Parsifal Capital Management, LP

GREENWICH, CT · CIK 1776090 · 13F filing filed 2026-08-13

SEC-registered investment adviser since 2019 · limited partnership

As an employer

$816.5m reported value +5.4% vs Q1 2026

14positions

87.8%in top 10

1 new 7 added 6 reduced 4 sold out vs Q1 2026

Options: 1 call positions ($9.2m notional), 0 put positions (— notional) – listed below, not included above.

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	COMPASS INC CL A COMP	COMP	11,859,422	$146.2m17.91%	17.91%	Reduced -58.9k	-58,880 -0.5%
2	HILTON GRAND VACATIONS INC COM HGV	HGV	2,078,729	$108.9m13.33%	13.33%	Reduced -83.3k	-83,300 -3.9%
3	SHARKNINJA INC COM SHS SN	SN	551,756	$84.0m10.29%	10.29%	Reduced -241.4k	-241,358 -30.4%
4	AXALTA COATING SYS LTD COM AXTA	AXTA	2,398,295	$82.1m10.05%	10.05%	Added +535.0k	+534,959 28.7%
5	AKAMAI TECHNOLOGIES INC COM AKAM	AKAM	684,922	$81.0m9.92%	9.92%	Added +209.2k	+209,222 44.0%
6	3M CO COM MMM	MMM	352,338	$57.0m6.99%	6.99%	Added +84.3k	+84,325 31.5%
7	GXO LOGISTICS INCORPORATED COMMON STOCK GXO	GXO	908,632	$46.1m5.64%	5.64%	Added +57.5k	+57,511 6.8%
8	AVEPOINT INC COM CL A AVPT	AVPT	3,827,722	$42.9m5.26%	5.26%	Added +16.5k	+16,537 0.4%
9	IES HOLDINGS INC COM IESC	IESC	48,971	$36.0m4.41%	4.41%	Reduced -41.1k	-41,096 -45.6%
10	JUMIA TECHNOLOGIES AG SPONSORED ADS JMIA	JMIA	4,697,521	$33.1m4.06%	4.06%	Added +1.2m	+1,211,621 34.8%
11	VERISIGN INC COM VRSN	VRSN	120,484	$30.3m3.71%	3.71%	New
12	VIAVI SOLUTIONS INC COM VIAV	VIAV	618,839	$29.5m3.62%	3.62%	Reduced -667.4k	-667,365 -51.9%
13	ALBERTSONS COS INC COMMON STOCK ACI	ACI	1,547,983	$20.9m2.57%	2.57%	Reduced -173.2k	-173,210 -10.1%
14	LOUISIANA PAC CORP COM LPX	LPX	234,757	$18.5m2.26%	2.26%	Added +142.9k	+142,873 155.5%

Security	Ticker	Shares held before	Value then
CAESARS ENTERTAINMENT INC NE CZR	CZR	1,933,700	$51.1m1.9m shares
ATMUS FILTRATION TECHNOLOGIE ATMU	ATMU	788,987	$44.8m789.0k shares
GLOBUS MED INC GMED	GMED	387,117	$33.4m387.1k shares
TERADATA CORP DEL TDC	TDC	714,900	$18.3m714.9k shares

Underlying	Ticker	Type	Shares controlled	Notional	Change
FERMI INC FRMI · Call	FRMI	Call	1,000,000	$9.2m1.0m shares	New