Hill Path Capital LP
Net seller this quarter
$1.92B
7
-$1.28M
100.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 PRKS | $1.3B | 67.74% | 57.72% | Not reported | Q4 2016 |
 HGV | $341M | 17.78% | 8.34% | Not reported | Q4 2020 |
 PENN | $123M | 6.42% | 4.30% | Not reported | Q2 2025 |
 PLAY | $81.2M | 4.23% | 20.46% | Not reported | Q1 2018 |
 ACEL | $35.2M | 1.83% | 3.43% | Not reported | Q2 2025 |
 CARS | $27.1M | 1.42% | 4.60% | Not reported | Q2 2025 |
 VICI | $11.2M | 0.58% | 0.04% | New | Q2 2026 |
| Q1 2026 | |||||
| PRKS | $889M | 64.86% | 55.95% | Not reported | Q4 2016 |
| HGV | $255M | 18.59% | 8.07% | Not reported | Q4 2020 |
| PENN | $86.6M | 6.32% | 4.31% | Not reported | Q2 2025 |
| PLAY | $77.1M | 5.63% | 20.49% | Not reported | Q1 2018 |
| ACEL | $30.4M | 2.22% | 3.42% | Not reported | Q2 2025 |
| CARS | $20.1M | 1.47% | 4.34% | Not reported | Q2 2025 |
| GDEN | $12.5M | 0.91% | Not reported | Not reported | Q4 2020 |
| Q4 2025 | |||||
| PRKS | $988M | 63.55% | 49.87% | Not reported | Q4 2016 |
| HGV | $291M | 18.75% | 7.83% | Not reported | Q4 2020 |
| PLAY | $115M | 7.43% | 20.53% | Not reported | Q1 2018 |
| PENN | $85M | 5.47% | 4.32% | Not reported | Q2 2025 |
| ACEL | $31.8M | 2.05% | 3.35% | Not reported | Q2 2025 |
| CARS | $30.3M | 1.95% | 4.23% | Not reported | Q2 2025 |
| GDEN | $12.7M | 0.82% | Not reported | -28.6% | Q4 2020 |
| Q3 2025 | |||||
| PRKS | $1.41B | 68.94% | 49.45% | Not reported | Q4 2016 |
| HGV | $272M | 13.34% | 7.51% | Not reported | Q4 2020 |
| PLAY | $129M | 6.34% | 20.54% | Not reported | Q1 2018 |
| PENN | $111M | 5.44% | 3.95% | +64.4% | Q2 2025 |
 CALY | $44.5M | 2.18% | 2.55% | Not reported | Q2 2025 |
| ACEL | $30.9M | 1.51% | 3.31% | Not reported | Q2 2025 |
| CARS | $30.3M | 1.49% | 4.11% | +23.3% | Q2 2025 |
| GDEN | $15.5M | 0.76% | Not reported | Not reported | Q4 2020 |