Hill Path Capital LP
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Hill Path Capital LP reported 5 stock positions worth $2.0 billion. Its top holding was United Parks & Resorts (PRKS) at 76.2% of the portfolio, followed by Hilton Grand Vacations (HGV, 12.6%) and Dave & Buster's Entertainmen (PLAY, 10.4%). Compared with Q3 2024, it reduced 1. The biggest sale was Golden Entertainment (GDEN, shares −70%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001676292
- Portfolio Value
- $2.0B (Q4 2024)
- SEC Filing
- 0000921895-25-000470 ↗ filed Feb 14, 2025
Holdings Value
Holdings 5 stocks · $2.0B
| PRKS United Parks & Resorts Inc. | 76.15% | 27,205,306 | $1.5B | No change |
| HGV Hilton Grand Vacations Inc. | 12.63% | 6,509,913 | $253.6M | No change |
| PLAY Dave & Buster's Entertainmen | 10.35% | 7,119,255 | $207.8M | No change |
| GDEN Golden Entertainment Inc. | 0.51% | 325,975 | $10.3M | Reduce -69.5% |
| PLYA Playa Hotels & Resorts NV | 0.35% | 555,000 | $7.0M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| GDEN Golden Entertainment Inc. | Reduce -69.5% | 0.51% | −1.28 |
Portfolio Buys Q3 2024 → Q4 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 |