Synergy Investment Management, LLC
Position in HLT — Hilton Worldwide Holdings Inc.
CIK 2053786
ALTAMONTE SPRINGS, FL
Position in HLT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$88,232
+$26,508 QoQ
Shares Held
267
+31.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,057
of 1,283 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in HLT Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Synergy Investment Management, LLC holds $93,913 across 4 Lodging names. HLT ranks #1 (94.0% of the industry book) .
All Filings in HLT
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88,232 | 267 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $61,724 | 203 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||