The Analysis of Hill Path Capital LP's Holdings & P&L

Currently, Hill Path Capital LP holds 8 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in HGV (+6.5M shares, valued at $254.7M), PENN (+5.8M shares, valued at $86.6M), PLAY (+7.1M shares, valued at $77.1M); initiated new positions in HGV (+6.5M shares, valued at $254.7M), PENN (+5.8M shares, valued at $86.6M), PLAY (+7.1M shares, valued at $77.1M).

1M P&L

+99.2M+4.04%

3M P&L

+64.4M+2.59%

HY P&L

+222.9M+9.56%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Leisure1.9B

76.9%

2Resorts & Casinos389.0M

15.9%

3Entertainment115.4M

4.7%

Top Industries by Stock Count

1Resorts & Casinos3 stocks

37.5%

2Leisure2 stocks

25.0%

3Gambling1 stocks

12.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PRKS 27.2M shares0.00%2026-05-112026-05-13

PRKS UNITED PARKS & RESORTS INC27.2M shares0.00%2026-03-312026-05-15

HGV HILTON GRAND VACATIONS INC6.5M sharesnew addition2026-03-312026-05-15

PENN PENN ENTERTAINMENT INC5.8M sharesnew addition2026-03-312026-05-15

PLAY DAVE & BUSTERS ENTMT INC7.1M sharesnew addition2026-03-312026-05-15

ACEL ACCEL ENTERTAINMENT INC2.8M sharesnew addition2026-03-312026-05-15

CARS CARS COM INC2.5M sharesnew addition2026-03-312026-05-15

GDEN GOLDEN ENTMT INC467.8K sharesnew addition2026-03-312026-05-15