Hill Path Capital LP reported 7 positions worth $1.92B for the quarter ended Jun 30, 2026, up 41.3% on the prior quarter. It opened 1 new position, added to 0, trimmed 0 and exited 0. Its largest holding is United Parks & Resorts Inc. at 67.7% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Trade Value | Weight |
|---|---|---|---|
| VICI Vici Properties Inc. | +422.0K | $11.20M | 0.584% |
No positions were reduced this quarter.
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| VICI Vici Properties Inc. | +422.0K | $11.20M | 0.584% |
No positions were closed this quarter.
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | PRKS United Parks & Resorts Inc. | Consumer Discretionary | 27.21M | $1.30B | 67.74% | 0 | 0.0% | Unchanged | 58.29% |
| 2 | HGV Hilton Grand Vacations Inc. | Consumer Discretionary | 6.51M | $340.92M | 17.78% | 0 | 0.0% | Unchanged | 8.21% |
| 3 | PENN PENN Entertainment, Inc. | Consumer Discretionary | 5.76M | $123.03M | 6.42% | 0 | 0.0% | Unchanged | 4.3% |
| 4 | PLAY Dave & Buster's Entertainment, Inc. | Consumer Discretionary | 7.12M | $81.16M | 4.23% | 0 | 0.0% | Unchanged | 20.46% |
| 5 | ACEL Accel Entertainment, Inc. | Consumer Discretionary | 2.79M | $35.17M | 1.83% | 0 | 0.0% | Unchanged | 3.4% |
| 6 | CARS Cars.com Inc. | Technology | 2.48M | $27.14M | 1.42% | 0 | 0.0% | Unchanged | 4.44% |
| 7 | VICI Vici Properties Inc. | Real Estate | 422.0K | $11.20M | 0.584% | +422.0K | – | New | 0.04% |
Tip. Select a row to see that position’s full history at Hill Path Capital.
As of its Q2 2026 13F filing, Hill Path Capital LP’s five largest positions were United Parks & Resorts Inc. (PRKS) at 67.7%, Hilton Grand Vacations Inc. (HGV) at 17.8%, PENN Entertainment, Inc. (PENN) at 6.4%, Dave & Buster's Entertainment, Inc. (PLAY) at 4.2%, Accel Entertainment, Inc. (ACEL) at 1.8% of the reported portfolio.
Hill Path Capital LP reported a 13F portfolio worth $1.92B across 7 positions for Q2 2026. That is up 41.3% from the previous quarter.
Its largest purchases by value were Vici Properties Inc. ($11.20M). It opened 1 new positions.
From the Form 13F-HR reports Hill Path Capital LP files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.