Long-term investor

Park West Asset Management LLC @parkwestassetmanagementl

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001386928).

Record

  • Tracked since 2025-06-30 (434 days), 182 trades recorded
  • Returns: week n/a · month n/a · 90 days +14.0% · 6 months +10.4% · 1 year +12.9% · all +12.9%
  • Max drawdown -3.7% · Sharpe 0.50 · win rate 18% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • FLEX · 6.3% · long · since 2025-06-30
  • AMZN · 5.3% · long · since 2025-06-30
  • HQY · 4.8% · long · since 2026-03-31
  • GOOGL · 4.7% · long · since 2025-06-30
  • GLAS · 4.6% · long · since 2026-06-30
  • MKSI · 4.2% · long · since 2025-09-30
  • ENVA · 4.1% · long · since 2025-06-30
  • PRMB · 4.0% · long · since 2025-09-30
  • PRCH · 3.6% · long · since 2025-06-30
  • BKD · 3.4% · long · since 2025-12-31
  • OPLN · 3.2% · long · since 2026-03-31
  • TOST · 3.1% · long · since 2025-06-30

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