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Hill Path Capital LP 13F holdings, Q1 2025

Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →

Hill Path Capital LP disclosed 4 US equity positions worth $1.6bn in its Q1 2025 13F filing. The largest position was PRKS at 76.9% of the reported book, followed by HGV and PLAY. Against the Q4 2024 filing, it opened 0 new positions, added to 0 and reduced 1 among the top 4 holdings.

← Q4 2024 · Q2 2025 →

What did Hill Path Capital LP own in Q1 2025? Top 4 positions

#StockSectorWeightValueSharesΔ sharesvs Q4 2024
1 PRKS UNITED PARKS & RESORTS INC Consumer Cyclical 76.9%$1.2bn27,205,306 0% held
2 HGV HILTON GRAND VACATIONS INC Consumer Cyclical 15.1%$243.5m6,509,913 0% held
3 PLAY DAVE & BUSTERS ENTMT INC Communication Services 7.8%$125.1m7,119,255 0% held
4 GDEN GOLDEN ENTMT INC 0.2%$3.0m113,475 -65% 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.