Hill Path Capital LP
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Hill Path Capital LP reported 5 stock positions worth $1.9 billion. Its top holding was United Parks & Resorts (PRKS) at 72.7% of the portfolio, followed by Dave & Buster's Entertainmen (PLAY, 12.8%) and Hilton Grand Vacations (HGV, 12.5%). Its holdings were unchanged from Q2 2024.
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001676292
- Portfolio Value
- $1.9B (Q3 2024)
- SEC Filing
- 0000921895-24-002699 ↗ filed Nov 14, 2024
Holdings Value
Holdings 5 stocks · $1.9B
| PRKS United Parks & Resorts Inc. | 72.69% | 27,205,306 | $1.4B | No change |
| PLAY Dave & Buster's Entertainmen | 12.80% | 7,119,255 | $242.4M | No change |
| HGV Hilton Grand Vacations Inc. | 12.49% | 6,509,913 | $236.4M | No change |
| GDEN Golden Entertainment Inc. | 1.80% | 1,069,376 | $34.0M | No change |
| PLYA Playa Hotels & Resorts NV | 0.23% | 555,000 | $4.3M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| None this quarter. | |||
Portfolio Buys Q2 2024 → Q3 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 |