HG Vora Capital Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
HG Vora Capital Management, LLC disclosed 7 US equity positions worth $190.8m in its Q1 2026 13F filing. The largest position was PENN at 44.7% of the reported book, followed by FAF and UGI CORP NEW.
What did HG Vora Capital Management, LLC own in Q1 2026? Top 7 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | PENN PENN ENTERTAINMENT INC | Consumer Cyclical | 44.7% | $85.3m | 5,675,000 | – | |
| 2 | FAF FIRST AMERN FINL CORP | Financial Services | 21.3% | $40.7m | 675,000 | – | |
| 3 | UGI CORP NEW | 11.0% | $20.9m | 14,878,000 | – | ||
| 4 | PRKS UNITED PARKS & RESORTS INC | Consumer Cyclical | 10.3% | $19.6m | 600,000 | – | |
| 5 | DRVN DRIVEN BRANDS HLDGS INC | Consumer Cyclical | 6.3% | $12.0m | 950,000 | – | |
| 6 | FOSL FOSSIL GROUP INC | Consumer Cyclical | 4.9% | $9.3m | 2,163,349 | – | |
| 7 | OPTU OPTIMUM COMMUNICATIONS INC | Communication Services | 1.6% | $3.0m | 2,300,000 | – |
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.