Hill Path Capital LP — 13F Holdings & Portfolio

CIK 1676292 · latest 13F-HR filed 2026-08-14

Hill Path Capital LP manages $1.92B in 13F-reported U.S. long-equity assets across 7 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are PRKS (67.74%), HGV (17.78%), PENN (6.42%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 1, added to 6, and trimmed 0.

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.

Filer Information
Address
150 EAST 58TH STREET
33RD FLOOR
NEW YORK, NY 10155
Phone
(212) 632-5420
Filing Manager
Hill Path Capital LP
New York, NY
Signatory
Scott Ross
Managing Partner
Loading holdings…
AUM

$1.92B

Long-equity book

Holdings

7

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+1 / −1 / ↑6 / ↓0

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • UNITED PARKS & RESORTS INC$410.3M +46.2%
  • HILTON GRAND VACATIONS INC$86.3M +33.9%
  • PENN ENTERTAINMENT INC$36.5M +42.1%
  • CARS COM INC$7.0M +34.7%
  • ACCEL ENTERTAINMENT INC$4.7M +15.6%
Show all 6 →

Top Trims

  • No decreased positions.
Show all 0 →

New Positions

  • VICI PPTYS INC$11.2M
Show all 1 →

Exited Positions

  • GOLDEN ENTMT INC$12.5M
Show all 1 →
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 $1.30B 67.74% 27,205,306 SH
2 HILTON GRAND VACATIONS INC HGV 43283X105 $340.9M 17.78% 6,509,913 SH
3 PENN ENTERTAINMENT INC PENN 707569109 $123.0M 6.42% 5,759,820 SH
4 DAVE & BUSTERS ENTMT INC PLAY 238337109 $81.2M 4.23% 7,119,255 SH
5 ACCEL ENTERTAINMENT INC ACEL 00436Q106 $35.2M 1.83% 2,789,113 SH
6 CARS COM INC CARS 14575E105 $27.1M 1.42% 2,481,032 SH
7 VICI PPTYS INC VICI 925652109 $11.2M 0.58% 421,992 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $1.92B 7 0000921895-26-002167
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