Essential Partners LLC
Position in VAC — MARRIOTT VACATIONS WORLDWIDE Corp
CIK 2136442
RANCHO SANTA FE, CA
Position in VAC
as of Mar 31, 2026
· filed May 21, 2026
Position Value
$22,010
+$2,511 QoQ
Shares Held
338
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VAC Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Mar 31, 2026Essential Partners LLC holds $999,416 across 10 Resorts & Casinos names. VAC ranks #6 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LVS |
Las Vegas Sands Corp
|
11,952 | $643,973 | |
| 2 | MGM |
MGM Resorts International
|
6,376 | $235,975 | |
| 3 | CZR |
Caesars Entertainment, Inc.
|
1,278 | $33,777 | |
| 4 | PENN |
PENN Entertainment, Inc.
|
1,865 | $28,030 | |
| 5 | MCRI |
Monarch Casino & Resort Inc
|
236 | $22,561 | |
| 6 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
This page
|
338 | $22,010 | |
| 7 | RRR |
Red Rock Resorts, Inc.
|
111 | $5,922 | |
| 8 | WYNN |
Wynn Resorts Ltd
|
35 | $3,554 |
All Filings in VAC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,010 | 338 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $19,499 | 338 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $1,464 | 22 | Shares | Sole | 2026-05-21 | |
| 2025-06-30 | $1,590 | 22 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||