Hill Path Capital LP
- SEC CIK
- 0001676292
- Latest filing
- Aug 14, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 14, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 8
- +4 vs. Q1 2025
- Portfolio value
- $1.94B
- +$335.2M (+20.8%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PRKSUnited Parks & Resorts Inc. | COM | 27,205,306 | $1.28B | 66.0% | 00.0% | Unchanged | History |
| HGVHilton Grand Vacations Inc. | COM | 6,509,913 | $270.4M | 13.9% | 00.0% | Unchanged | History |
| PLAYDave & Buster's Entertainment, Inc. | COM | 7,119,255 | $214.1M | 11.0% | 00.0% | Unchanged | History |
| PENNPENN Entertainment, Inc. | COM | 3,502,820 | $62.6M | 3.2% | +3,502,820 | New | History |
| CALYCallaway Golf Co | COM | 4,685,985 | $37.7M | 1.9% | +4,685,985 | New | History |
| ACELAccel Entertainment, Inc. | COM CL A1 | 2,789,113 | $32.8M | 1.7% | +2,789,113 | New | History |
| CARSCars.com Inc. | COM | 2,013,032 | $23.9M | 1.2% | +2,013,032 | New | History |
| GDENNew Royal Holdco I Inc. | COM | 655,625 | $19.3M | 1.0% | +542,150+477.8% | Added | History |