HG Vora Capital Management, LLC 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
HG Vora Capital Management, LLC disclosed 10 US equity positions worth $1.4bn in its Q3 2024 13F filing. The largest position was PENN at 20.0% of the reported book, followed by FAF and R.
What did HG Vora Capital Management, LLC own in Q3 2024? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PENN PENN ENTERTAINMENT INC | Consumer Cyclical | 20.0% | $273.5m | 14,500,000 | – | |
| 2 | FAF FIRST AMERN FINL CORP | Financial Services | 18.4% | $250.8m | 3,800,000 | – | |
| 3 | R RYDER SYS INC | Industrials | 17.6% | $240.6m | 1,650,000 | – | |
| 4 | BYD BOYD GAMING CORP | Consumer Cyclical | 14.2% | $193.9m | 3,000,000 | – | |
| 5 | DRVN DRIVEN BRANDS HLDGS INC | Consumer Cyclical | 7.9% | $107.7m | 7,550,000 | – | |
| 6 | MGM MGM RESORTS INTERNATIONAL | Consumer Cyclical | 7.2% | $97.7m | 2,500,000 | – | |
| 7 | PLAYA HOTELS & RESORTS NV | 7.1% | $96.9m | 12,500,000 | – | ||
| 8 | PRKS UNITED PARKS & RESORTS INC | Consumer Cyclical | 4.8% | $65.8m | 1,300,000 | – | |
| 9 | CZR CAESARS ENTERTAINMENT INC NE | Consumer Cyclical | 1.5% | $20.9m | 500,000 | – | |
| 10 | MODVQ MODIVCARE INC | 1.3% | $17.1m | 1,200,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.