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Hill Path Capital LP

SEC CIK
0001676292
Latest filing
Aug 14, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 14, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
7
0 vs. Q1 2026
Portfolio value
$1.92B
+$547.5M (+40.0%) vs. Q1 2026
Filed
Aug 14, 2026
SEC
Holdings of Hill Path Capital LP in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
PRKSUnited Parks & Resorts Inc.COM27,205,306$1.30B67.7%00.0%UnchangedHistory
HGVHilton Grand Vacations Inc.COM6,509,913$340.9M17.8%00.0%UnchangedHistory
PENNPENN Entertainment, Inc.COM5,759,820$123.0M6.4%00.0%UnchangedHistory
PLAYDave & Buster's Entertainment, Inc.COM7,119,255$81.2M4.2%00.0%UnchangedHistory
ACELAccel Entertainment, Inc.COM CL A12,789,113$35.2M1.8%00.0%UnchangedHistory
CARSCars.com Inc.COM2,481,032$27.1M1.4%00.0%UnchangedHistory
VICIVici Properties Inc.COM421,992$11.2M0.6%+421,992NewHistory

Sold out since Q1 2026 (1)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of Hill Path Capital LP sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
GDENNew Royal Holdco I Inc.COM467,841$12.5M0.9%History