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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, Q2 2024

Institutional positions in Playa Hotels & Resorts N.V. as of Jun 30, 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
149
+13 vs. Q1 2024
Shares held
98.3M
−534.8K (−0.5%) vs. Q1 2024
Total value
$824.5M
−$145.7M (−15.0%) vs. Q1 2024
New holders
32
51 more added
Sold out
19
41 more reduced

1 institution that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2024: 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 holdersQ2 2024: 149 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 heldQ2 2024: $825.9M
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, Q2 2024

Shares, value and share of portfolio for each institution holding Playa Hotels & Resorts N.V.; share changes are against Q1 2024.

Institutions holding PLYA in Q2 2024
InstitutionSharesValue% of portfolioChange in sharesAction
HG Vora Capital Management, LLC12,500,000$104.9M6.81%+250,000+2.0%Added
Davidson Kempner Capital Management LP12,242,519$102.6M1.70%00.0%Unchanged
Morgan Stanley11,889,357$99.8M0.01%+11,967+0.1%Added
Dimensional Fund Advisors LP7,673,429$64.4M0.02%+63,595+0.8%Added
Invesco Ltd.5,617,573$47.1M0.01%+309,895+5.8%Added
Goldman Sachs Group Inc5,363,102$45.0M0.01%−19,251−0.4%Reduced
Long Pond Capital, LP3,991,276$33.5M1.81%+518,316+14.9%Added
Voss Capital, LLC3,200,000$26.8M2.68%−148,906−4.4%Reduced
Cooper Creek Partners Management LLC2,637,765$22.1M0.81%+390,955+17.4%Added
BlackRock Inc.2,599,927$21.8M0.00%+150,734+6.2%Added
American Century Companies Inc2,425,296$20.3M0.01%+264,275+12.2%Added
Vanguard Group Inc2,366,946$19.9M0.00%+104,631+4.6%Added
LSV Asset Management1,553,100$13.0M0.03%−1,200−0.1%Reduced
Arrowstreet Capital, Limited Partnership1,406,977$11.8M0.01%+542,857+62.8%Added
Assenagon Asset Management S.A.1,331,780$11.2M0.03%−37,500−2.7%Reduced
Geode Capital Management, LLC1,263,216$10.6M0.00%−46,175−3.5%Reduced
Adelante Capital Management LLC1,202,328$10.1M0.80%−280,611−18.9%Reduced
BNP Paribas Arbitrage, SA1,181,606$9.91M0.01%+99,955+9.2%Added
Rubric Capital Management LP1,037,788$8.71M0.23%−3,118,052−75.0%Reduced
MYDA Advisors LLC790,000$6.63M2.02%+24,000+3.1%Added
Oberweis Asset Management Inc772,500$6.48M0.40%+21,000+2.8%Added
Balyasny Asset Management LLC679,253$5.70M0.01%+264,040+63.6%Added
State Street Corp637,915$5.35M0.00%−25,386−3.8%Reduced
Shellback Capital, LP608,395$5.10M0.37%00.0%Unchanged
Qube Research & Technologies Ltd591,149$4.96M0.01%+95,223+19.2%Added
Charles Schwab Investment Management Inc590,894$4.96M0.00%−21,265−3.5%Reduced
Hill Path Capital LP555,000$4.66M0.23%−753,000−57.6%Reduced
Halter Ferguson Financial Inc.457,778$3.84M2.73%+37,928+9.0%Added
Marlowe Partners LP441,315$3.70M10.40%−118,861−21.2%Reduced
Consolidated Investment Group LLC429,490$3.60M0.56%00.0%Unchanged
King Luther Capital Management Corp424,046$3.56M0.02%+23,719+5.9%Added
Two Sigma Advisers, LP404,600$3.39M0.01%−41,700−9.3%Reduced
CastleKnight Management LP399,602$3.35M0.45%00.0%Unchanged
Renaissance Group LLC372,205$3.12M0.12%+9,599+2.6%Added
Raymond James Financial Services Advisors, Inc.347,585$2.92M0.00%+52,499+17.8%Added
Globeflex Capital L P339,745$2.85M0.30%−26,258−7.2%Reduced
Clearline Capital LP329,345$2.76M0.24%00.0%Unchanged
Boothbay Fund Management, LLC311,276$2.61M0.08%+6,862+2.3%Added
Tudor Investment Corp Et Al286,063$2.40M0.03%+286,063New
Bank of America Corp286,000$2.40M0.00%+151,400+112.5%Added
Cubist Systematic Strategies, LLC264,625$2.22M0.04%+219,501+486.4%Added
Knights of Columbus Asset Advisors LLC264,296$2.22M0.14%+264,296New
