Park West Asset Management LLC
Q2 2026 13F filing
Updated 27 days ago47 disclosed positions worth $1.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | L LPG FLEX LTD | $92.1M | 568.5K | 6.28% | Trimmed(-42.7%) |
| 2 | A AMZN AMAZON COM INC | $77.4M | 324.6K | 5.27% | Trimmed(-12.5%) |
| 3 | H HQY HEALTHEQUITY INC | $70.1M | 776.7K | 4.78% | Added(+24.6%) |
| 4 | G GOOGN ALPHABET INC | $68.6M | 192.0K | 4.68% | Trimmed(-32.6%) |
| 5 | G GLAS GLASS HOUSE BRANDS INC | $67.4M | 5.18M | 4.59% | — |
| 6 | M MKSI MKS INC. | $61.7M | 138.7K | 4.20% | Trimmed(-44.3%) |
| 7 | E ENVA ENOVA INTL INC | $60M | 249.2K | 4.09% | Added(+1.2%) |
| 8 | P PRMB PRIMO BRANDS CORPORATION | $58.7M | 2.40M | 4.00% | Trimmed(-11.5%) |
| 9 | P PLPC PORCH GROUP INC | $53.2M | 3.54M | 3.62% | Trimmed(-30.6%) |
| 10 | B BKD BROOKDALE SR LIVING INC | $49.5M | 3.08M | 3.37% | Trimmed(-14.0%) |
| 11 | O OPLN OPENLANE INC | $46.4M | 1.12M | 3.16% | Trimmed(-9.8%) |
| 12 | T TOST TOAST INC | $45.7M | 1.64M | 3.11% | Added(+121.3%) |
| 13 | V VSTS VESTIS CORPORATION | $44.1M | 3.04M | 3.01% | — |
| 14 | C CCOI COGENT COMM HOLDINGS INC | $43.1M | 3.11M | 2.94% | Added(+60.5%) |
| 15 | C CNK CINEMARK HLDGS INC | $40.7M | 1.28M | 2.77% | Added(+25.3%) |
| 16 | M META META PLATFORMS INC | $40M | 71.0K | 2.72% | — |
| 17 | N NOKBF NOKIA CORP | $39.8M | 3.00M | 2.71% | — |
| 18 | M MX MAGNITE INC | $38M | 2.00M | 2.59% | Added(+234.2%) |
| 19 | F FTRE FORTREA HLDGS INC | $36.6M | 2.11M | 2.50% | Trimmed(-6.7%) |
| 20 | S SMTC SEMTECH CORP | $35.8M | 221.2K | 2.44% | Trimmed(-42.6%) |
| 21 | S SNPS SYNOPSYS INC | $31.6M | 70.9K | 2.15% | Added(+10.9%) |
| 22 | R RKLB ROCKET COS INC | $31.5M | 2.00M | 2.15% | — |
| 23 | C CXW CORECIVIC INC | $27.3M | 898.9K | 1.86% | Added(+671.7%) |
| 24 | W WDC WESTERN DIGITAL CORP | $25.6M | 40.0K | 1.74% | Trimmed(-46.6%) |
| 25 | E ELAN ELANCO ANIMAL HEALTH INC | $25M | 1.01M | 1.70% | — |
| 26 | G GEO GEO GROUP INC | $22.5M | 760.1K | 1.53% | Trimmed(-47.8%) |
| 27 | C CHWY CHEWY INC | $21.9M | 1.11M | 1.49% | — |
| 28 | S SXT SENSIENT TECHNOLOGIES CORP | $21.7M | 175.7K | 1.48% | — |
| 29 | Z Z ZILLOW GROUP INC | $20.5M | 651.6K | 1.40% | Trimmed(-24.4%) |
| 30 | R RH CRH PLC | $20.3M | 190.0K | 1.39% | Added(+18.8%) |
| 31 | R ROKU ROKU INC | $18.2M | 131.5K | 1.24% | — |
| 32 | E ET-PI EVERPURE INC | $18.1M | 230.0K | 1.23% | — |
| 33 | M MAMA MAMAS CREATIONS INC | $14.3M | 800.0K | 0.97% | Unchanged |
| 34 | M MLCMF MILLICOM INTL CELLULAR S A | $13M | 143.0K | 0.88% | Trimmed(-23.1%) |
| 35 | C CPNG COUPANG INC | $11.2M | 645.6K | 0.76% | Trimmed(-43.7%) |
| 36 | B BKNG BOOKING HOLDINGS INC | $10.3M | 58.0K | 0.70% | — |
| 37 | W WULF TERAWULF INC | $10.2M | 414.0K | 0.70% | Trimmed(-66.8%) |
| 38 | I IREN IREN LIMITED | $9.8M | 214.3K | 0.67% | Trimmed(-4.2%) |
| 39 | D DHCNL DIVERSIFIED HEALTHCARE TR | $9.6M | 1.04M | 0.66% | Trimmed(-55.5%) |
| 40 | V VGNT VERSIGENT PLC | $9.5M | 226.8K | 0.65% | — |
| 41 | C CRL CHARLES RIV LABS INTL INC | $9.3M | 41.2K | 0.64% | Trimmed(-8.0%) |
| 42 | M MCY MERCURY GENL CORP NEW | $6M | 55.9K | 0.41% | Trimmed(-71.1%) |
| 43 | M MX MAGNITE INC | $4.7M | 250.0K | 0.32% | Trimmed(-58.2%) |
| 44 | U UTI UNIVERSAL TECHNICAL INST INC | $3.4M | 78.6K | 0.23% | Trimmed(-62.6%) |
| 45 | O OIMAU ONEIM ACQUISITION CORP | $3M | 300.0K | 0.21% | Unchanged |
| 46 | S SPWRW SUNPOWER INC | $83K | 600.1K | 0.01% | Unchanged |
| 47 | O OIMAU ONEIM ACQUISITION CORP | $41K | 50.0K | 0.00% | Unchanged |