Hill Path Capital Lp Portfolio Stock Holdings

According to the SEC 13F filed on August 14, 2026, Hill Path Capital Lp disclosed 7 stock positions valued at approximately $1.92B as of quarter-end June 30, 2026. The largest holdings include UNITED PARKS & RESORTS INC, HILTON GRAND VACATIONS INC, and PENN ENTERTAINMENT INC.

Report Period
June 30, 2026
No. of Stocks
7
Portfolio Value
$1.92B
Holdings by Sector
Hill Path Capital Lp Portfolio Holdings in Q2 2026
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
UNITED PARKS & RESORTS INCPRKSConsumer Cyclical67.74%27,205,306--$1,298,781,308
HILTON GRAND VACATIONS INCHGVConsumer Cyclical17.78%6,509,913--$340,924,144
PENN ENTERTAINMENT INCPENNConsumer Cyclical6.42%5,759,820--$123,029,755
DAVE & BUSTERS ENTMT INCPLAYCommunication Services4.23%7,119,255--$81,159,507
ACCEL ENTERTAINMENT INCACELConsumer Cyclical1.83%2,789,113--$35,170,715
CARS COM INCCARSConsumer Cyclical1.42%2,481,032--$27,142,490
VICI PPTYS INCVICIReal Estate0.58%421,992+421,992+100.00%$11,203,888
Showing 7 of 7 holdings in the latest reporting period.