LRI Investments, LLC
Position in HLT — Hilton Worldwide Holdings Inc.
CIK 2023325
PALM BEACH GARDENS, FL
Position in HLT
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$64,108
+$5,118 QoQ
Shares Held
194
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,067
of 1,283 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLT Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026LRI Investments, LLC holds $366,041 across 7 Lodging names. HLT ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
|
646 | $239,401 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
This page
|
194 | $64,108 | |
| 3 | H |
Hyatt Hotels Corp
|
202 | $39,155 | |
| 4 | WH |
Wyndham Hotels & Resorts, Inc.
|
239 | $20,125 | |
| 5 | CHH |
Choice Hotels International Inc /De
|
19 | $2,095 | |
| 6 | IHG |
Intercontinental Hotels Group PLC /New/
|
5 | $865 | |
| 7 | HTHT |
H World Group Ltd
|
7 | $292 |
All Filings in HLT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,108 | 194 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $58,990 | 194 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $64,056 | 223 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $44,104 | 170 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $40,216 | 151 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $18,659 | 82 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $20,267 | 82 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $18,901 | 82 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $17,892 | 82 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||