Parsifal Capital Management, LP
Parsifal Capital Management, LP reported 14 US-listed holdings worth $816.5 million in its 13F for the quarter ended 30 June 2026, filed 13 August 2026. Its largest: Compass Inc. (17.9%), Hilton Grand Vacations Inc. (13.3%) and SharkNinja, Inc. (10.3%). Against the quarter before, it opened 1 position, added to 7, trimmed 6 and sold out of 4.
The 14 largest of its 14 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +41.5% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Verisign Inc. VRSN$30.3 million
Added to 7
- Akamai Technologies Inc. AKAM+209,222 shares · +44%
- Axalta Coating Systems Ltd. AXTA+534,959 shares · +29%
- 3M Co. MMM+84,325 shares · +31%
- Louisiana-Pacific Corp. LPX+142,873 shares · +155%
- Jumia Technologies AG JMIA+1.2 million shares · +35%
- GXO Logistics, Inc. GXO+57,511 shares · +7%
- Avepoint Inc. AVPT+16,537 shares · +0%
Trimmed 6
- SharkNinja, Inc. SN-241,358 shares · -30%
- Viavi Solutions Inc. VIAV-667,365 shares · -52%
- IES Holdings, Inc. IESC-41,096 shares · -46%
- Hilton Grand Vacations Inc. HGV-83,300 shares · -4%
- Albertsons Companies, Inc. ACI-173,210 shares · -10%
- Compass Inc. COMP-58,880 shares · -0%
Sold out of 4
- Caesars Entertainment, Inc. CZR$51.1 million last quarter
- Atmus Filtration Technologies Inc. ATMU$44.8 million last quarter
- Globus Medical Inc. GMED$33.4 million last quarter
- Teradata Corp. TDC$18.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Compass Inc. COMP | 11.9M | $146.2 million | 17.91% | -58.9K |
| Hilton Grand Vacations Inc. HGV | 2.1M | $108.9 million | 13.33% | -83.3K |
| SharkNinja, Inc. SN | 551.8K | $84.0 million | 10.29% | -241.4K |
| Axalta Coating Systems Ltd. AXTA | 2.4M | $82.1 million | 10.05% | +535.0K |
| Akamai Technologies Inc. AKAM | 684.9K | $81.0 million | 9.92% | +209.2K |
| 3M Co. MMM | 352.3K | $57.0 million | 6.99% | +84.3K |
| GXO Logistics, Inc. GXO | 908.6K | $46.1 million | 5.64% | +57.5K |
| Avepoint Inc. AVPT | 3.8M | $42.9 million | 5.26% | +16.5K |
| IES Holdings, Inc. IESC | 49.0K | $36.0 million | 4.41% | -41.1K |
| Jumia Technologies AG JMIA | 4.7M | $33.1 million | 4.06% | +1.2M |
| Verisign Inc. VRSN | 120.5K | $30.3 million | 3.71% | new |
| Viavi Solutions Inc. VIAV | 618.8K | $29.5 million | 3.62% | -667.4K |
| Albertsons Companies, Inc. ACI | 1.5M | $20.9 million | 2.57% | -173.2K |
| Louisiana-Pacific Corp. LPX | 234.8K | $18.5 million | 2.26% | +142.9K |
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Change is shares against its 13F for the quarter before; the 4 it sold out of are in the box above.Options it reported
| Company | Option | Shares under the options | Value of those shares |
|---|---|---|---|
| Fermi Inc. Com FRMI | Calls | 1.0M | $9.2 million |
1 option lines. A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost; they are not counted in the holdings above.