D. E. Shaw & Co., Inc.263,850$2.21M0.00%−21,833−7.6%Reduced
Northern Trust Corp247,374$2.08M0.00%+5,622+2.3%Added
UBS Asset Management Americas Inc240,307$2.02M0.00%+107,199+80.5%Added
Jones Road Capital Management, L.P.233,200$1.96M1.40%+10,000+4.5%Added
Driehaus Capital Management LLC225,218$1.89M0.02%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.202,058$1.70M0.59%00.0%Unchanged
De Lisle Partners LLP199,450$1.67M0.37%+199,450New
Swiss National Bank185,400$1.56M0.00%−5,900−3.1%Reduced
Two Sigma Investments, LP181,033$1.52M0.00%+58,930+48.3%Added
Trexquant Investment LP178,582$1.50M0.02%+111,122+164.7%Added
Kornitzer Capital Management Inc173,700$1.46M0.03%00.0%Unchanged
Maverick Capital LtdSuperinvestorMaverick Capital166,536$1.40M0.03%+128,256+335.0%Added
Envestnet Asset Management Inc166,017$1.39M0.00%−2,772−1.6%Reduced
Millennium Management LLC152,442$1.28M0.00%−658,875−81.2%Reduced
State of New Jersey Common Pension Fund D145,392$1.22M0.01%−69,608−32.4%Reduced
AQR Capital Management LLC144,146$1.21M0.00%+2,006+1.4%Added
Healthcare of Ontario Pension Plan Trust Fund139,200$1.17M0.00%+139,200New
JPMorgan Chase & Co135,648$1.14M0.00%+87,909+184.1%Added
Ensign Peak Advisors, Inc129,640$1.09M0.00%00.0%Unchanged
Rock Creek Group, LP128,828$1.08M0.14%−21,172−14.1%Reduced
ExodusPoint Capital Management, LP126,558$1.06M0.01%−353,422−73.6%Reduced
Cerity Partners LLC121,970$1.02M0.00%+270.0%Added
Nuveen Asset Management, LLC119,483$1.00M0.00%+119,483New
PDT Partners, LLC111,563$936.0K0.09%+111,563New
Mercer Global Advisors Inc100,864$846.2K0.00%00.0%Unchanged
Legal & General Group Plc96,534$809.9K0.00%00.0%Unchanged
HRT Financial LP88,562$743.0K0.00%+88,562New
California State Teachers Retirement System85,083$713.8K0.00%−2,048−2.4%Reduced
Russell Investments Group, Ltd.71,235$597.7K0.00%00.0%Unchanged
State of Wisconsin Investment Board69,194$580.5K0.00%+69,194New
Dynamic Technology Lab Private Ltd64,104$538.0K0.06%+37,930+144.9%Added
Raymond James & Associates63,321$531.3K0.00%−2,500−3.8%Reduced
Algert Global LLC62,840$527.2K0.02%+62,840New
Acadian Asset Management LLC59,031$495.0K0.00%+59,031New
Teacher Retirement System of Texas57,798$485.0K0.00%+8,890+18.2%Added
SkyView Investment Advisors, LLC56,023$470.0K0.08%+4,389+8.5%Added
Janus Henderson Group PLC54,783$459.4K0.00%00.0%Unchanged
State of Wyoming52,650$441.7K0.07%+33,901+180.8%Added
XTX Topco Ltd44,902$376.7K0.03%+13,802+44.4%Added
Resources Investment Advisors, LLC.43,801$367.5K0.00%+4,578+11.7%Added
Susquehanna International Group, LLP42,465$356.3K0.00%+2,010+5.0%Added
Brevan Howard Capital Management LP36,135$303.2K0.02%+36,135New
Corton Capital Inc.35,331$296.4K0.16%+35,331New
Pinnacle Associates Ltd32,600$273.5K0.00%−500−1.5%Reduced
Aristides Capital LLC30,943$259.6K0.11%+1,739+6.0%Added
Oppenheimer & Co Inc30,881$259.1K0.00%+30,881New
Bailard, Inc.30,700$257.6K0.01%+30,700New
Gsa Capital Partners LLP30,490$256.0K0.02%+30,490New
Intellectus Partners, LLC29,681$249.0K0.07%−2,500−7.8%Reduced
Y-Intercept (Hong Kong) Ltd29,402$246.7K0.01%+12,084+69.8%Added
Dark Forest Capital Management LP28,737$241.1K0.04%−13,255−31.6%Reduced
Compagnie Lombard Odier SCmA27,579$231.4K0.00%00.0%Unchanged
Jane Street Group, LLC27,197$228.2K0.00%+27,197New
National Asset Management, Inc.26,493$222.3K0.01%+26,493New
Arizona State Retirement System26,382$221.3K0.00%−253−0.9%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)25,784$216.3K0.00%+3,371+15.0%Added
Handelsbanken Fonder AB25,300$212.0K0.00%00.0%Unchanged
EMC Capital Management24,632$207.0K0.12%00.0%Unchanged