Which hedge funds own GLPI? GAMING & LEISURE P, Q2 2026 13F holders
50 tracked hedge funds disclosed a position in GLPI (GAMING & LEISURE P) in their Q2 2026 13F filings, worth $991.5m in total. The largest holder by portfolio weight is 140 Summer Partners LP at 6.7% of its book. 11 opened a new position this quarter: 111 Capital, EntryPoint Capital, LLC, CenterBook Partners LP, Freestone Grove Partners LP. 7 exited: Land & Buildings Investment Management, LLC, LDR Capital Management LLC, Applied Fundamental Research, LLC.
- 50
- Holders Tracked managers whose filing for the quarter reports a long equity position in the security.
- 11
- New this quarter Holders whose previous filing (at most two quarters earlier) did not report the security.
- 7
- Exited this quarter Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
- $54.7m
- Inflow, new holders Combined value of the positions the new holders reported for the quarter.
- $35.4m
- Outflow, exits Combined value the exiting managers reported for the security in their previous filing.
- $992m
- Combined value Sum of the holders' reported positions in the security.
- 4.0%
- Share of managers holding Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.
Holders, Q2 2026
Exited since the previous filing
| Land & Buildings Investment Management, LLC | 3.3% | $19.7m |
| LDR Capital Management LLC | 3.2% | $2.4m |
| Applied Fundamental Research, LLC | 2.7% | $2.0m |
| Dockside LLC | 0.4% | $1.7m |
| Twinbeech Capital LP | 0.1% | $1.1m |
| Oak Thistle LLC | 0.09% | $954k |
| Two Sigma Investments, LP | 0.01% | $7.5m |
Ownership over time
Who discovered GLPI first? Beta
| Covalent Partners LLC high conviction | Q4 2017 | +2.5 pts |
| Gates Capital Management, Inc. high conviction | Q3 2014 | +2.5 pts |
| Goodnow Investment Group, LLC high conviction | Q2 2014 | +0.2 pts |
| Par Capital Management Inc | Q4 2013 | −1.0 pts |
| Ancient Art, L.P. | Q4 2013 | −1.3 pts |
| 683 Capital Management, LLC | Q4 2013 | −1.9 pts |
| Broad Run Investment Management high conviction | Q4 2013 | −1.9 pts |
| Fortress Investment Group LLC high conviction | Q4 2013 | −2.2 pts |
Split-adjusted quarter-end prices, excluding dividends. They describe the stock while each manager held it, not the return it earned.