Parsifal Capital Management, LP In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Parsifal Capital Management, LP reported 14 stock positions worth $1.3 billion . Its top holding was Albertsons Cos Class A (ACI) at 12.3% of the portfolio, followed by Sharkninja (SN, 11.0% ) and Hilton Grand Vacations (HGV, 9.6% ). Compared with Q2 2024, it opened 1 new position, sold out of 5, added to 6 and reduced 7. The biggest buy was 3M (MMM, shares +179% ) and the biggest sale an exit from Lamb Weston (LW).
Location GREENWICH, CT
CIK 0001776090
Portfolio Value $1.3B (Q3 2024) Holdings 14 stocks · $1.3B 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 Q2 2024 ACI Albertsons Cos Inc. Class A 8,546,881 $157.9M Add +22.8% SN Sharkninja Inc. 1,307,293 $142.1M Reduce -38.1% HGV Hilton Grand Vacations Inc. 3,413,515 $124.0M Reduce -3.0% CLX Clorox Company 693,788 $113.0M Reduce -25.4% TEVA Teva Pharmaceutical-SP ADR 6,232,971 $112.3M Reduce -6.9% MMM 3M Co. 820,094 $112.1M Add +179.0% ATMU Atmus Filtration Technologie 2,721,278 $102.1M Add +2.2% GMED Globus Medical Inc. Class A 1,350,553 $96.6M Add +50.5% BRSL Brightstar Lottery PLC filed as INTERNATIONAL GAME TECHNOLOG 3,232,002 $68.8M Reduce -15.3% CORZ Core Scientific Inc. 5,412,825 $64.2M Add +3.9% NTNX Nutanix Inc. Class A 1,075,776 $63.7M Add +28.1% WDC Western Digital Corp. 908,245 $62.0M Reduce -6.9% CI The Cigna Group 137,052 $47.5M Reduce -6.9% UNH Unitedhealth Group Inc. 36,200 $21.2M New
Options reported separately and not counted above: HUM calls ($174.2M).
Portfolio Sells Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▲ LW Lamb Weston Holdings Inc. Sold out 0.00% −4.45 TKO Tko Group Holdings Inc. Sold out 0.00% −3.40 SIX Six Flags Entertainment Corp. Sold out 0.00% −3.31 ELV Elevance Health Inc. Sold out 0.00% −3.18 BIO Bio-Rad Laboratories-A Sold out 0.00% −2.57 HGV Hilton Grand Vacations Inc. Reduce -3.0% 9.63% −0.75 WDC Western Digital Corp. Reduce -6.9% 4.82% −0.58 SN Sharkninja Inc. Reduce -38.1% 11.04% −0.55 CLX Clorox Company Reduce -25.4% 8.78% −0.48 BRSL Brightstar Lottery PLC Reduce -15.3% 5.35% −0.35 CI The Cigna Group Reduce -6.9% 3.69% +0.14 TEVA Teva Pharmaceutical-SP ADR Reduce -6.9% 8.72% +0.79
Portfolio Buys Q2 2024 → Q3 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 Q2 2024 % Of Portfolio Change To Portfolio ▼ MMM 3M Co. Add +179.0% 8.71% +6.52 GMED Globus Medical Inc. Class A Add +50.5% 7.50% +3.02 ATMU Atmus Filtration Technologie Add +2.2% 7.93% +2.34 ACI Albertsons Cos Inc. Class A Add +22.8% 12.27% +2.24 UNH Unitedhealth Group Inc. New 1.64% +1.64 NTNX Nutanix Inc. Class A Add +28.1% 4.95% +1.47 CORZ Core Scientific Inc. Add +3.9% 4.99% +1.45
Options Activity Q2 2024 → Q3 2024 Security Type Change vs Q2 2024 Underlying Shares Value ▼ HUM Humana Inc. call New 550,000 $174.2M HA Hawaiian Holdings Inc. call Sold out 1,184,600 $14.7Mbefore exit
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