Parsifal Capital Management, LP
13F filer · CIK 1776090 · Greenwich, CT
Summary
Parsifal Capital Management, LP reported $825.69M across 15 positions in its 13F for 2026 Q2, filed Aug 13, 2026. The largest holdings are COMP (17.7%), HGV (13.2%), SN (10.2%). Versus 2026 Q1, leaving options aside, it opened 1 new positions, added to 7, trimmed 6 and sold out of 4.
Reported value$825.69M
Positions15incl. options
Report period2026 Q2
FiledAug 13, 2026
New positions1
Added7
Trimmed6
Sold out4
Top 14 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 17.7%Value $146.23MPrice $9.10Shares 11.86M -0.49%Since Jun 30 -26.20%
Weight 13.2%Value $108.86MPrice $35.94Shares 2.08M -3.85%Since Jun 30 -31.37%
Weight 10.2%Value $84.02MPrice $181.99Shares 552K -30.43%Since Jun 30 +19.52%
Weight 9.9%Value $82.07MPrice $32.68Shares 2.40M +28.71%Since Jun 30 -4.50%
Weight 9.8%Value $80.96MPrice $108.99Shares 685K +43.98%Since Jun 30 -7.80%
Weight 6.9%Value $57.05MPrice $169.48Shares 352K +31.46%Since Jun 30 +4.68%
Weight 5.6%Value $46.07MPrice $44.77Shares 909K +6.76%Since Jun 30 -11.70%
Weight 5.2%Value $42.91MPrice $13.67Shares 3.83M +0.43%Since Jun 30 +21.94%
Weight 4.4%Value $35.98MPrice $322.09Shares 49K -45.63%Since Jun 30 -56.16%
Weight 4.0%Value $33.12MPrice $6.70Shares 4.70M +34.76%Since Jun 30 -4.96%
Weight 3.7%Value $30.31MPrice $282.07Shares 120KSince Jun 30 +12.13%
Weight 3.6%Value $29.55MPrice $40.87Shares 619K -51.89%Since Jun 30 -14.41%
Weight 2.5%Value $20.94MPrice $11.64Shares 1.55M -10.06%Since Jun 30 -13.97%
Weight 2.2%Value $18.47MPrice $66.06Shares 235K +155.49%Since Jun 30 -16.02%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 17.7% | $146.23M | -26.20% | -0.49% | Trim | |
| 13.2% | $108.86M | -31.37% | -3.85% | Trim | |
| 10.2% | $84.02M | +19.52% | -30.43% | Trim | |
| 9.9% | $82.07M | -4.50% | +28.71% | Add | |
| 9.8% | $80.96M | -7.80% | +43.98% | Add | |
| 6.9% | $57.05M | +4.68% | +31.46% | Add | |
| 5.6% | $46.07M | -11.70% | +6.76% | Add | |
| 5.2% | $42.91M | +21.94% | +0.43% | Add | |
| 4.4% | $35.98M | -56.16% | -45.63% | Trim | |
| 4.0% | $33.12M | -4.96% | +34.76% | Add | |
| 3.7% | $30.31M | +12.13% | — | New | |
| 3.6% | $29.55M | -14.41% | -51.89% | Trim | |
| 2.5% | $20.94M | -13.97% | -10.06% | Trim | |
| 2.2% | $18.47M | -16.02% | +155.49% | Add |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Options
Notional value, listed apart from stocks
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.