Parsifal Capital Management, LP 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Parsifal Capital Management, LP disclosed 14 US equity positions worth $816.5m in its Q2 2026 13F filing. The largest position was COMP at 17.9% of the reported book, followed by HGV and SN. Against the Q1 2026 filing, it opened 1 new position, added to 6 and reduced 5 among the top 14 holdings.
What did Parsifal Capital Management, LP own in Q2 2026? Top 14 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | COMP COMPASS INC | Real Estate | 17.9% | $146.2m | 11,859,422 | -0% | held |
| 2 | HGV HILTON GRAND VACATIONS INC | Consumer Cyclical | 13.3% | $108.9m | 2,078,729 | -4% | reduced |
| 3 | SN SHARKNINJA INC | Consumer Cyclical | 10.3% | $84.0m | 551,756 | -30% | reduced |
| 4 | AXALTA COATING SYS LTD | 10.1% | $82.1m | 2,398,295 | 29% | added | |
| 5 | AKAM AKAMAI TECHNOLOGIES INC | Technology | 9.9% | $81.0m | 684,922 | 44% | added |
| 6 | MMM 3M CO | Industrials | 7.0% | $57.0m | 352,338 | 31% | added |
| 7 | GXO GXO LOGISTICS INCORPORATED | Industrials | 5.6% | $46.1m | 908,632 | 7% | added |
| 8 | AVPT AVEPOINT INC | Technology | 5.3% | $42.9m | 3,827,722 | 0% | held |
| 9 | IESC IES HOLDINGS INC | Industrials | 4.4% | $36.0m | 48,971 | -46% | reduced |
| 10 | JMIA JUMIA TECHNOLOGIES AG | Consumer Cyclical | 4.1% | $33.1m | 4,697,521 | 35% | added |
| 11 | VRSN VERISIGN INC | Technology | 3.7% | $30.3m | 120,484 | – | new |
| 12 | VIAV VIAVI SOLUTIONS INC | Technology | 3.6% | $29.5m | 618,839 | -52% | reduced |
| 13 | ACI ALBERTSONS COS INC | Consumer Defensive | 2.6% | $20.9m | 1,547,983 | -10% | reduced |
| 14 | LPX LOUISIANA PAC CORP | Industrials | 2.3% | $18.5m | 234,757 | 155% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.