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Parsifal Capital Management, LP Buys Nutanix Inc, Allegro Microsystems Inc, Penn National Gaming Inc, Sells Five9 Inc, Axalta Coating Systems, Bath & Body Works Inc

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Feb 19, 2022
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Investment company Parsifal Capital Management, LP (Current Portfolio) buys Nutanix Inc, Allegro Microsystems Inc, Penn National Gaming Inc, Rover Group Inc, sells Five9 Inc, Axalta Coating Systems, Bath & Body Works Inc, Fleetcor Technologies Inc, Zynga Inc during the 3-months ended 2021Q4, according to the most recent filings of the investment company, Parsifal Capital Management, LP. As of 2021Q4, Parsifal Capital Management, LP owns 15 stocks with a total value of $1.3 billion. These are the details of the buys and sells.

For the details of Parsifal Capital Management, LP's stock buys and sells, go to https://www.gurufocus.com/guru/parsifal+capital+management%2C+lp/current-portfolio/portfolio

These are the top 5 holdings of Parsifal Capital Management, LP
  1. Hilton Grand Vacations Inc (HGV) - 4,702,755 shares, 18.33% of the total portfolio. Shares added by 4.52%
  2. Victoria's Secret & Co (VSCO) - 2,442,685 shares, 10.15% of the total portfolio. Shares added by 12.44%
  3. Nutanix Inc (NTNX) - 4,000,004 shares, 9.53% of the total portfolio. Shares added by 90.76%
  4. Bath & Body Works Inc (BBWI) - 1,639,549 shares, 8.56% of the total portfolio. Shares reduced by 34.09%
  5. OneMain Holdings Inc (OMF) - 2,099,210 shares, 7.86% of the total portfolio. Shares added by 4.18%
New Purchase: Allegro Microsystems Inc (ALGM)

Parsifal Capital Management, LP initiated holding in Allegro Microsystems Inc. The purchase prices were between $29.66 and $36.18, with an estimated average price of $32.58. The stock is now traded at around $27.880000. The impact to a portfolio due to this purchase was 3.62%. The holding were 1,337,806 shares as of 2021-12-31.

New Purchase: Penn National Gaming Inc (PENN)

Parsifal Capital Management, LP initiated holding in Penn National Gaming Inc. The purchase prices were between $44.65 and $81.34, with an estimated average price of $60.09. The stock is now traded at around $47.270000. The impact to a portfolio due to this purchase was 2.39%. The holding were 616,400 shares as of 2021-12-31.

Added: Nutanix Inc (NTNX)

Parsifal Capital Management, LP added to a holding in Nutanix Inc by 90.76%. The purchase prices were between $29.96 and $38.12, with an estimated average price of $34.21. The stock is now traded at around $25.100000. The impact to a portfolio due to this purchase was 4.53%. The holding were 4,000,004 shares as of 2021-12-31.

Added: Rover Group Inc (ROVR)

Parsifal Capital Management, LP added to a holding in Rover Group Inc by 26.68%. The purchase prices were between $9.46 and $13.96, with an estimated average price of $11.5. The stock is now traded at around $5.030000. The impact to a portfolio due to this purchase was 1.26%. The holding were 8,188,877 shares as of 2021-12-31.

Sold Out: Axalta Coating Systems Ltd (AXTA)

Parsifal Capital Management, LP sold out a holding in Axalta Coating Systems Ltd. The sale prices were between $29.05 and $33.34, with an estimated average price of $31.78.

Sold Out: Fleetcor Technologies Inc (FLT)

Parsifal Capital Management, LP sold out a holding in Fleetcor Technologies Inc. The sale prices were between $200.83 and $280.97, with an estimated average price of $238.04.

Sold Out: Zynga Inc (ZNGA)

Parsifal Capital Management, LP sold out a holding in Zynga Inc. The sale prices were between $5.77 and $7.8, with an estimated average price of $6.88.



Here is the complete portfolio of Parsifal Capital Management, LP. Also check out:

1. Parsifal Capital Management, LP's Undervalued Stocks
2. Parsifal Capital Management, LP's Top Growth Companies, and
3. Parsifal Capital Management, LP's High Yield stocks
4. Stocks that Parsifal Capital Management, LP keeps buying
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