Hg Vora Capital Management, Llc Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Hg Vora Capital Management, Llc disclosed 4 stock positions valued at approximately $196.81M as of quarter-end June 30, 2026. The largest holdings include PENN ENTERTAINMENT INC, FIRST AMERN FINL CORP, and FOSSIL GROUP INC.

Report Period
June 30, 2026
No. of Stocks
4
Portfolio Value
$196.81M
Holdings by Sector
Hg Vora Capital Management, Llc Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
PENN ENTERTAINMENT INCPENNConsumer Cyclical58.59%5,398,590-276,410-4.87%$115,313,882
FIRST AMERN FINL CORPFAFFinancial Services23.52%675,000--$46,298,250
FOSSIL GROUP INCFOSLConsumer Cyclical4.55%2,163,349--$8,956,265
OPTIMUM COMMUNICATIONS INCATUSCommunication Services0.74%1,001,744-1,298,256-56.45%$1,452,529
Showing 4 of 4 holdings in the latest reporting period.