13F Portfolios

Parsifal Capital Management, LP: ATMUS FILTRATION TECHNOLOGIE (ATMU): Quarterly 13F Position History

As of Q1 2026, Parsifal Capital Management, LP reported 788,987 shares of ATMUS FILTRATION TECHNOLOGIE (ATMU), worth $44.8M and representing 5.8% of its 13F equity book. Quarter-over-quarter share count change: 445,300 (-36.1%) . The position first appeared in Q1 2024 and has been disclosed across 9 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 9 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q1 2026 788,987 445,300 -36.1% $44.8M 5.8% $56.8
Q4 2025 1,234,287 8,733 -0.7% $64.1M 6.5% $51.9
Q3 2025 1,243,020 496,615 -28.5% $56.0M 5.2% $45.1
Q2 2025 1,739,635 +70,480 +4.2% $63.4M 6.0% $36.4
Q1 2025 1,669,155 512,539 -23.5% $61.3M 6.4% $36.7
Q4 2024 2,181,694 539,584 -19.8% $85.5M 7.1% $39.2
Q3 2024 2,721,278 +58,478 +2.2% $102.1M 7.9% $37.5
Q2 2024 2,662,800 +2,007,331 +306.2% $76.6M 5.6% $28.8
Q1 2024 655,469 $21.1M 1.5% $32.3

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.

When did Parsifal Capital Management, LP first disclose a ATMU position in 13F-HR filings?

Parsifal Capital Management, LP first reported ATMUS FILTRATION TECHNOLOGIE (ATMU) on its 13F-HR filing for the period ending 2024-03-31 (Q1 2024). The position has appeared on 9 reported quarters within Pactolio's tracked window.

What was Parsifal Capital Management, LP's most recent quarter-over-quarter share-count change in ATMU?

Between Q4 2025 and Q1 2026, Parsifal Capital Management, LP reduced its ATMU position by 445,300 shares (-36.1%), leaving 788,987 shares at a market value of $44.8M.

Does the implied price-per-share represent Parsifal Capital Management, LP's cost basis in ATMU?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.