Hill Path Capital LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Hill Path Capital LP reported 7 stock positions worth $1.9 billion. Its top holding was United Parks & Resorts (PRKS) at 67.7% of the portfolio, followed by Hilton Grand Vacations (HGV, 17.8%) and Penn Entertainment (PENN, 6.4%). Compared with Q1 2026, it opened 1 new position and sold out of 1. The biggest buy was a new position in Vici Properties (VICI) and the biggest sale an exit from Golden Entertainment (GDEN).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001676292
- Portfolio Value
- $1.9B (Q2 2026)
- SEC Filing
- 0000921895-26-002167 ↗ filed Aug 14, 2026
Holdings Value
Holdings 7 stocks · $1.9B
| PRKS United Parks & Resorts Inc. | 67.74% | 27,205,306 | $1.3B | No change |
| HGV Hilton Grand Vacations Inc. | 17.78% | 6,509,913 | $340.9M | No change |
| PENN Penn Entertainment Inc. | 6.42% | 5,759,820 | $123.0M | No change |
| PLAY Dave & Buster's Entertainmen | 4.23% | 7,119,255 | $81.2M | No change |
| ACEL Accel Entertainment Inc. | 1.83% | 2,789,113 | $35.2M | No change |
| CARS Cars.com Inc. | 1.42% | 2,481,032 | $27.1M | No change |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.58% | 421,992 | $11.2M | New |
Portfolio Sells Q1 2026 → Q2 2026
| GDEN Golden Entertainment Inc. | Sold out | 0.00% | −0.91 |
Portfolio Buys Q1 2026 → Q2 2026
| VICI Vici Properties Inc. | New | 0.58% | +0.58 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 7 | $1.9B | PRKS, HGV, PENN, PLAY, ACEL |
| Q1 2026 | 7 | $1.4B | PRKS, HGV, PENN, PLAY, ACEL |
| Q4 2025 | 7 | $1.6B | PRKS, HGV, PLAY, PENN, ACEL |
| Q3 2025 | 8 | $2.0B | PRKS, HGV, PLAY, PENN, CALY |
| Q2 2025 | 8 | $1.9B | PRKS, HGV, PLAY, PENN, CALY |
| Q1 2025 | 4 | $1.6B | PRKS, HGV, PLAY, GDEN |
| Q4 2024 | 5 | $2.0B | PRKS, HGV, PLAY, GDEN, PLYA |
| Q3 2024 | 5 | $1.9B | PRKS, PLAY, HGV, GDEN, PLYA |
| Q2 2024 | 5 | $2.1B | PRKS, PLAY, HGV, GDEN, PLYA |
| Q1 2024 | 5 | $2.3B | PRKS, PLAY, HGV, GDEN, PLYA |