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.
- Positions
- 7
- 0 vs. Q1 2026
- Portfolio value
- $1.92B
- +$547.5M (+40.0%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| VICIVici Properties Inc. | COM | 421,992 | $11.2M | 0.6% | +421,992 | New | History |
| CARSCars.com Inc. | COM | 2,481,032 | $27.1M | 1.4% | 00.0% | Unchanged | History |
| ACELAccel Entertainment, Inc. | COM CL A1 | 2,789,113 | $35.2M | 1.8% | 00.0% | Unchanged | History |
| PLAYDave & Buster's Entertainment, Inc. | COM | 7,119,255 | $81.2M | 4.2% | 00.0% | Unchanged | History |
| PENNPENN Entertainment, Inc. | COM | 5,759,820 | $123.0M | 6.4% | 00.0% | Unchanged | History |
| HGVHilton Grand Vacations Inc. | COM | 6,509,913 | $340.9M | 17.8% | 00.0% | Unchanged | History |
| PRKSUnited Parks & Resorts Inc. | COM | 27,205,306 | $1.30B | 67.7% | 00.0% | Unchanged | History |
Sold out since Q1 2026 (1)
Positions held at the end of Q1 2026 that are gone from this filing.