Hill Path Capital LP — 13F Holdings & Portfolio

CIK 1676292 · latest 13F-HR filed 2026-05-15

Hill Path Capital LP manages $1.37B in 13F-reported U.S. long-equity assets across 7 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are PRKS (64.86%), HGV (18.59%), PENN (6.32%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 0, added to 0, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$1.37B

Long-equity book

Holdings

7

Distinct positions

Period

2026-03-31

Filed 2026-05-15

Q/Q Activity

+0 / −0 / ↑0 / ↓4

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • No increased positions.
Show all 0

Top Trims

  • UNITED PARKS & RESORTS INC-$99.0M -10.0%
  • DAVE & BUSTERS ENTMT INC-$38.3M -33.2%
  • HILTON GRAND VACATIONS INC-$36.7M -12.6%
  • CARS COM INC-$10.1M -33.4%
Show all 4

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • No exits this quarter.
Show all 0
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 UNITED PARKS & RESORTS INC PRKS 81282V100 $888.5M 64.86% 27,205,306 SH
2 HILTON GRAND VACATIONS INC HGV 43283X105 $254.7M 18.59% 6,509,913 SH
3 PENN ENTERTAINMENT INC PENN 707569109 $86.6M 6.32% 5,759,820 SH
4 DAVE & BUSTERS ENTMT INC PLAY 238337109 $77.1M 5.63% 7,119,255 SH
5 ACCEL ENTERTAINMENT INC ACEL 00436Q106 $30.4M 2.22% 2,789,113 SH
6 CARS COM INC CARS 14575E105 $20.1M 1.47% 2,481,032 SH
7 GOLDEN ENTMT INC GDEN 381013101 $12.5M 0.91% 467,841 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-15 $1.37B 7 0000921895-26-001392
2025-12-31 2026-02-17 $1.55B 7 0000921895-26-000465
2025-09-30 2025-11-14 $2.04B 8 0000921895-25-003093