Park West Asset Management LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Park West Asset Management LLC held in its portfolio 48 assets valued at $1,204,182,371 (i.e. $1.20B).
The most valuable assets in the portfolio included: ALPHABET INC ($110.18M), ZILLOW GROUP INC ($70.61M), and AMAZON COM INC ($69.45M).
The chart below shows the top 10 valuable assets, and the table below shows the top 48 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Park West Asset Management LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ALPHABET INC | 352000 | 110176000 | CAP STK CL A |
| ZILLOW GROUP INC | 1035000 | 70607700 | CL C CAP STK |
| AMAZON COM INC | 300870 | 69446813 | COM |
| FLEX LTD | 981995 | 59332138 | ORD |
| PORCH GROUP INC | 5050000 | 46106500 | COM |
| MKS INC. | 278614 | 44522517 | COM |
| TOWER SEMICONDUCTOR LTD | 355304 | 41719796 | SHS NEW |
| FLUTTER ENTMT PLC | 181520 | 39034061 | SHS |
| TTM TECHNOLOGIES INC | 543167 | 37478523 | COM |
| VERTEX INC | 1833428 | 36613557 | CL A |
| ZOOMINFO TECHNOLOGIES INC | 3500000 | 35595000 | COMMON STOCK |
| FORTREA HLDGS INC | 2038159 | 35158243 | COMMON STOCK |
| COUPANG INC | 1430000 | 33733700 | CL A |
| CINEMARK HLDGS INC | 1450000 | 33698000 | COM |
| LITHIA MTRS INC | 100000 | 33233000 | COM |
| ENOVA INTL INC | 209011 | 32856529 | COM |
| MERCURY GENL CORP NEW | 329435 | 30986656 | COM |
| COGENT COMMUNICATIONS HLDGS | 1409096 | 30380110 | COM NEW |
| BECTON DICKINSON & CO | 140000 | 27169800 | COM |
| TOAST INC | 719575 | 25552108 | CL A |
| CRH PLC | 200000 | 24960000 | ORD |
| AZENTA INC | 700003 | 23282100 | COM |
| SYNOPSYS INC | 46900 | 22029868 | COM |
| AUTOLIV INC | 175000 | 20772500 | COM |
| PRIMO BRANDS CORPORATION | 1250000 | 20437500 | CLASS A COM SHS |
| WESTERN DIGITAL CORP | 111527 | 19212756 | COM |
| MILLICOM INTL CELLULAR S A | 335130 | 18579607 | COM STK |
| LITHIA MTRS INC | 50000 | 16616500 | CALL |
| TERAWULF INC | 1423100 | 16351419 | COM |
| UNIVERSAL TECHNICAL INST INC | 496923 | 12984598 | COM |
| NVIDIA CORPORATION | 65000 | 12122500 | COM |
| CVS HEALTH CORP | 147000 | 11665920 | COM |
| HUT 8 CORP | 253500 | 11645790 | COM |
| OPTION CARE HEALTH INC | 354425 | 11291981 | COM NEW |
| BRIGHTSPRING HEALTH SVCS INC | 294056 | 11012397 | COM |
| MAMAS CREATIONS INC | 800000 | 10792000 | COM |
| DIVERSIFIED HEALTHCARE TR | 1850002 | 8972510 | COM SH BEN INT |
| PHREESIA INC | 522995 | 8849075 | COM |
| ENOVIS CORPORATION | 306300 | 8159832 | COM |
| BROOKDALE SR LIVING INC | 717000 | 7736430 | COM |
| KIRBY CORP | 66300 | 7304934 | COM |
| IREN LIMITED | 184850 | 6981785 | ORDINARY SHARES |
| KILROY RLTY CORP | 175000 | 6539750 | COM |
| HUDSON PAC PPTYS INC | 414626 | 4490400 | COM |
| THERAVANCE BIOPHARMA INC | 181507 | 3395996 | COM |
| ONEMAIN HLDGS INC | 40645 | 2745570 | COM |
| SERVICE PPTYS TR | 926020 | 1703877 | COM SH BEN INT |
| SUNPOWER INC | 600105 | 144025 | *W EXP 07/31/202 |