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Playa Hotels & Resorts N.V.

PLYADelisted Jun 16, 2025
Industry
Hotels & Motels
SEC CIK
0001692412

Playa Hotels & Resorts N.V. was delisted on Jun 16, 2025; its insiders filed their last Form 4 on Jun 20, 2025; 157 institutions reported holding it in 13F filings for Q1 2025, worth $1.28B in total; Soros Fund Management was the only superinvestor holding it.

13F holders, Q4 2021

Institutional positions in Playa Hotels & Resorts N.V. as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
120
+10 vs. Q3 2021
Shares held
126.6M
+3.04M (+2.5%) vs. Q3 2021
Total value
$1.01B
−$13.8M (−1.4%) vs. Q3 2021
New holders
25
42 more added
Sold out
15
32 more reduced

Compare with Q3 2021: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting PLYA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2021: 120 institutions
Q1 2021: 119 institutionsQ2 2021: 116 institutionsQ3 2021: 110 institutionsQ4 2021: 120 institutionsQ1 2022: 134 institutionsQ2 2022: 144 institutionsQ3 2022: 143 institutionsQ4 2022: 137 institutionsQ1 2023: 133 institutionsQ2 2023: 144 institutionsQ3 2023: 132 institutionsQ4 2023: 115 institutionsQ1 2024: 137 institutionsQ2 2024: 149 institutionsQ3 2024: 132 institutionsQ4 2024: 128 institutionsQ1 2025: 157 institutionsQ2 2025: 1 institutionQ3 2025: 0 institutionsQ4 2025: 0 institutionsQ1 2026: 0 institutionsQ2 2026: 0 institutions
Value heldQ4 2021: $1.01B
Q1 2021: $937.5MQ2 2021: $911.3MQ3 2021: $1.02BQ4 2021: $1.01BQ1 2022: $1.12BQ2 2022: $889.8MQ3 2022: $777.9MQ4 2022: $834.3MQ1 2023: $1.33BQ2 2023: $973.5MQ3 2023: $771.6MQ4 2023: $883.9MQ1 2024: $971.9MQ2 2024: $824.5MQ3 2024: $740.7MQ4 2024: $1.20BQ1 2025: $1.28BQ2 2025: $512Q3 2025: $0Q4 2025: $0Q1 2026: $0Q2 2026: $0
Institutions holding PLYA and their total value by quarter
QuarterHoldersValue
Q2 20260$0
Q1 20260$0
Q4 20250$0
Q3 20250$0
Q2 20251$512
Q1 2025157$1.28B
Q4 2024128$1.20B
Q3 2024132$740.7M
Q2 2024149$824.5M
Q1 2024137$971.9M
Q4 2023115$883.9M
Q3 2023132$771.6M
Q2 2023144$973.5M
Q1 2023133$1.33B
Q4 2022137$834.3M
Q3 2022143$777.9M
Q2 2022144$889.8M
Q1 2022134$1.12B
Q4 2021120$1.01B
Q3 2021110$1.02B
Q2 2021116$911.3M
Q1 2021119$937.5M

Institutions, Q4 2021

Shares, value and share of portfolio for each institution holding Playa Hotels & Resorts N.V.; share changes are against Q3 2021.

Institutions holding PLYA in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Millennium Management LLC1,825,881$14.6M0.02%+554,465+43.6%Added
Goldman Sachs Group Inc1,969,371$15.7M0.00%−134,082−6.4%Reduced
Dimensional Fund Advisors LP2,110,207$16.8M0.01%+235,201+12.5%Added
Hill Path Capital LP2,133,000$17.0M0.75%00.0%Unchanged
Vanguard Group Inc2,282,924$18.2M0.00%+183,480+8.7%Added
BlackRock Inc.2,359,715$18.8M0.00%+355,709+17.7%Added
Driehaus Capital Management LLC2,461,149$19.6M0.20%+999,420+68.4%Added
Dendur Capital LP2,577,633$20.6M3.02%00.0%Unchanged
ING Groep NV2,750,000$21.9M0.20%00.0%Unchanged
Marlowe Partners LP3,171,423$25.3M14.35%+497,048+18.6%Added
Hood River Capital Management LLC3,512,776$28.0M0.84%+121,985+3.6%Added
Adelante Capital Management LLC3,916,163$31.3M1.39%+973,999+33.1%Added
Deutsche Bank AG4,236,215$33.8M0.02%+1,594,891+60.4%Added
Westfield Capital Management Co LP4,544,594$36.3M0.22%+546,643+13.7%Added
Invesco Ltd.8,637,673$68.9M0.02%−169,685−1.9%Reduced
Morgan Stanley9,642,628$76.9M0.01%+1,897,810+24.5%Added
Wellington Management Group LLP9,964,247$79.5M0.01%+353,268+3.7%Added
HG Vora Capital Management, LLC10,000,000$79.8M2.86%−250,000−2.4%Reduced
Rubric Capital Management LP11,526,728$92.0M4.35%+1,107,085+10.6%Added
Davidson Kempner Capital Management LP15,142,519$121.0M1.81%00.0%Unchanged
Farallon Capital Management, L.L.C.0$00.00%−8,352,553−100.0%Sold out
ArrowMark Colorado Holdings LLC0$00.00%−1,047,980−100.0%Sold out
Wildcat Capital Management, LLC0$00.00%−759,488−100.0%Sold out
Beaconlight Capital, LLC0$00.00%−505,046−100.0%Sold out
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−499,700−100.0%Sold out
Hill Winds Capital LP0$00.00%−250,000−100.0%Sold out
Winton Group Ltd0$00.00%−124,092−100.0%Sold out
Virginia Retirement Systems Et Al0$00.00%−92,400−100.0%Sold out
Keeley-Teton Advisors, LLC0$00.00%−88,816−100.0%Sold out
Walleye Capital LLC0$00.00%−28,110−100.0%Sold out
Jump Financial, LLC0$00.00%−25,506−100.0%Sold out
Golden State Equity Partners0$00.00%−17,850−100.0%Sold out
Pictet Asset Management SA0$00.00%−12,469−100.0%Sold out
Barclays PLC0$00.00%−7,943−100.0%Sold out
Glen Eagle Advisors, LLC0$00.00%−250−100.0%Sold out