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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 2024

Institutional positions in Playa Hotels & Resorts N.V. as of Mar 31, 2024. 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
137
+23 vs. Q4 2023
Shares held
99.0M
−3.20M (−3.1%) vs. Q4 2023
Total value
$971.9M
+$87.9M (+9.9%) vs. Q4 2023
New holders
32
36 more added
Sold out
9
46 more reduced

1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: 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 2024: 137 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 2024: $1.20B
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 2024

Shares, value and share of portfolio for each institution holding Playa Hotels & Resorts N.V.; share changes are against Q4 2023.

Institutions holding PLYA in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
HG Vora Capital Management, LLC12,250,000$118.8M6.82%−250,000−2.0%Reduced
Davidson Kempner Capital Management LP12,242,519$118.5M1.76%00.0%Unchanged
Morgan Stanley11,877,390$115.2M0.01%−489,167−4.0%Reduced
Dimensional Fund Advisors LP7,609,834$73.8M0.02%+127,116+1.7%Added
Goldman Sachs Group Inc5,382,353$52.2M0.01%−38,890−0.7%Reduced
Invesco Ltd.5,307,678$51.5M0.01%−259,974−4.7%Reduced
Rubric Capital Management LP4,155,840$40.3M1.19%−275,321−6.2%Reduced
Long Pond Capital, LP3,472,960$33.7M1.94%−802,438−18.8%Reduced
Voss Capital, LLC3,348,906$32.5M2.68%−247,984−6.9%Reduced
Adelante Capital Management LLC1,482,939$26.5M1.74%−215,741−12.7%Reduced
BlackRock Inc.2,449,193$23.8M0.00%+18,681+0.8%Added
Vanguard Group Inc2,262,315$21.9M0.00%−245,516−9.8%Reduced
Cooper Creek Partners Management LLC2,246,810$21.8M0.89%00.0%Unchanged
American Century Companies Inc2,161,021$21.0M0.01%+197,182+10.0%Added
LSV Asset Management1,554,300$15.1M0.03%−390,800−20.1%Reduced
Assenagon Asset Management S.A.1,369,280$13.3M0.04%−15,252−1.1%Reduced
Geode Capital Management, LLC1,309,391$12.7M0.00%+16,913+1.3%Added
Hill Path Capital LP1,308,000$12.7M0.54%−1,062,000−44.8%Reduced
BNP Paribas Arbitrage, SA1,081,651$10.5M0.01%+73,614+7.3%Added
Arrowstreet Capital, Limited Partnership864,120$8.38M0.01%+864,120New
Millennium Management LLC811,317$7.87M0.01%+811,317New
MYDA Advisors LLC766,000$7.43M2.59%−101,000−11.6%Reduced
Oberweis Asset Management Inc751,500$7.29M0.53%+50,000+7.1%Added
State Street Corp663,301$6.43M0.00%−18,660−2.7%Reduced
Charles Schwab Investment Management Inc612,159$5.94M0.00%+3,391+0.6%Added
Shellback Capital, LP608,395$5.90M0.40%00.0%Unchanged
Marlowe Partners LP560,176$5.43M14.29%−191,567−25.5%Reduced
Qube Research & Technologies Ltd495,926$4.81M0.01%+278,713+128.3%Added
ExodusPoint Capital Management, LP479,980$4.66M0.06%−80,812−14.4%Reduced
Two Sigma Advisers, LP446,300$4.33M0.01%−181,900−29.0%Reduced
Consolidated Investment Group LLC429,490$4.17M0.67%00.0%Unchanged
Halter Ferguson Financial Inc.419,850$4.07M3.17%+40,128+10.6%Added
Balyasny Asset Management LLC415,213$4.03M0.01%−543,945−56.7%Reduced
King Luther Capital Management Corp400,327$3.88M0.02%00.0%Unchanged
CastleKnight Management LP399,602$3.88M0.57%−455,498−53.3%Reduced
Globeflex Capital L P366,003$3.55M0.35%−31,400−7.9%Reduced
Renaissance Group LLC362,606$3.52M0.13%+14,420+4.1%Added
Clearline Capital LP329,345$3.19M0.32%00.0%Unchanged
Boothbay Fund Management, LLC304,414$2.95M0.08%+304,414New
Raymond James Financial Services Advisors, Inc.295,086$2.86M0.00%+43,379+17.2%Added
D. E. Shaw & Co., Inc.285,683$2.77M0.00%−309,005−52.0%Reduced
Northern Trust Corp241,752$2.34M0.00%−10,815−4.3%Reduced
