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Playa Hotels & Resorts N.V.

PLYADelisted
Industry
Hotels & Motels
SEC CIK
0001692412

Playa Hotels & Resorts N.V. was delisted in 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, Q1 2023

Institutional positions in Playa Hotels & Resorts N.V. as of Mar 31, 2023. 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
133
−3 vs. Q4 2022
Shares held
138.7M
+11.3M (+8.9%) vs. Q4 2022
Total value
$1.33B
+$499.3M (+60.0%) vs. Q4 2022
New holders
18
44 more added
Sold out
21
53 more reduced

1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2022: 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 holdersQ1 2023: 133 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 heldQ1 2023: $1.33B
Q1 2021: $937.5MQ2 2021: $911.6MQ3 2021: $1.02BQ4 2021: $1.01BQ1 2022: $1.12BQ2 2022: $889.9MQ3 2022: $779.8MQ4 2022: $834.3MQ1 2023: $1.33BQ2 2023: $973.5MQ3 2023: $771.6MQ4 2023: $990.9MQ1 2024: $1.20BQ2 2024: $825.9MQ3 2024: $741.0MQ4 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$741.0M
Q2 2024149$825.9M
Q1 2024137$1.20B
Q4 2023115$990.9M
Q3 2023132$771.6M
Q2 2023144$973.5M
Q1 2023133$1.33B
Q4 2022137$834.3M
Q3 2022143$779.8M
Q2 2022144$889.9M
Q1 2022134$1.12B
Q4 2021120$1.01B
Q3 2021110$1.02B
Q2 2021116$911.6M
Q1 2021119$937.5M

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Playa Hotels & Resorts N.V.; share changes are against Q4 2022.

