StockDriftsStockDriftsTop 17 Parsifal Capital Management Lp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| COMP | COMPASS INC | 11.25% | 11.92M | $87.1M | new | $8.94(-11.86%) | 2026-03-31 | |
| HGV | HILTON GRAND VACATIONS INC | 10.92% | 2.16M | $84.6M | -12.66%(-313.47K) | $32.58(+37.70%) | 2026-03-31 | |
| SN | SHARKNINJA INC | 10.84% | 793.1K | $84.0M | -33.90%(-406.82K) | $54.56(+93.62%) | 2026-03-31 | |
| AKAM | AKAMAI TECHNOLOGIES INC | 7.05% | 475.7K | $54.6M | new | $101.05(+49.31%) | 2026-03-31 | |
| AXTA | AXALTA COATING SYS LTD | 6.66% | 1.86M | $51.6M | -14.70%(-321.02K) | $30.47(-12.00%) | 2026-03-31 | |
| CZR | CAESARS ENTERTAINMENT INC NE | 6.6% | 1.93M | $51.1M | new | $24.91(+11.60%) | 2026-03-31 | |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | 5.78% | 789.0K | $44.8M | -36.08%(-445.30K) | $30.22(+70.88%) | 2026-03-31 | |
| GXO | GXO LOGISTICS INCORPORATED | 5.7% | 851.1K | $44.1M | -40.96%(-590.49K) | $46.97(+2.57%) | 2026-03-31 | |
| IESC | IES HOLDINGS INC | 5.54% | 90.1K | $42.9M | -10.09%(-10.11K) | $363.33(+87.77%) | 2026-03-31 | |
| VIAV | VIAVI SOLUTIONS INC | 5.53% | 1.29M | $42.8M | -62.01%(-2.10M) | $15.25(+237.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.00% | +44.29% |
| Top 20 Holdings Unweighted | +17.73% | +63.19% |
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