The Analysis of Park West Asset Management LLC's Holdings
Currently, Park West Asset Management LLC holds 47 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in N/A (+355.3K shares, valued at $41.7M), TTMI (+543.2K shares, valued at $37.5M), MKSI (+218.6K shares, valued at $34.9M); decreased their positions in WDC (-273.5K shares, valued at $47.1M), FLUT (-103.5K shares, valued at $22.3M), TBPH (-1.1M shares, valued at $20.6M); initiated new positions in N/A (+355.3K shares, valued at $41.7M), TTMI (+543.2K shares, valued at $37.5M), CCOI (+1.4M shares, valued at $30.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ALPHABET INC ALPHABET INC352.0K shares17.33%2025-12-312026-02-17
Z ZILLOW GROUP INC1.0M shares29.38%2025-12-312026-02-17 AMZN AMAZON COM INC300.9K shares5.28%2025-12-312026-02-17 FLEX FLEX LTD982.0K shares-8.48%2025-12-312026-02-17 PRCH PORCH GROUP INC5.0M shares131.34%2025-12-312026-02-17 MKSI MKS INC.278.6K shares364.36%2025-12-312026-02-17 FLUT FLUTTER ENTMT PLC181.5K shares-36.31%2025-12-312026-02-17 TTMI TTM TECHNOLOGIES INC543.2K sharesnew addition2025-12-312026-02-17 VERX VERTEX INC1.8M shares46.67%2025-12-312026-02-17 GTM ZOOMINFO TECHNOLOGIES INC3.5M shares92.97%2025-12-312026-02-17 FTRE FORTREA HLDGS INC2.0M shares-7.63%2025-12-312026-02-17 CPNG COUPANG INC1.4M shares38.16%2025-12-312026-02-17 CNK CINEMARK HLDGS INC1.4M shares15.51%2025-12-312026-02-17 LAD LITHIA MTRS INC100.0K shares66.67%2025-12-312026-02-17 ENVA ENOVA INTL INC209.0K shares-6.57%2025-12-312026-02-17 MCY MERCURY GENL CORP NEW329.4K shares16.60%2025-12-312026-02-17 CCOI COGENT COMMUNICATIONS HLDGS1.4M sharesnew addition2025-12-312026-02-17 BDX BECTON DICKINSON & CO140.0K sharesnew addition2025-12-312026-02-17 TOST TOAST INC719.6K shares28.36%2025-12-312026-02-17 CRH PLC CRH PLC200.0K shares-11.11%2025-12-312026-02-17 AZTA AZENTA INC700.0K shares57.83%2025-12-312026-02-17 SNPS SYNOPSYS INC46.9K sharesnew addition2025-12-312026-02-17 ALV AUTOLIV INC175.0K shares-32.57%2025-12-312026-02-17 PRMB PRIMO BRANDS CORPORATION1.3M shares-21.88%2025-12-312026-02-17 WDC WESTERN DIGITAL CORP111.5K shares-71.03%2025-12-312026-02-17 WULF TERAWULF INC1.4M shares145.36%2025-12-312026-02-17 UTI UNIVERSAL TECHNICAL INST INC496.9K shares6.35%2025-12-312026-02-17 NVDA NVIDIA CORPORATION65.0K sharesnew addition2025-12-312026-02-17 CVS CVS HEALTH CORP147.0K sharesnew addition2025-12-312026-02-17 HUT 8 CORP HUT 8 CORP253.5K sharesnew addition2025-12-312026-02-17 OPCH OPTION CARE HEALTH INC354.4K shares-53.64%2025-12-312026-02-17 BTSG BRIGHTSPRING HEALTH SVCS INC294.1K shares-35.09%2025-12-312026-02-17 MAMA MAMAS CREATIONS INC800.0K shares0.00%2025-12-312026-02-17 DHC DIVERSIFIED HEALTHCARE TR1.9M shares11.11%2025-12-312026-02-17 PHR PHREESIA INC523.0K shares-42.27%2025-12-312026-02-17 ENOV ENOVIS CORPORATION306.3K sharesnew addition2025-12-312026-02-17 BKD BROOKDALE SR LIVING INC717.0K sharesnew addition2025-12-312026-02-17 KEX KIRBY CORP66.3K shares-46.96%2025-12-312026-02-17 IREN LIMITED IREN LIMITED184.8K sharesnew addition2025-12-312026-02-17 KRC KILROY RLTY CORP175.0K shares0.00%2025-12-312026-02-17 TBPH THERAVANCE BIOPHARMA INC181.5K shares-85.86%2025-12-312026-02-17 OMF ONEMAIN HLDGS INC40.6K shares-83.13%2025-12-312026-02-17 SVC SERVICE PPTYS TR926.0K sharesnew addition2025-12-312026-02-17 SPWRW SUNPOWER INC600.1K shares0.00%2025-12-312026-02-17 Call Option Holdings
LAD Call CallLITHIA MTRS INC50.0K sharesnew addition2025-12-312026-02-17 Put Option Holdings
No put option holdings data available