SEC Form 13F

Parsifal Capital Management, LP 13F Holdings

Report period2026-06-30
Publicly available2026-08-14
Reported value$825,686,605
Positions15

Largest disclosed positions

IssuerTickerClassReported valueReported amount
COMPASS INCCOMPCL A$146,226,67311,859,422
HILTON GRAND VACATIONS INCHGVCOM$108,863,0382,078,729
SHARKNINJA INCSNCOM SHS$84,015,886551,756
AXALTA COATING SYS LTDAXTACOM$82,069,6552,398,295
AKAMAI TECHNOLOGIES INCAKAMCOM$80,964,630684,922
3M COMMMCOM$57,047,046352,338
GXO LOGISTICS INCORPORATEDGXOCOMMON STOCK$46,067,642908,632
AVEPOINT INCAVPTCOM CL A$42,908,7643,827,722
IES HOLDINGS INCIESCCOM$35,977,03548,971
JUMIA TECHNOLOGIES AGJMIASPONSORED ADS$33,117,5234,697,521

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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