Driehaus Capital Management LLC225,218$2.18M0.02%00.0%Unchanged
Jones Road Capital Management, L.P.223,200$2.17M1.92%+223,200New
State of New Jersey Common Pension Fund D215,000$2.09M0.01%+20,000+10.3%Added
Thomas J. Herzfeld Advisors, Inc.202,058$1.96M0.69%−22,500−10.0%Reduced
Swiss National Bank191,300$1.86M0.00%−12,500−6.1%Reduced
Kornitzer Capital Management Inc173,700$1.68M0.03%00.0%Unchanged
Citadel Advisors LLC172,970$1.68M0.00%+120,336+228.6%Added
Envestnet Asset Management Inc168,789$1.64M0.00%−6,017−3.4%Reduced
Credit Suisse AG168,785$1.64M0.00%−11,087−6.2%Reduced
AQR Capital Management LLC142,140$1.38M0.00%−27,509−16.2%Reduced
Bank of America Corp134,600$1.31M0.00%+107,685+400.1%Added
Rock Creek Group, LP150,000$1.30M0.16%00.0%Unchanged
UBS Asset Management Americas Inc133,108$1.29M0.00%00.0%Unchanged
Ensign Peak Advisors, Inc129,640$1.26M0.00%−6,540−4.8%Reduced
Two Sigma Investments, LP122,103$1.18M0.00%+49,974+69.3%Added
Cerity Partners LLC121,943$1.18M0.00%−1,300−1.1%Reduced
Renaissance Technologies LLC103,148$1.00M0.00%+103,148New
Mercer Global Advisors Inc100,864$978.0K0.00%+15,384+18.0%Added
Legal & General Group Plc96,534$936.4K0.00%−5,921−5.8%Reduced
Cinctive Capital Management LP89,942$872.4K0.04%+89,942New
California State Teachers Retirement System87,131$845.2K0.00%−4,923−5.3%Reduced
Russell Investments Group, Ltd.71,235$691.0K0.00%+10,820+17.9%Added
Trexquant Investment LP67,460$654.4K0.01%+67,460New
Raymond James & Associates65,821$638.5K0.00%00.0%Unchanged
Strategies Wealth Advisors, LLC54,700$530.6K0.08%00.0%Unchanged
Janus Henderson Group PLC54,783$530.6K0.00%00.0%Unchanged
SkyView Investment Advisors, LLC51,634$501.0K0.09%+51,634New
Teacher Retirement System of Texas48,908$474.0K0.00%−19,158−28.1%Reduced
JPMorgan Chase & Co47,739$463.1K0.00%+47,739New
Cubist Systematic Strategies, LLC45,124$437.7K0.00%+45,124New
Inceptionr LLC42,657$413.8K0.11%+31,869+295.4%Added
Dark Forest Capital Management LP41,992$407.3K0.07%+41,992New
Susquehanna International Group, LLP40,455$392.4K0.00%+26,360+187.0%Added
Resources Investment Advisors, LLC.39,223$380.5K0.01%+932+2.4%Added
Maverick Capital LtdSuperinvestorMaverick Capital38,280$371.3K0.01%+14,423+60.5%Added
New York Life Investment Management LLC37,260$361.4K0.00%+1,008+2.8%Added
Verition Fund Management LLC36,364$352.7K0.00%+36,364New
Pinnacle Associates Ltd33,100$321.1K0.01%00.0%Unchanged
Prelude Capital Management, LLC32,200$312.3K0.02%+20,700+180.0%Added
Intellectus Partners, LLC32,181$312.2K0.08%−7,500−18.9%Reduced
Jump Financial, LLC31,987$310.3K0.01%+31,987New
Aquatic Capital Management LLC31,300$303.6K0.01%+20,200+182.0%Added
XTX Topco Ltd31,100$301.7K0.04%+31,100New
Clear Harbor Asset Management, LLC30,675$297.5K0.03%−1,225−3.8%Reduced
Paloma Partners Management Co29,226$283.5K0.04%+29,226New
Aristides Capital LLC29,204$283.3K0.12%+29,204New
Mirabella Financial Services LLP29,226$282.5K0.02%+29,226New
Compagnie Lombard Odier SCmA27,579$267.5K0.00%+15,384+126.2%Added
Arizona State Retirement System26,635$258.4K0.00%−2,271−7.9%Reduced
Dynamic Technology Lab Private Ltd26,174$254.0K0.03%+26,174New
Handelsbanken Fonder AB25,300$245.0K0.00%00.0%Unchanged
EMC Capital Management24,632$239.0K0.14%+24,632New
Stevens Capital Management LP23,980$233.0K0.05%−1,716−6.7%Reduced
HBK Sorce Advisory LLC23,431$227.3K0.01%−117−0.5%Reduced
Worth Venture Partners, LLC23,100$224.1K1.56%+23,100New
Zurcher Kantonalbank (Zurich Cantonalbank)22,413$217.4K0.00%+4,180+22.9%Added
UBS Group AG20,442$198.3K0.00%+818+4.2%Added
Bank of New York Mellon Corp19,589$190.0K0.00%−42,770−68.6%Reduced