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Par Capital Management INC: 13F holdings, Q2 2026

Hedge fund · SEC EDGAR filings (CIK 1051359) · Explore on the interactive board

Par Capital Management INC disclosed 45 US equity positions worth $4.0bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is UAL at 18.1% of the reported book, followed by SYF, EXPE. The top ten holdings are 84.2% of the book, and the portfolio behaves like about 10 equal-weight positions. Versus the prior filing it opened 8 new positions, added to 8, reduced 15 and exited 8. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.

This manager's most recent filing is 3934 quarter(s) behind the newest quarter on file. Treat these figures as history, not current positioning.
$4.0bnreported US equity book
45positions
18.1%largest position
84.2%top 10 weight
10.46effective positions (1/HHI)
2quarters on file since Q1 2026

What does Par Capital Management INC own? Top holdings as of June 30, 2026

Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 8 new, 8 added, 15 reduced, 8 exited.

#StockSectorWeightValueSharesΔ sharesAction
1 UAL UNITED AIRLS HLDGS INC Industrials 18.1%$728.9m5,359,741 7% added
2 SYF SYNCHRONY FINANCIAL Financial Services 14.4%$578.9m7,612,137 0% held
3 EXPE EXPEDIA GROUP INC Consumer Cyclical 12.0%$485.1m1,895,847 -3% reduced
4 DAL DELTA AIR LINES INC Industrials 8.1%$326.2m3,482,745 -1% reduced
5 WEX WEX INC Technology 7.9%$318.2m2,254,984 0% held
6 UBER UBER TECHNOLOGIES INC Technology 7.6%$304.3m4,217,700 13% added
7 LUV SOUTHWEST AIRLS CO Industrials 6.3%$252.3m4,905,756 -6% reduced
8 BKNG BOOKING HOLDINGS INC Consumer Cyclical 4.4%$176.8m992,100 2230% added
9 CVNA CARVANA CO Consumer Cyclical 2.8%$114.5m1,739,360 400% added
10 ABNB AIRBNB INC Consumer Cyclical 2.7%$107.3m750,000 0% held
11 ALGT ALLEGIANT TRAVEL CO Industrials 2.5%$99.3m844,632 -0% held
12 ALK ALASKA AIR GROUP INC Industrials 2.0%$82.5m1,579,636 -0% held
13 H HYATT HOTELS CORP Consumer Cyclical 1.6%$65.6m338,500 0% held
14 TRIP TRIPADVISOR INC Consumer Cyclical 1.4%$55.8m4,072,054 0% held
15 V VISA INC Financial Services 1.1%$43.8m127,600 60% added
16 META META PLATFORMS INC Communication Services 0.8%$31.0m54,983 new
17 Z ZILLOW GROUP INC Communication Services 0.6%$25.9m823,000 new
18 TRIVAGO N V 0.6%$23.5m4,292,733 2% added
19 LYFT LYFT INC Technology 0.6%$23.4m1,605,000 -49% reduced
20 JBLU JETBLUE AIRWAYS CORP Industrials 0.6%$22.9m4,000,000 -10% reduced
21 SCHW SCHWAB CHARLES CORP Financial Services 0.6%$22.6m245,000 -3% reduced
22 RYAAY RYANAIR HOLDINGS PLC Industrials 0.5%$22.0m340,000 -1% reduced
23 GRUPO AEROMEXICO SAB DE CV 0.5%$21.4m1,189,824 new
24 AAL AMERICAN AIRLINES GROUP INC Industrials 0.4%$18.1m1,000,000 -20% reduced
25 MA MASTERCARD INCORPORATED Financial Services 0.4%$15.4m30,000 new
26 MAR MARRIOTT INTL INC NEW Consumer Cyclical 0.4%$14.8m40,000 -56% reduced
27 RJET REPUBLIC AWYS HLDGS INC 0.3%$10.6m506,844 0% held
28 GOOG ALPHABET INC Communication Services 0.2%$8.9m25,200 -29% reduced
29 BILL BILL HOLDINGS INC Technology 0.2%$7.2m200,000 -50% reduced
30 SKYW SKYWEST INC Industrials 0.1%$5.5m54,881 -85% reduced
31 COPA HOLDINGS SA 0.1%$3.1m20,115 -87% reduced
32 CARS CARS COM INC Communication Services 0.1%$2.7m246,299 0% held
33 HTZ HERTZ GLOBAL HLDGS INC Industrials 0.1%$2.1m911,001 -35% reduced
34 FLEX FLEX LTD Technology 0.0%$1.6m9,910 new
35 ZM ZOOM COMMUNICATIONS INC Technology 0.0%$1.5m17,000 183% added
36 CFG CITIZENS FINL GROUP INC Financial Services 0.0%$1.4m20,000 25% added
37 C CITIGROUP INC Financial Services 0.0%$1.4m10,000 0% held
38 CART MAPLEBEAR INC Consumer Cyclical 0.0%$962.9k20,336 0% held
39 EBAY EBAY INC. Consumer Cyclical 0.0%$894.0k8,000 new
40 TCOM TRIP COM GROUP LTD Consumer Cyclical 0.0%$538.8k13,523 0% held
41 TFC TRUIST FINL CORP Financial Services 0.0%$498.2k10,000 -33% reduced
42 CARG CARGURUS INC Communication Services 0.0%$353.7k10,376 0% held
43 AFRM AFFIRM HLDGS INC Financial Services 0.0%$326.2k4,000 new
44 PNC PNC FINL SVCS GROUP INC Financial Services 0.0%$246.2k1,000 new
45 NXT NEXTPOWER INC Technology 0.0%$205.6k1,726 0% held

What did Par Capital Management INC sell? Positions exited since the previous filing

StockPrior weightPrior value
CAR AVIS BUDGET GROUP INC35.1%$29.2m
SNCY SUN CTRY AIRLS HLDGS INC29.2%$24.2m
GBTG GLOBAL BUSINESS TRAVEL GROUP11.3%$9.4m
LTM LATAM AIRLINES GROUP SA9.8%$8.2m
ULCC FRONTIER GROUP HLDGS INC9.1%$7.5m
WED WEBSTER FINL CORP4.2%$3.5m
PINS PINTEREST INC0.7%$583.7k
SNAP SNAP INC0.6%$509.2k

Sector mix

SectorWeight
Industrials38.7%
Consumer Cyclical25.4%
Financial Services16.5%
Technology16.3%
Communication Services1.7%

Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.

Filing history

QuarterPositionsEquity value
Q2 202645$4.0bn
Q1 202645$3.4bn

How concentrated is Par Capital Management INC's portfolio?

Across every quarter Par Capital Management INC has filed, its median largest position is 16.6% of the book and its median top-ten weight is 83.6%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 8.0 completed holding spells, the median lasted 1.0 quarters; 45.0 positions are still open and their final length is unknown.