Hill Path Capital LP
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Hill Path Capital LP reported 5 stock positions worth $2.1 billion. Its top holding was United Parks & Resorts (PRKS) at 71.7% of the portfolio, followed by Dave & Buster's Entertainmen (PLAY, 13.7%) and Hilton Grand Vacations (HGV, 12.8%). Compared with Q1 2024, it reduced 1. The biggest sale was Playa Hotels & Resorts (PLYA, shares −58%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001676292
- Portfolio Value
- $2.1B (Q2 2024)
- SEC Filing
- 0000921895-24-001814 ↗ filed Aug 14, 2024
Holdings Value
Holdings 5 stocks · $2.1B
| PRKS United Parks & Resorts Inc. | 71.65% | 27,205,306 | $1.5B | No change |
| PLAY Dave & Buster's Entertainmen | 13.74% | 7,119,255 | $283.4M | No change |
| HGV Hilton Grand Vacations Inc. | 12.76% | 6,509,913 | $263.2M | No change |
| GDEN Golden Entertainment Inc. | 1.61% | 1,069,376 | $33.3M | No change |
| PLYA Playa Hotels & Resorts NV | 0.23% | 555,000 | $4.7M | Reduce -57.6% |
Portfolio Sells Q1 2024 → Q2 2024
| PLYA Playa Hotels & Resorts NV | Reduce -57.6% | 0.23% | −0.32 |
Portfolio Buys Q1 2024 → Q2 2024
| None this quarter. | |||
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 |