Parsifal Capital Management, LP Portfolio Holdings by Sector

Parsifal Capital Management, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology AVPT 1 stocks	$127,926 14.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive ACI 1 stocks	$117,478 12.96% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DLTR 1 stocks	$99,294 10.95% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical HGV 1 stocks	$91,868 10.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM 1 stocks	$90,603 9.99% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH CVS HUM 3 stocks	$78,573 8.67% of portfolio	2	1	2	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials GXO 1 stocks	$78,433 8.65% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare GMED 1 stocks	$63,245 6.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials SXT 1 stocks	$46,784 5.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials LPX 1 stocks	$46,161 5.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare TEVA 1 stocks	$40,612 4.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials IESC 1 stocks	$25,767 2.84% of portfolio	1	-	1	-	0 Calls 0 Puts

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