Park West Asset Management LLC Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$1.2T
Holdings
43
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GOOGLALPHABET INC | 600,000 | $145.9B | 12.29% | Call |
| 2 | FLUTFLUTTER ENTMT PLC | 285,000 | $72.4B | 6.10% | |
| 3 | AMZNAMAZON COM INC | 285,770 | $62.7B | 5.29% | |
| 4 | FLEXFLEX LTD | 1,073,000 | $62.2B | 5.24% | |
| 5 | ZZILLOW GROUP INC | 800,000 | $61.6B | 5.19% | |
| 6 | WDCWESTERN DIGITAL CORP | 485,000 | $58.2B | 4.91% | Call |
| 7 | CNKCINEMARK HLDGS INC | 1,555,287 | $43.6B | 3.67% | Call |
| 8 | TSEMTOWER SEMICONDUCTOR LTD | 590,000 | $42.7B | 3.59% | |
| 9 | PRCHPORCH GROUP INC | 2,182,916 | $36.6B | 3.09% | |
| 10 | PRMBPRIMO BRANDS CORPORATION | 1,600,000 | $35.4B | 2.98% | |
| 11 | CPNGCOUPANG INC | 1,035,000 | $33.3B | 2.81% | |
| 12 | ALVAUTOLIV INC | 259,529 | $32.1B | 2.70% | |
| 13 | IRENIREN LIMITED | 681,100 | $32.0B | 2.69% | |
| 14 | LNWOLIGHT & WONDER INC | 370,183 | $31.1B | 2.62% | |
| 15 | VERXVERTEX INC | 1,250,000 | $31.0B | 2.61% | |
| 16 | RHCRH PLC | 225,000 | $27.0B | 2.27% | |
| 17 | ENVAENOVA INTL INC | 223,711 | $25.7B | 2.17% | |
| 18 | MCYMERCURY GENL CORP NEW | 282,528 | $24.0B | 2.02% | |
| 19 | METAMETA PLATFORMS INC | 30,000 | $22.0B | 1.86% | |
| 20 | TIGOMILLICOM INTL CELLULAR S A | 450,527 | $21.9B | 1.84% | |
| 21 | PHRPHREESIA INC | 905,995 | $21.3B | 1.80% | |
| 22 | OPCHOPTION CARE HEALTH INC | 764,525 | $21.2B | 1.79% | |
| 23 | TOSTTOAST INC | 560,575 | $20.5B | 1.72% | |
| 24 | GTMZOOMINFO TECHNOLOGIES INC | 1,813,768 | $19.8B | 1.67% | |
| 25 | CPAYCORPAY INC | 66,100 | $19.0B | 1.60% | |
| 26 | LADLITHIA MTRS INC | 60,000 | $19.0B | 1.60% | |
| 27 | TBPHTHERAVANCE BIOPHARMA INC | 1,284,081 | $18.7B | 1.58% | |
| 28 | FTREFORTREA HLDGS INC | 2,206,556 | $18.6B | 1.57% | |
| 29 | UTIUNIVERSAL TECHNICAL INST INC | 467,273 | $15.2B | 1.28% | |
| 30 | FISFIDELITY NATL INFORMATION SV | 208,399 | $13.7B | 1.16% | |
| 31 | OMFONEMAIN HLDGS INC | 240,945 | $13.6B | 1.15% | |
| 32 | BTSGBRIGHTSPRING HEALTH SVCS INC | 453,056 | $13.4B | 1.13% | |
| 33 | AZTAAZENTA INC | 443,515 | $12.7B | 1.07% | |
| 34 | KEXKIRBY CORP | 125,000 | $10.4B | 0.88% | |
| 35 | MAMAMAMAS CREATIONS INC | 800,000 | $8.4B | 0.71% | |
| 36 | MKSIMKS INC. | 60,000 | $7.4B | 0.63% | |
| 37 | KRCKILROY RLTY CORP | 175,000 | $7.4B | 0.62% | |
| 38 | DHCDIVERSIFIED HEALTHCARE TR | 1,665,002 | $7.3B | 0.62% | |
| 39 | WULFTERAWULF INC | 580,000 | $6.6B | 0.56% | |
| 40 | BLNDBLEND LABS INC | 1,700,000 | $6.2B | 0.52% | |
| 41 | VYXNCR VOYIX CORPORATION | 205,495 | $2.6B | 0.22% | |
| 42 | HPPHUDSON PAC PPTYS INC | 799,000 | $2.2B | 0.19% | |
| 43 | SPWRWCOMPLETE SOLARIA INC | 600,105 | $159.3M | 0.01% |