— Know what they know.
Not Investment Advice
Asset Manager ← All Institutions

Parsifal Capital Management, LP

Q1 2026 · Filed 2026-02-17
Market Value
$0
-100.0%
Holdings
15
-4
New Purchases
0
Added To
0
Closed
15
Reduced
0
Top 10 Concentration
0%
Turnover
0%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 1 $0 0%
Large Cap 6 $0 0%
Mid Cap 8 $0 0%

Portfolio Analytics

Avg Market Cap
$37.8B
Median Market Cap
$8.0B
Avg P/E
31.0
Median P/E
28.9
Avg Dividend Yield
0.01%
Avg Beta
1.49
# Stocks
15
# ETFs / Funds
0

Top Holdings (15 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ACI —% -$42M -2,469,593 -100.0% SOLD
2 TEVA —% -$88M -2,819,933 -100.0% SOLD
3 GMED —% -$107M -1,222,717 -100.0% SOLD
4 AXTA —% -$71M -2,184,355 -100.0% SOLD
5 SN —% -$134M -1,199,937 -100.0% SOLD
6 LPX —% -$15M -180,168 -100.0% SOLD
7 HGV —% -$111M -2,475,501 -100.0% SOLD
8 GXO —% -$76M -1,441,613 -100.0% SOLD
9 MMM —% -$67M -417,358 -100.0% SOLD
10 ATMU —% -$64M -1,234,287 -100.0% SOLD
11 UNH —% -$50M -150,258 -100.0% SOLD
12 CORZ —% -$17M -1,197,600 -100.0% SOLD
13 AVPT —% -$52M -3,752,179 -100.0% SOLD
14 IESC —% -$39M -100,180 -100.0% SOLD
15 VIAV —% -$60M -3,385,700 -100.0% SOLD

Options Breakdown

2 Calls $0 Call Value 1 Puts $0 Put Value

Top Calls

SymbolSharesValueStatus
WBD $0 SOLD
COMP $0 SOLD

Top Puts

SymbolSharesValueStatus
Z $0 SOLD

Sold Out Positions

SymbolValue% Port
ACI —%
TEVA —%
GMED —%
AXTA —%
SN —%
LPX —%
HGV —%
GXO —%
MMM —%
ATMU —%
UNH —%
CORZ —%
AVPT —%
IESC —%
VIAV —%
View SEC EDGAR Filings for Parsifal Capital Management, LP →

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms