account_balance
Investment manager · 13F filer · SEC CIK 1386928
Park West Asset Management LLC
Reported value$1.46Bas of Jun 30, 2026
Positions46 12 new, 14 sold out
Top 10 weight45.0%FLEX alone is 6%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
FLEXFlex Ltd
6.3%Trimmed −43%
AMZNAmazon Com Inc
5.3%Trimmed −13%
HQYHealthequity Inc
4.8%Added +25%
GOOGLAlphabet Inc
4.7%Trimmed −33%
GLASGlass House Brands Inc
4.6%New
MKSIMKS Inc.
4.2%Trimmed −44%
ENVAEnova Intl Inc
4.1%
PRMBPrimo Brands Corporation
4.0%Trimmed −11%
PRCHPorch Group Inc
3.6%Trimmed −31%
BKDBrookdale Sr Living Inc
3.4%Trimmed −14%
OPLNOpenlane Inc
3.2%Trimmed −10%
TOSTToast Inc
3.1%Added +121%
FLEXFlex Ltd
6.3%Trimmed −43%
AMZN5.3%HQY4.8%GOOGLAlphabet Inc
4.7%Trimmed −33%
GLASGlass House Brands Inc
4.6%New
MKSIMKS Inc.
4.2%Trimmed −44%
ENVA4.1%PRMB4.0%PRCH3.6%BKD3.4%OPLN3.2%TOST3.1%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
FLEX Flex Ltd 6.3% Trimmed −43%AMZN Amazon Com Inc 5.3% Trimmed −13%HQY Healthequity Inc 4.8% Added +25%GOOGL Alphabet Inc 4.7% Trimmed −33%GLAS Glass House Brands Inc 4.6% NewMKSI MKS Inc. 4.2% Trimmed −44%ENVA Enova Intl Inc 4.1% HeldPRMB Primo Brands Corporation 4.0% Trimmed −11%PRCH Porch Group Inc 3.6% Trimmed −31%BKD Brookdale Sr Living Inc 3.4% Trimmed −14%OPLN Openlane Inc 3.2% Trimmed −10%TOST Toast Inc 3.1% Added +121%
What changed