Hill Path Capital LP 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Hill Path Capital LP disclosed 8 US equity positions worth $1.9bn in its Q2 2025 13F filing. The largest position was PRKS at 66.0% of the reported book, followed by HGV and PLAY. Against the Q1 2025 filing, it opened 4 new positions, added to 1 and reduced 0 among the top 8 holdings.
What did Hill Path Capital LP own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | PRKS UNITED PARKS & RESORTS INC | Consumer Cyclical | 66.0% | $1.3bn | 27,205,306 | 0% | held |
| 2 | HGV HILTON GRAND VACATIONS INC | Consumer Cyclical | 13.9% | $270.4m | 6,509,913 | 0% | held |
| 3 | PLAY DAVE & BUSTERS ENTMT INC | Communication Services | 11.0% | $214.1m | 7,119,255 | 0% | held |
| 4 | PENN PENN ENTERTAINMENT INC | Consumer Cyclical | 3.2% | $62.6m | 3,502,820 | – | new |
| 5 | CALY TOPGOLF CALLAWAY BRANDS CORP | Consumer Cyclical | 1.9% | $37.7m | 4,685,985 | – | new |
| 6 | ACEL ACCEL ENTERTAINMENT INC | Consumer Cyclical | 1.7% | $32.8m | 2,789,113 | – | new |
| 7 | CARS CARS COM INC | Communication Services | 1.2% | $23.9m | 2,013,032 | – | new |
| 8 | GDEN GOLDEN ENTMT INC | 1.0% | $19.3m | 655,625 | 478% | added |
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.