Park West Asset Management LLC Top Holdings and 13F Report (2025) About Park West Asset Management LLCInvestment ActivityPark West Asset Management LLC has $1.24 billion in total holdings as of March 31, 2025.Park West Asset Management LLC owns shares of 48 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 40.04% of the portfolio was purchased this quarter.About 26.29% of the portfolio was sold this quarter.This quarter, Park West Asset Management LLC has purchased 41 new stocks and bought additional shares in 15 stocks.Park West Asset Management LLC sold shares of 16 stocks and completely divested from 9 stocks this quarter.Largest Holdings Kirby $78,383,760Zillow Group $64,959,366Lithia Motors $58,825,416Meta Platforms $49,566,960KASPI KZ JSC $48,343,652 Largest New Holdings this Quarter 536797103 - Lithia Motors $58,825,416 Holdingl6388F110 - Millicom International Cellular $45,737,274 Holding832248207 - SMITHFIELD FOODS INC $35,621,330 Holding750917106 - Rambus $30,503,241 Holding98980F104 - ZoomInfo Technologies $26,599,000 Holding Largest Purchases this Quarter Lithia Motors 200,400 shares (about $58.83M)Zillow Group 697,482 shares (about $47.82M)Millicom International Cellular 1,510,977 shares (about $45.74M)SMITHFIELD FOODS INC 1,747,000 shares (about $35.62M)Kirby 317,721 shares (about $32.09M) Largest Sales this Quarter Light & Wonder 424,315 shares (about $36.75M)Option Care Health 889,387 shares (about $31.08M)Caesars Entertainment 782,452 shares (about $19.56M)Universal Technical Institute 599,071 shares (about $15.38M)Meta Platforms 24,000 shares (about $13.83M) Sector Allocation Over TimeMap of 500 Largest Holdings ofPark West Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKEXKirby$78,383,760$32,092,998 ▲69.3%776,0006.3%TransportationZZillow Group$64,959,366$47,819,366 ▲279.0%947,4825.2%FinanceLADLithia Motors$58,825,416$58,825,416 ▲New Holding200,4004.8%Retail/WholesaleMETAMeta Platforms$49,566,960$13,832,640 ▼-21.8%86,0004.0%Computer and TechnologyKASPI KZ JSC$48,343,652$11,455,647 ▲31.1%520,6643.9%SPONSORED ADSMLNKMeridianLink$48,161,082$4,224,266 ▲9.6%2,599,0873.9%Business ServicesALVAutoliv$47,878,693$7,402,557 ▼-13.4%541,3083.9%Auto/Tires/TrucksTIGOMillicom International Cellular$45,737,274$45,737,274 ▲New Holding1,510,9773.7%Computer and TechnologyAMZNAmazon.com$45,200,068$9,779,364 ▲27.6%237,5703.7%Retail/WholesaleCRH PLC$41,914,274$8,052,686 ▼-16.1%476,4613.4%ORDCORPAY INC$39,485,566$10,241,907 ▼-20.6%113,2303.2%COM SHSGPIGroup 1 Automotive$38,391,704$5,088,720 ▲15.3%100,5153.1%Retail/WholesaleOPCHOption Care Health$36,935,300$31,084,076 ▼-45.7%1,056,8043.0%MedicalUNHUnitedHealth Group$36,898,188$2,435,438 ▼-6.2%70,4503.0%MedicalOMFOneMain$36,061,660$1,613,040 ▲4.7%737,7592.9%FinanceSMITHFIELD FOODS INC$35,621,330$35,621,330 ▲New Holding1,747,0002.9%COMWDCWestern Digital$34,365,500$3,234,400 ▼-8.6%850,0002.8%Computer and TechnologyRMBSRambus$30,503,241$30,503,241 ▲New Holding589,1502.5%Computer and TechnologyCNKCinemark$27,495,535$15,050,535 ▲120.9%1,104,6822.2%Consumer DiscretionaryZIZoomInfo Technologies$26,599,000$26,599,000 ▲New Holding2,659,9002.1%Computer and TechnologyFISFidelity National Information Services$26,065,560$26,065,560 ▲New Holding349,0302.1%Business ServicesLAURLaureate Education$24,317,913$1,963,200 ▼-7.5%1,189,1402.0%Consumer DiscretionaryPHRPhreesia$22,863,446$12,036,997 ▲111.2%894,5011.8%MedicalTOSTToast$21,778,593$12,090,465 ▲124.8%656,5751.8%Computer and TechnologyTNDMTandem Diabetes Care$21,517,676$9,138,324 ▼-29.8%1,123,0521.7%MedicalUTIUniversal Technical Institute$19,591,657$15,384,143 ▼-44.0%762,9151.6%Consumer DiscretionaryACVAACV Auctions$19,162,400$113,875 ▲0.6%1,360,0001.5%Retail/WholesaleDALDelta Air Lines$18,900,600$18,900,600 ▲New Holding433,5001.5%TransportationOSCROscar Health$16,570,686$4,443,936 ▲36.6%1,263,9731.3%FinanceNVAXNovavax$16,209,973$16,209,973 ▲New Holding2,528,8571.3%MedicalTBPHTheravance Biopharma$16,111,899$100,516 ▲0.6%1,804,2441.3%MedicalENVAEnova International$14,631,254$14,631,254 ▲New Holding151,5251.2%FinanceFLEXFlex$14,472,500$839,769 ▼-5.5%437,5001.2%Computer and TechnologyMATXMatson$11,535,300$11,535,300 ▲New Holding90,0000.9%TransportationAZTAAzenta$11,491,578$1,099,578 ▲10.6%331,7430.9%MedicalSLMSLM$11,357,232$11,357,232 ▲New Holding386,6950.9%FinanceCSTLCastle Biosciences$11,140,830$11,140,830 ▲New Holding556,4850.9%MedicalRUNSunrun$10,241,674$1,611,500 ▲18.7%1,747,7260.8%EnergyVEEVVeeva Systems$9,705,297$9,705,297 ▲New Holding41,9000.8%MedicalLNWLight & Wonder$9,613,710$36,749,922 ▼-79.3%111,0000.8%Consumer DiscretionaryDHCDiversified Healthcare Trust$8,583,326$8,583,326 ▲New Holding3,576,3860.7%FinanceFLGTFulgent Genetics$7,570,220$3,274,206 ▼-30.2%447,9420.6%MedicalCZRCaesars Entertainment$7,500,000$19,561,300 ▼-72.3%300,0000.6%Consumer DiscretionarySLMSLM$5,874,000$5,874,000 ▲New Holding200,0000.5%FinanceCENXCentury Aluminum$5,739,828$5,739,828 ▲New Holding309,2580.5%IndustrialsLAZYLazydays$2,545,570$981,142 ▼-27.8%7,847,0100.2%Consumer DiscretionaryLNSRLENSAR$1,229,330$10,217,419 ▼-89.3%87,0630.1%MedicalCSLRWComplete Solaria$120,0210.0%600,1050.0%Computer and TechnologyAAONAAON$0$24,124,400 ▼-100.0%00.0%ConstructionEDREndeavor Group$0$21,120,750 ▼-100.0%00.0%Consumer DiscretionaryGENGenesis Healthcare$0$20,205,865 ▼-100.0%00.0%Business ServicesTNETTriNet Group$0$19,878,630 ▼-100.0%00.0%Business ServicesVITLVital Farms$0$18,279,650 ▼-100.0%00.0%Consumer StaplesFSLRFirst Solar$0$17,624,000 ▼-100.0%00.0%EnergyUALUnited Airlines$0$17,478,000 ▼-100.0%00.0%TransportationHCIHCI Group$0$7,498,589 ▼-100.0%00.0%FinanceYNDXYandex$0$4,819,800 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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