Parsifal Capital Management, LP: VIAVI SOLUTIONS INC (VIAV): Quarterly 13F Position History
As of Q1 2026, Parsifal Capital Management, LP reported 1,286,204 shares of VIAVI SOLUTIONS INC (VIAV), worth $42.8M and representing 5.5% of its 13F equity book. Quarter-over-quarter share count change: 2,099,496 (-62.0%) . The position first appeared in Q4 2025 and has been disclosed across 2 13F-HR filings in Pactolio's tracked window.
- 1,286,204Shares Held (Latest Filing)
- $42.8MReported Market Value (Latest Filing)
- 5.5%Portfolio Weight (% of 13F Equity Book)
- 2,099,496Quarter-over-Quarter Share Change
- -$17.5MQuarter-over-Quarter Value Change
- 3,385,700Peak Reported Shares (Historical)
Recent initiation: Parsifal Capital Management, LP first reported VIAV on the Q4 2025 filing — fewer than three quarters of history are available.
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 2 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,286,204 | 2,099,496 | -62.0% | $42.8M | 5.5% | $33.3 |
| Q4 2025 | 3,385,700 | — | — | $60.3M | 6.1% | $17.8 |
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 VIAV position in 13F-HR filings?
Parsifal Capital Management, LP first reported VIAVI SOLUTIONS INC (VIAV) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 2 reported quarters within Pactolio's tracked window.
What was Parsifal Capital Management, LP's most recent quarter-over-quarter share-count change in VIAV?
Between Q4 2025 and Q1 2026, Parsifal Capital Management, LP reduced its VIAV position by 2,099,496 shares (-62.0%), leaving 1,286,204 shares at a market value of $42.8M.
Does the implied price-per-share represent Parsifal Capital Management, LP's cost basis in VIAV?
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.