Universe · entity
Park West Asset Management LLC
Institutional manager (13F) · CIK 1386928
13F holdings · as of 2026-03-31 · top 48 · reported portfolio $1.1B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ALPHABET INC | $82M | 285,000 |
| 2 | AMAZON COM INC | $77M | 370,970 |
| 3 | FLEXTRONICS INTL LTD | $65M | 991,497 |
| 4 | MKS INC. | $57M | 249,240 |
| 5 | HEALTHEQUITY INC | $52M | 623,156 |
| 6 | PRIMO BRANDS CORPORATION | $51M | 2,714,892 |
| 7 | BROOKDALE SR LIVING INC | $49M | 3,576,625 |
| 8 | PORCH GROUP INC | $37M | 5,097,192 |
| 9 | COGENT COMM HOLDINGS INC | $36M | 1,935,201 |
| 10 | OPENLANE INC | $36M | 1,245,863 |
| 11 | BECTON DICKINSON & CO | $36M | 230,000 |
| 12 | ZILLOW GROUP INC | $36M | 861,580 |
| 13 | ENOVA INTL INC | $33M | 246,263 |
| 14 | SEMTECH CORP | $30M | 385,000 |
| 15 | CINEMARK HLDGS INC | $29M | 1,024,099 |
| 16 | KIRBY CORP | $28M | 212,510 |
| 17 | SYNOPSYS INC | $25M | 63,900 |
| 18 | GEO GROUP INC | $24M | 1,455,390 |
| 19 | NVIDIA CORPORATION | $23M | 130,000 |
| 20 | COUPANG INC | $22M | 1,146,600 |
| 21 | FORTREA HLDGS INC | $21M | 2,257,324 |
| 22 | WESTERN DIGITAL CORP | $20M | 75,027 |
| 23 | TOAST INC | $20M | 742,125 |
| 24 | TERAWULF INC | $18M | 1,248,801 |
| 25 | MERCURY GENL CORP NEW | $17M | 193,006 |
| 26 | CRH PLC | $17M | 160,000 |
| 27 | TELEFLEX INCORPORATED | $15M | 129,400 |
| 28 | DIVERSIFIED HEALTHCARE TR | $15M | 2,327,403 |
| 29 | TOWER SEMICONDUCTOR LTD | $15M | 86,540 |
| 30 | FORGENT POWER SOLUTIONS INC | $15M | 518,024 |
| 31 | MILLICOM INTL CELLULAR S A | $14M | 186,030 |
| 32 | CVS HEALTH CORP | $13M | 176,500 |
| 33 | MAMAS CREATIONS INC | $12M | 800,000 |
| 34 | ENOVIS CORPORATION | $12M | 520,592 |
| 35 | OPTION CARE HEALTH INC | $11M | 423,554 |
| 36 | HUT 8 CORP | $11M | 240,250 |
| 37 | CHARLES RIV LABS INTL INC | $8M | 44,800 |
| 38 | IREN LIMITED | $8M | 223,850 |
| 39 | UNIVERSAL TECHNICAL INST INC | $8M | 210,115 |
| 40 | MAGNITE INC | $7M | 598,380 |
| 41 | AZENTA INC | $7M | 327,893 |
| 42 | LITHIA MTRS INC | $6M | 25,468 |
| 43 | RAYONIER ADVANCED MATLS INC | $5M | 442,000 |
| 44 | ONEIM ACQUISITION CORP | $3M | 300,000 |
| 45 | CORECIVIC INC | $2M | 116,494 |
| 46 | SYMBOTIC INC | $1M | 25,000 |
| 47 | SUNPOWER INC | $150k | 600,105 |
| 48 | ONEIM ACQUISITION CORP | $36k | 49,999 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.