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Parsifal Capital Management, LP

Q4 2025 13F Holdings

  • Location
    greenwich, CT
  • Num holdings

    18

  • Value ($000)

    $1,219,237

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001776090
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
---

SHARKNINJA INC

COM SHS
G8068L108
$134.27M
11 %

1,199,937

H
HGV

HILTON GRAND VACATIONS INC

COM
43283X105
$110.78M
9 %

2,475,501

C
COMP

COMPASS INC

CL A
20464U100
$106.86M
9 %

10,110,100

call
G
GMED

GLOBUS MED INC

CL A
379577208
$106.76M
9 %

1,222,717

W
WBD

WARNER BROS DISCOVERY INC

COM SER A
934423104
$96.74M
8 %

3,356,800

call
T
TEVA

TEVA PHARMACEUTICAL INDS LTD

SPONSORED ADS
881624209
$88.01M
7 %

2,819,933

G
GXO

GXO LOGISTICS INCORPORATED

COMMON STOCK
36262G101
$75.89M
6 %

1,441,613

---

AXALTA COATING SYS LTD

COM
G0750C108
$70.58M
6 %

2,184,355

M
MMM

3M CO

COM
88579Y101
$66.82M
6 %

417,358

A
ATMU

ATMUS FILTRATION TECHNOLOGIE

COM
04956D107
$64.07M
5 %

1,234,287

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