Park West Asset Management LLC Top Holdings and 13F Report (2025) About Park West Asset Management LLCInvestment ActivityPark West Asset Management LLC has $1.32 billion in total holdings as of June 30, 2025.Park West Asset Management LLC owns shares of 44 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 27.40% of the portfolio was purchased this quarter.About 28.21% of the portfolio was sold this quarter.This quarter, Park West Asset Management LLC has purchased 47 new stocks and bought additional shares in 9 stocks.Park West Asset Management LLC sold shares of 23 stocks and completely divested from 13 stocks this quarter.Largest Holdings Kirby $85,057,500Zillow Group $56,040,000Fiserv $55,171,200Amazon.com $55,060,308Millicom International Cellular $51,614,063 Largest New Holdings this Quarter 337738108 - Fiserv $55,171,200 Holdingl6388f110 - Millicom International Cellular $51,614,063 HoldingG3643J108 - FLUTTER ENTMT PLC $42,864,000 Holding22266T109 - Coupang $36,431,360 Holding02079K305 - Alphabet $29,959,100 Holding Largest Purchases this Quarter Fiserv 320,000 shares (about $55.17M)Millicom International Cellular 1,377,477 shares (about $51.61M)FLUTTER ENTMT PLC 150,000 shares (about $42.86M)Coupang 1,216,000 shares (about $36.43M)Alphabet 170,000 shares (about $29.96M) Largest Sales this Quarter Meta Platforms 36,000 shares (about $26.57M)Group 1 Automotive 60,515 shares (about $26.43M)Lithia Motors 74,242 shares (about $25.08M)Cinemark 804,682 shares (about $24.29M)KASPI KZ JSC 230,636 shares (about $19.58M) 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$85,057,500$2,948,660 ▼-3.4%750,0006.4%TransportationZZillow Group$56,040,000$10,331,114 ▼-15.6%800,0004.2%Computer and TechnologyFIFiserv$55,171,200$55,171,200 ▲New Holding320,0004.2%Business ServicesAMZNAmazon.com$55,060,308$2,939,826 ▲5.6%250,9704.2%Retail/WholesaleTIGOMillicom International Cellular$51,614,063$51,614,063 ▲New Holding1,377,4773.9%Computer and TechnologyOPCHOption Care Health$48,470,034$14,145,040 ▲41.2%1,492,3043.7%MedicalCRH PLC$47,245,237$3,506,117 ▲8.0%514,6543.6%ORDALVAutoliv$45,990,900$14,581,465 ▼-24.1%411,0003.5%Auto/Tires/TrucksMLNKMeridianLink$44,857,415$2,674,233 ▲6.3%2,763,8583.4%Business ServicesWDCWestern Digital$44,793,000$9,598,500 ▼-17.6%700,0003.4%Computer and TechnologyFLUTTER ENTMT PLC$42,864,000$42,864,000 ▲New Holding150,0003.2%SHSLADLithia Motors$42,618,696$25,080,433 ▼-37.0%126,1583.2%Retail/WholesaleRMBSRambus$42,253,200$4,535,817 ▲12.0%660,0003.2%Computer and TechnologyMETAMeta Platforms$36,904,500$26,571,240 ▼-41.9%50,0002.8%Computer and TechnologyCPNGCoupang$36,431,360$36,431,360 ▲New Holding1,216,0002.8%Retail/WholesaleCORPAY INC$35,315,603$2,256,376 ▼-6.0%106,4302.7%COM SHSMATXMatson$33,405,000$23,383,500 ▲233.3%300,0002.5%TransportationPHRPhreesia$31,917,805$6,460,306 ▲25.4%1,121,4972.4%MedicalOMFOneMain$31,635,513$10,416,750 ▼-24.8%555,0092.4%FinanceCNKCinemark$31,495,546$1,843,757 ▼-5.5%1,043,5902.4%Consumer DiscretionaryGOOGLAlphabet$29,959,100$29,959,100 ▲New Holding170,0002.3%Computer and TechnologySMITHFIELD FOODS INC$28,927,782$12,179,128 ▼-29.6%1,229,4002.2%COMFISFidelity National Information Services$27,722,547$691,985 ▼-2.4%340,5302.1%Business ServicesZIZoomInfo Technologies$25,906,188$1,012,000 ▼-3.8%2,559,9002.0%Computer and TechnologyFLEXFlex$24,960,000$3,120,000 ▲14.3%500,0001.9%Computer and TechnologyTOSTToast$24,894,302$4,185,405 ▼-14.4%562,0751.9%Computer and TechnologyKASPI KZ JSC$24,620,477$19,578,690 ▼-44.3%290,0281.9%SPONSORED ADSAZTAAzenta$24,123,610$13,912,560 ▲136.3%783,7431.8%MedicalPRCHPorch Group$22,731,839$22,731,839 ▲New Holding1,928,0611.7%Computer and TechnologyLAURLaureate Education$21,098,743$6,703,350 ▼-24.1%902,4271.6%Consumer DiscretionaryTBPHTheravance Biopharma$19,843,863$56,948 ▼-0.3%1,799,0811.5%MedicalBRIGHTSPRING HEALTH SVCS INC$19,769,741$19,769,741 ▲New Holding838,0561.5%COMUNHUnitedHealth Group$18,691,683$3,286,604 ▼-15.0%59,9151.4%MedicalGPIGroup 1 Automotive$17,468,400$26,427,506 ▼-60.2%40,0001.3%Retail/WholesaleENVAEnova International$16,706,923$191,145 ▼-1.1%149,8111.3%FinanceBVBrightView$16,650,000$16,650,000 ▲New Holding1,000,0001.3%Business ServicesUTIUniversal Technical Institute$16,027,089$9,828,100 ▼-38.0%472,9151.2%Consumer DiscretionaryDHCDiversified Healthcare Trust$12,803,4620.0%3,576,3861.0%FinanceCCOICogent Communications$10,668,873$10,668,873 ▲New Holding221,3000.8%Computer and TechnologyCNKCinemark$9,054,000$24,285,303 ▼-72.8%300,0000.7%Consumer DiscretionaryLNWLight & Wonder$7,700,800$2,984,060 ▼-27.9%80,0000.6%Consumer DiscretionaryPRCHPorch Group$1,768,500$1,768,500 ▲New Holding150,0000.1%Computer and TechnologyLAZYLazydays$775,725$1,135,022 ▼-59.4%3,185,7290.1%Consumer DiscretionaryCOMPLETE SOLARIA INC$195,3340.0%600,1050.0%*W EXP 07/31/202TNDMTandem Diabetes Care$0$21,517,676 ▼-100.0%00.0%MedicalACVAACV Auctions$0$19,162,400 ▼-100.0%00.0%Retail/WholesaleDALDelta Air Lines$0$18,900,600 ▼-100.0%00.0%TransportationOSCROscar Health$0$16,570,686 ▼-100.0%00.0%FinanceNVAXNovavax$0$16,209,973 ▼-100.0%00.0%MedicalSLMSLM$0$11,357,232 ▼-100.0%00.0%FinanceCSTLCastle Biosciences$0$11,140,830 ▼-100.0%00.0%MedicalRUNSunrun$0$10,241,674 ▼-100.0%00.0%EnergyVEEVVeeva Systems$0$9,705,297 ▼-100.0%00.0%MedicalFLGTFulgent Genetics$0$7,570,220 ▼-100.0%00.0%MedicalCZRCaesars Entertainment$0$7,500,000 ▼-100.0%00.0%Consumer DiscretionaryCENXCentury Aluminum$0$5,739,828 ▼-100.0%00.0%IndustrialsLNSRLENSAR$0$1,229,330 ▼-100.0%00.0%MedicalShowing 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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