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Hill Path Capital LP

SEC CIK
0001676292
Latest filing
Aug 14, 2026

Holdings in Q1 2023

Holdings as of Mar 31, 2023, filed May 15, 2023. Long positions only; changes compare share counts with Q4 2022.

Institution overview
Positions
7
−1 vs. Q4 2022
Portfolio value
$2.35B
+$217.5M (+10.2%) vs. Q4 2022
Filed
May 15, 2023
SEC
Holdings of Hill Path Capital LP in Q1 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
PRKSUnited Parks & Resorts Inc.COM27,205,306$1.67B71.0%00.0%UnchangedHistory
HGVHilton Grand Vacations Inc.COM6,509,913$289.2M12.3%00.0%UnchangedHistory
PLAYDave & Buster's Entertainment, Inc.COM7,119,255$261.9M11.2%00.0%UnchangedHistory
RUTHRuths Hospitality Group, Inc.COM2,971,050$48.8M2.1%00.0%UnchangedHistory
GDENNew Royal Holdco I Inc.COM1,069,376$46.5M2.0%00.0%UnchangedHistory
PLYAPlaya Hotels & Resorts N.V.SHS2,370,000$22.8M1.0%00.0%UnchangedHistory
OUTOUTFRONT Media Inc.COM708,332$11.5M0.5%00.0%UnchangedHistory

Sold out since Q4 2022 (1)

Positions held at the end of Q4 2022 that are gone from this filing.

Positions of Hill Path Capital LP sold out since Q4 2022
SecurityClassShares in Q4 2022Value in Q4 2022% of portfolio in Q4 2022History
AVTAAvantax, Inc.COM2,312,749$59.0M2.8%History