Hill Path Capital LP
13F Reported Value
ⓘ$1.9B
Holdings
7
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Hill Path Capital LP disclosed 7 positions worth $1.9B in its Form 13F-HR for Q2 2026, led by $PRKS (United Parks & Resorts Inc.) at 67.7% of the equity portfolio, followed by $HGV and $PENN. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $VICI and a full exit from $GDEN. The portfolio is most concentrated in Communication Services (69.6% of disclosed assets). All figures are sourced directly from Hill Path Capital LP’s Form 13F-HR filing with the SEC under CIK 1676292.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 46.0#1,848
Quality
$1.3B27,205,306 sh - 56.1#1,199
Quality
$340.9M6,509,913 sh - 41.2#2,070
Quality
$123.0M5,759,820 sh - 37.8
Quality
$81.2M7,119,255 sh - 55.3
Quality
$35.2M2,789,113 sh - 51.4
Quality
$27.1M2,481,032 sh - 65.8
Quality
$11.2M421,992 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 United Parks & Resorts Inc.$PRKS | 46.0#1,848 | $1.3B | 27,205,306 |
 Hilton Grand Vacations Inc.$HGV | 56.1#1,199 | $340.9M | 6,509,913 |
 PENN Entertainment, Inc.$PENN | 41.2#2,070 | $123.0M | 5,759,820 |
 Dave & Buster's Entertainment, Inc.$PLAY | 37.8 | $81.2M | 7,119,255 |
 Accel Entertainment, Inc.$ACEL | 55.3 | $35.2M | 2,789,113 |
 Cars.com Inc.$CARS | 51.4 | $27.1M | 2,481,032 |
 VICI PROPERTIES INC.$VICI | 65.8 | $11.2M | 421,992 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Hill Path Capital LP's 7 positions.
Showing top 7 of 7 holdings.
Sector Allocation
Communication Services
$1.3B
Consumer Discretionary
$545.1M
Technology
$27.1M
Real Estate
$11.2M
Full Holdings — