272 | | NTNX | 1,326,741 | -1,459,337 | $63,272 | | BIO RAD LABS INC |
191,600 |
+191,600 |
$61,866 | | BIO | 191,600 | +191,600 | $61,866 | | KROGER CO |
1,288,107 |
-97,193 |
$58,879 | | KR | 1,288,107 | -97,193 | $58,879 | | THE CIGNA GROUP |
186,900 |
+186,900 |
$55,967 | | CI | 186,900 | +186,900 | $55,967 | | ALIBABA GROUP HLDG LTD |
644,938 |
-46,470 |
$49,989 | | BABA | 644,938 | -46,470 | $49,989 | | AMERICAN WTR WKS CO INC NEW |
336,700 |
+336,700 |
$44,441 | | AWK | 336,700 | +336,700 | $44,441 | | ELEVANCE HEALTH INC |
93,500 |
-6,000 |
$44,091 | | ELV | 93,500 | -6,000 | $44,091 | | CCC INTELLIGENT SOLUTIONS HL |
3,675,582 |
+76,363 |
$41,865 | | CCCS | 3,675,582 | +76,363 | $41,865 | | BURLINGTON STORES INC |
161,700 |
-75,600 |
$31,447 | | BURL | 161,700 | -75,600 | $31,447 | | R1 RCM INC |
2,263,952 |
-762,648 |
$23,930 | | RCM | 2,263,952 | -762,648 | $23,930 |
See Full List: All Stocks Held By Parsifal Capital Management LP
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Parsifal Capital Management LP
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