Hill Path Capital LP
- SEC CIK
- 0001676292
- Latest filing
- Aug 14, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 17, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 7
- −1 vs. Q3 2025
- Portfolio value
- $1.55B
- −$486.0M (−23.8%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PRKSUnited Parks & Resorts Inc. | COM | 27,205,306 | $987.6M | 63.5% | 00.0% | Unchanged | History |
| HGVHilton Grand Vacations Inc. | COM | 6,509,913 | $291.3M | 18.7% | 00.0% | Unchanged | History |
| PLAYDave & Buster's Entertainment, Inc. | COM | 7,119,255 | $115.4M | 7.4% | 00.0% | Unchanged | History |
| PENNPENN Entertainment, Inc. | COM | 5,759,820 | $85.0M | 5.5% | 00.0% | Unchanged | History |
| ACELAccel Entertainment, Inc. | COM CL A1 | 2,789,113 | $31.8M | 2.0% | 00.0% | Unchanged | History |
| CARSCars.com Inc. | COM | 2,481,032 | $30.3M | 1.9% | 00.0% | Unchanged | History |
| GDENNew Royal Holdco I Inc. | COM | 467,841 | $12.7M | 0.8% | −187,784−28.6% | Reduced | History |
Sold out since Q3 2025 (1)
Positions held at the end of Q3 2025 that are gone from this filing.