Park West Asset Management LLC 13F Holdings

CIK 0001386928 · Larkspur, CA

As of Sep 30, 2025, Park West Asset Management LLC reported 43 positions worth .2B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ALPHABET INCGOOGLEquity600,000 45.9M12.29%
FLUTTER ENTERTAINMENT PLCFLUTConsumer Cyclical285,000$72.4M6.10%
AMAZON.COM INCAMZNEquity285,770$62.7M5.29%
FLEX LTDFLEXTechnology1,073,000$62.2M5.24%
ZILLOW GROUP INCZCommunication Services800,000$61.6M5.19%
WESTERN DIGITAL CORPWDCTechnology485,000$58.2M4.91%
CINEMARK HOLDINGS INCCNKCommunication Services1,555,287$43.6M3.67%
TOWER SEMICONDUCTOR LTDTSEMTechnology590,000$42.7M3.59%
PORCH GROUP INCPRCHTechnology2,182,916$36.6M3.09%
PRIMO BRANDS CORPPRMBConsumer Defensive1,600,000$35.4M2.98%
COUPANG INCCPNGConsumer Cyclical1,035,000$33.3M2.81%
AUTOLIV INCALVConsumer Cyclical259,529$32.1M2.70%
IREN LTDIRENFinancial Services681,100$32.0M2.69%
LIGHT & WONDER INCLNWOConsumer Cyclical370,183$31.1M2.62%
VERTEX INCVERXTechnology1,250,000$31.0M2.61%
CRH PUBLIC LTD COCRHBasic Materials225,000$27.0M2.27%
ENOVA INTERNATIONAL INCENVAFinancial Services223,711$25.7M2.17%
MERCURY GENERAL CORPMCYFinancial Services282,528$24.0M2.02%
META PLATFORMS INCMETACommunication Services30,000$22.0M1.86%
MILLICOM INTERNATIONAL CELLULAR SATIGOCommunication Services450,527$21.9M1.84%
PHREESIA INCPHRHealthcare905,995$21.3M1.80%
OPTION CARE HEALTH INCOPCHHealthcare764,525$21.2M1.79%
TOAST INCTOSTTechnology560,575$20.5M1.72%
ZOOMINFO TECHNOLOGIES INCGTMTechnology1,813,768 9.8M1.67%
CORPAY INCCPAYTechnology66,100 9.0M1.60%