Parsifal Capital Management, LP In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Parsifal Capital Management, LP reported 18 stock positions worth $1.4 billion . Its top holding was Sharkninja (SN) at 11.6% of the portfolio, followed by Hilton Grand Vacations (HGV, 10.4% ) and Albertsons Cos Class A (ACI, 10.0% ). Compared with Q1 2024, it opened 4 new positions, sold out of 5, added to 5 and reduced 8. The biggest buy was a new position in Globus Medical Class A (GMED) and the biggest sale an exit from Aercap (AER).
Location GREENWICH, CT
CIK 0001776090
Portfolio Value $1.4B (Q2 2024) Holdings 18 stocks · $1.4B Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 SN Sharkninja Inc. 2,113,199 $158.8M Reduce -33.0% HGV Hilton Grand Vacations Inc. 3,519,639 $142.3M Reduce -4.2% ACI Albertsons Cos Inc. Class A 6,960,982 $137.5M Add +2.2% CLX Clorox Company 929,859 $126.9M Add +11.3% TEVA Teva Pharmaceutical-SP ADR 6,696,952 $108.8M Add +32.7% BRSL Brightstar Lottery PLC filed as INTERNATIONAL GAME TECHNOLOG 3,814,955 $78.1M Reduce -9.1% ATMU Atmus Filtration Technologie 2,662,800 $76.6M Add +306.2% WDC Western Digital Corp. 976,021 $74.0M Add +34.5% GMED Globus Medical Inc. Class A 897,500 $61.5M New LW Lamb Weston Holdings Inc. 726,240 $61.1M No change CI The Cigna Group 147,255 $48.7M Reduce -36.1% CORZ Core Scientific Inc. 5,208,511 $48.4M New NTNX Nutanix Inc. Class A 839,810 $47.7M Reduce -29.6% TKO Tko Group Holdings Inc. 431,614 $46.6M Reduce -3.4% SIX Six Flags Entertainment Corp. 1,370,400 $45.4M New ELV Elevance Health Inc. 80,389 $43.6M Reduce -7.7% BIO Bio-Rad Laboratories-A 128,882 $35.2M Reduce -27.6% MMM 3M Co. 293,900 $30.0M New
Options reported separately and not counted above: HA calls ($14.7M).
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ AER Aercap Holdings NV Sold out 0.00% −6.20 KR Kroger Co. Sold out 0.00% −2.56 LLY Eli Lilly & Co. Sold out 0.00% −2.41 CI The Cigna Group Reduce -36.1% 3.55% −2.23 SN Sharkninja Inc. Reduce -33.0% 11.58% −1.98 BIO Bio-Rad Laboratories-A Reduce -27.6% 2.57% −1.68 NTNX Nutanix Inc. Class A Reduce -29.6% 3.48% −1.60 HGV Hilton Grand Vacations Inc. Reduce -4.2% 10.38% −1.60 CCC CCC Intelligent Solutions Ho Sold out 0.00% −1.40 BRSL Brightstar Lottery PLC Reduce -9.1% 5.69% −0.85 MTCH Match Group Inc. Sold out 0.00% −0.40 ELV Elevance Health Inc. Reduce -7.7% 3.18% +0.06 TKO Tko Group Holdings Inc. Reduce -3.4% 3.40% +0.73
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ GMED Globus Medical Inc. Class A New 4.48% +4.48 ATMU Atmus Filtration Technologie Add +306.2% 5.59% +4.13 CORZ Core Scientific Inc. New 3.53% +3.53 SIX Six Flags Entertainment Corp. New 3.31% +3.31 TEVA Teva Pharmaceutical-SP ADR Add +32.7% 7.94% +3.02 MMM 3M Co. New 2.19% +2.19 WDC Western Digital Corp. Add +34.5% 5.39% +1.98 CLX Clorox Company Add +11.3% 9.25% +0.42 ACI Albertsons Cos Inc. Class A Add +2.2% 10.03% −0.05
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ HA Hawaiian Holdings Inc. call New 1,184,600 $14.7M
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 14 $816.5M COMP, HGV, SN, AXTA, AKAM Q1 2026 17 $774.6M COMP, HGV, SN, AKAM, AXTA Q4 2025 15 $992.6M SN, HGV, GMED, TEVA, GXO Q3 2025 16 $1.1B AVPT, ACI, SN, DLTR, HGV Q2 2025 13 $1.0B ACI, DLTR, MMM, SN, HGV Q1 2025 15 $956.2M ACI, HGV, MMM, SN, AVPT Q4 2024 16 $1.2B ACI, HGV, SN, MMM, CLX Q3 2024 14 $1.3B ACI, SN, HGV, CLX, TEVA Q2 2024 18 $1.4B SN, HGV, ACI, CLX, TEVA Q1 2024 19 $1.4B SN, HGV, ACI, CLX, BRSL