Park West Asset Management LLC — 13F holdings

Park West Asset Management LLC reported 47 holdings worth $1.47B in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. FLEX FLEX LTD — $92.1M (6.3%)
2. AMZN AMAZON COM INC — $77.4M (5.3%)
3. HQY HEALTHEQUITY INC — $70.1M (4.8%)
4. GOOGL ALPHABET INC — $68.6M (4.7%)
5. GLAS GLASS HOUSE BRANDS INC — $67.4M (4.6%)
6. MKSI MKS INC. — $61.7M (4.2%)
7. ENVA ENOVA INTL INC — $60.0M (4.1%)
8. PRMB PRIMO BRANDS CORPORATION — $58.7M (4.0%)
9. PRCH PORCH GROUP INC — $53.2M (3.6%)
10. BKD BROOKDALE SR LIVING INC — $49.5M (3.4%)