HG Vora Capital Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
HG Vora Capital Management, LLC disclosed 5 US equity positions worth $196.8m in its Q2 2026 13F filing. The largest position was PENN at 58.6% of the reported book, followed by FAF and UGI CORP NEW. Against the Q1 2026 filing, it opened 0 new positions, added to 1 and reduced 2 among the top 5 holdings.
What did HG Vora Capital Management, LLC own in Q2 2026? Top 5 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | PENN PENN ENTERTAINMENT INC | Consumer Cyclical | 58.6% | $115.3m | 5,398,590 | -5% | reduced |
| 2 | FAF FIRST AMERN FINL CORP | Financial Services | 23.5% | $46.3m | 675,000 | 0% | held |
| 3 | UGI CORP NEW | 12.6% | $24.8m | 18,380,000 | 24% | added | |
| 4 | FOSL FOSSIL GROUP INC | Consumer Cyclical | 4.6% | $9.0m | 2,163,349 | 0% | held |
| 5 | OPTU OPTIMUM COMMUNICATIONS INC | Communication Services | 0.7% | $1.5m | 1,001,744 | -56% | reduced |
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.