Hill Path Capital LP
Top Portfolio Positions
7 positions ·
$1,369,926,591 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PRKS |
United Parks & Resorts Inc.
Consumer Cyclical
|
27,205,306 | $888,525,293 | 64.86% | |
| HGV |
Hilton Grand Vacations Inc.
Consumer Cyclical
|
6,509,913 | $254,667,796 | 18.59% | |
| PENN |
PENN Entertainment, Inc.
Consumer Cyclical
|
5,759,820 | $86,570,094 | 6.32% | |
| PLAY |
Dave & Buster's Entertainment, Inc.
Communication Services
|
7,119,255 | $77,101,531 | 5.63% | |
| ACEL |
Accel Entertainment, Inc.
Consumer Cyclical
|
2,789,113 | $30,429,222 | 2.22% | |
| CARS |
Cars.com Inc.
Communication Services
|
2,481,032 | $20,145,979 | 1.47% | |
| GDEN |
NEW ROYAL HOLDCO I INC.
Consumer Cyclical
|
467,841 | $12,486,676 | 0.91% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PENN
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $86,570,094 | 5,759,820 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $84,957,345 | 5,759,820 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $110,934,133 | 5,759,820 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $62,595,393 | 3,502,820 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||