Position in H
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,679,239
+$38,128 QoQ
Shares Held
18,633
+13.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 0.6010840981055118.ToString("F0")%
Shared 0.ToString("F0")%
None 99.3989159018945.ToString("F0")%
Common Shares in H Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $89,651,093 across 7 Lodging names. H ranks #5 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
175,201 | $57,302,990 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
56,608 | $17,213,360 | |
| 3 | HTHT |
H World Group Ltd
|
103,588 | $5,209,440 | |
| 4 | IHG |
Intercontinental Hotels Group PLC /New/
|
33,924 | $4,527,497 | |
| 5 | H |
Hyatt Hotels Corp
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|
18,633 | $2,679,239 | |
| 6 | WH |
Wyndham Hotels & Resorts, Inc.
|
18,277 | $1,484,640 | |
| 7 | CHH |
Choice Hotels International Inc /De
|
11,922 | $1,233,927 |
All Filings in H
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,679,239 | 18,633 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,641,111 | 16,474 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,381,546 | 9,734 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,284,221 | 9,196 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $728,507 | 5,947 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $789,137 | 5,027 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $691,596 | 4,544 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $644,747 | 4,244 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $581,176 | 3,641 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $426,048 | 3,267 | Shares | Defined | 2024-02-14 | |
| 2021-03-31 | $758,359 | 9,170 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,067,492 | 14,377 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||