Institutions holding PLYA in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Davidson Kempner Capital Management LP15,142,519$145.2M3.03%00.0%Unchanged
Davidson Kempner Partners15,142,519$145.2M3.61%+15,142,519New
Morgan Stanley12,988,988$124.7M0.01%+907,806+7.5%Added
HG Vora Capital Management, LLC10,000,000$96.0M3.90%00.0%Unchanged
Rubric Capital Management LP9,507,284$91.3M3.64%−2,369,444−20.0%Reduced
Invesco Ltd.6,553,803$62.9M0.02%−202,413−3.0%Reduced
Goldman Sachs Group Inc6,411,414$61.5M0.02%−878,821−12.1%Reduced
Dimensional Fund Advisors LP6,122,187$58.8M0.02%+1,785,509+41.2%Added
Hood River Capital Management LLC4,310,927$41.4M1.34%+145,111+3.5%Added
Driehaus Capital Management LLC4,222,728$40.5M0.57%+48,087+1.2%Added
Voss Capital, LLC4,012,442$38.5M4.95%+4,012,442New
Wellington Management Group LLP3,870,689$37.2M0.01%+2,798,989+261.2%Added
Millennium Management LLC2,999,981$28.8M0.03%+874,647+41.2%Added
BlackRock Inc.2,965,066$28.5M0.00%−156,665−5.0%Reduced
Vanguard Group Inc2,533,484$24.3M0.00%+122,305+5.1%Added
Hill Path Capital LP2,370,000$22.8M0.97%00.0%Unchanged
Adelante Capital Management LLC2,162,455$20.8M1.81%−1,151,836−34.8%Reduced
Two Sigma Advisers, LP1,804,300$17.3M0.04%−1,600−0.1%Reduced
Marlowe Partners LP1,580,636$15.2M20.60%−970,550−38.0%Reduced
Assenagon Asset Management S.A.1,488,084$14.3M0.06%−1,250,394−45.7%Reduced
Two Sigma Investments, LP1,457,422$14.0M0.04%−317,928−17.9%Reduced
Geode Capital Management, LLC1,402,378$13.5M0.00%+15,990+1.2%Added
American Century Companies Inc1,396,351$13.2M0.01%+481,317+52.6%Added
Cooper Creek Partners Management LLC1,294,992$12.4M0.88%−263,436−16.9%Reduced
Fuller & Thaler Asset Management, Inc.1,214,452$11.7M0.07%+1,214,452New
D. E. Shaw & Co., Inc.1,026,519$9.85M0.02%+156,613+18.0%Added
CastleKnight Management LP986,198$9.47M2.41%−533,002−35.1%Reduced
Fund 1 Investments, LLC951,101$9.13M3.17%−1,638,914−63.3%Reduced
State Street Corp717,605$6.89M0.00%+33,690+4.9%Added
Charles Schwab Investment Management Inc677,399$6.50M0.00%−4,997−0.7%Reduced
Q Global Advisors, LLC600,000$5.76M4.03%00.0%Unchanged
Voloridge Investment Management, LLC537,173$5.16M0.03%+393,866+274.8%Added
Globeflex Capital L P464,789$4.46M0.54%+12,800+2.8%Added
MYDA Advisors LLC430,000$4.13M1.74%+250,000+138.9%Added
Consolidated Investment Group LLC429,490$4.12M0.81%00.0%Unchanged
Oberweis Asset Management Inc383,200$3.68M0.57%+99,100+34.9%Added
King Luther Capital Management Corp376,906$3.62M0.02%+52,307+16.1%Added
Shellback Capital, LP362,198$3.48M0.39%+362,198New
State of New Jersey Common Pension Fund D359,709$3.45M0.01%−27,220−7.0%Reduced
Clearline Capital LP329,345$3.16M0.48%−23,400−6.6%Reduced
Citadel Advisors LLC319,987$3.07M0.00%−1,584,672−83.2%Reduced
Northern Trust Corp319,586$3.07M0.00%+20,478+6.8%Added
AXA S.A.302,300$2.90M0.01%−2,100−0.7%Reduced
Raymond James Financial Services Advisors, Inc.297,782$2.86M0.01%+52,220+21.3%Added
AQR Capital Management LLC285,093$2.74M0.01%−184,262−39.3%Reduced
Swiss National Bank280,300$2.69M0.00%−40,400−12.6%Reduced
SG Capital Management LLC278,463$2.67M0.97%−543,920−66.1%Reduced
Renaissance Group LLC262,935$2.52M0.12%+9,208+3.6%Added
Kornitzer Capital Management Inc247,200$2.37M0.05%00.0%Unchanged
Ergoteles LLC186,637$1.79M0.07%+76,137+68.9%Added
Algert Global LLC182,502$1.75M0.08%−357,094−66.2%Reduced
BNP Paribas Arbitrage, SA179,650$1.72M0.00%+150,730+521.2%Added
Teacher Retirement System of Texas166,476$1.60M0.01%−28,248−14.5%Reduced
Envestnet Asset Management Inc159,937$1.54M0.00%+135,368+551.0%Added
Caption Management, LLC150,852$1.45M0.31%+140,666+1,381.0%Added
Aj Wealth Strategies, LLC123,243$1.18M0.06%−1,111−0.9%Reduced
Garnet Equity Capital Holdings, Inc.120,442$1.16M1.83%+15,000+14.2%Added
Cornercap Investment Counsel Inc118,395$1.14M0.20%−41,843−26.1%Reduced
Credit Suisse AG118,031$1.13M0.00%+390.0%Added
Trexquant Investment LP116,077$1.11M0.03%+82,351+244.2%Added
California State Teachers Retirement System114,124$1.10M0.00%−1,262−1.1%Reduced
Bank of America Corp113,073$1.09M0.00%−39,652−26.0%Reduced
Cubist Systematic Strategies, LLC109,454$1.05M0.01%−16,894−13.4%Reduced
Ensign Peak Advisors, Inc108,430$1.04M0.00%+13,200+13.9%Added
UBS Asset Management Americas Inc108,279$1.04M0.00%−43,172−28.5%Reduced
Susquehanna Fundamental Investments, LLC105,397$1.01M0.02%00.0%Unchanged
Schonfeld Strategic Advisors LLC104,177$1.00M0.01%−1,986,439−95.0%Reduced
Gsa Capital Partners LLP79,142$760.0K0.08%−17,909−18.5%Reduced
Thomas J. Herzfeld Advisors, Inc.78,605$754.6K0.31%00.0%Unchanged
Qube Research & Technologies Ltd77,300$742.1K0.00%−157,245−67.0%Reduced
ExodusPoint Capital Management, LP76,586$735.0K0.01%+76,586New
Raymond James & Associates75,158$721.5K0.00%+9,337+14.2%Added
Cipher Capital LP74,241$712.7K0.13%−26,598−26.4%Reduced
Bank of New York Mellon Corp68,580$658.4K0.00%00.0%Unchanged
Shay Capital LLC68,500$657.6K0.27%−25,000−26.7%Reduced
Thrivent Financial for Lutherans61,329$588.0K0.00%00.0%Unchanged
Mercer Global Advisors Inc60,426$580.0K0.00%+35,426+141.7%Added
Russell Investments Group, Ltd.58,386$560.5K0.00%−21,828−27.2%Reduced
Balyasny Asset Management LLC55,877$536.4K0.00%−16,498−22.8%Reduced
ClariVest Asset Management LLC55,038$528.0K0.02%+159+0.3%Added
Janus Henderson Group PLC54,783$525.6K0.00%+31,139+131.7%Added
Strategies Wealth Advisors, LLC54,700$525.1K0.12%+54,700New
Legal & General Group Plc53,673$515.3K0.00%+18,819+54.0%Added
Clear Harbor Asset Management, LLC50,750$487.2K0.05%+2,500+5.2%Added
New York Life Investment Management LLC50,097$480.9K0.01%+50,097New
Voya Investment Management LLC49,425$474.5K0.00%−11,316−18.6%Reduced
Franklin Resources Inc45,700$438.7K0.00%00.0%Unchanged
Victory Capital Management Inc45,093$432.9K0.00%−5,424−10.7%Reduced
Maverick Capital LtdSuperinvestorMaverick Capital42,691$409.8K0.01%−19,322−31.2%Reduced
Intellectus Partners, LLC41,681$400.1K0.13%−10,819−20.6%Reduced
Creative Planning39,000$374.4K0.00%00.0%Unchanged
Barclays PLC38,315$367.8K0.00%−131,173−77.4%Reduced
Arizona State Retirement System37,642$361.4K0.00%+163+0.4%Added
Engineers Gate Manager LP35,090$336.9K0.01%+35,090New
Pinnacle Associates Ltd33,100$317.8K0.01%00.0%Unchanged
Stephens Inc32,232$309.4K0.01%+32,232New
State of Wyoming31,826$305.5K0.10%+3,461+12.2%Added
JPMorgan Chase & Co29,434$282.0K0.00%−86,897−74.7%Reduced
Los Angeles Capital Management LLC29,276$281.1K0.00%00.0%Unchanged
Jane Street Group, LLC29,238$280.7K0.00%+29,238New