Hill Path Capital LP
CIK: 0001676292SEC EDGAR →
Portfolio Value
$1.6B
Holdings
7
As of
Q4 2025
New Positions
0
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | UNITED PARKS & RESORTS INC | 27,205,306 | $987.6M | 63.55% |
| 2 | HILTON GRAND VACATIONS INC | 6,509,913 | $291.3M | 18.75% |
| 3 | DAVE & BUSTERS ENTMT INC | 7,119,255 | $115.4M | 7.43% |
| 4 | PENN ENTERTAINMENT INC | 5,759,820 | $85.0M | 5.47% |
| 5 | ACCEL ENTERTAINMENT INC | 2,789,113 | $31.8M | 2.05% |
| 6 | CARS COM INC | 2,481,032 | $30.3M | 1.95% |
| 7 | GOLDEN ENTMT INC | 467,841 | $12.7M | 0.82% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 6 | $1.4B | 92.6% |
| Communication Services | 1 | $115.4M | 7.4% |