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David O'Mara

Parsifal Capital Management, Lp

Assets Managed
$849.108M
Holdings
18
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-30.35%(2Q avg: -8.44%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Parsifal Capital Management, Lp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 18 positions.

Assets under management

The assets under management (AUM) of Parsifal Capital Management, Lp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 849.108M in assets, with a quarterly growth rate of -30.35% and a 2-quarter average growth rate of -8.44%. The portfolio is managed by David O'Mara, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
COMP
Compass Inc - Class A
Recent Activity
Increased 17.89%
10.27%
$87.123M
11.918M shares@ $7.32 avg price
HGV
Hilton Grand Vacations Inc
Recent Activity
Decreased -12.66%
9.97%
$84.579M
2.162M shares@ $39.12 avg price
SN
Sharkninja Inc
Recent Activity
Decreased -33.9%
9.9%
$83.991M
793,114 shares@ $105.91 avg price
VRSN
Verisign Inc
Recent Activity
New Position
8.78%
$74.508M↑ Call
300,000 shares@ $248.36 avg price
AKAM
Akamai Technologies Inc
Recent Activity
New Position
6.44%
$54.634M
475,700 shares@ $114.85 avg price
AXTA
Axalta Coating Systems Ltd
Recent Activity
Decreased -14.69%
6.08%
$51.614M
1.863M shares@ $27.7 avg price
CZR
Caesars Entertainment Inc
Recent Activity
New Position
6.02%
$51.108M
1.934M shares@ $26.43 avg price
ATMU
Atmus Filtration Technologie
Recent Activity
Decreased -36.07%
5.28%
$44.791M
788,987 shares@ $56.78 avg price
GXO
Gxo Logistics Inc
Recent Activity
Decreased -40.96%
5.2%
$44.131M
851,121 shares@ $51.86 avg price
IESC
Ies Holdings Inc
Recent Activity
Decreased -10.09%
5.06%
$42.914M
90,067 shares@ $476.47 avg price

1-10 of 18