Edgestream Partners, L.P.

Position in VAC — MARRIOTT VACATIONS WORLDWIDE Corp

CIK 1535061 Princeton, NJ

Position in VAC

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$1,786,873

+$1,415,696 QoQ

Shares Held

17,539

+172.6% QoQ

Ownership

0.051%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#94

of 370 holders

Holding Since

Jun 2023

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Edgestream Partners, L.P. holds $10,182,136 across 3 Resorts & Casinos names. VAC ranks #3 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PENN	PENN Entertainment, Inc.	268,604	$5,737,381
2	HGV	Hilton Grand Vacations Inc.	50,752	$2,657,882
3	VAC	MARRIOTT VACATIONS WORLDWIDE Corp This page	17,539	$1,786,873

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,786,873	17,539	+172.6%	Shares	Sole	2026-08-11
2025-12-31	$371,177	6,434	+156.6%	Shares	Sole	2026-02-13
2023-06-30	$307,659	2,507	—	Shares	Sole	2023-08-10
No filing history on record for this holder in this stock.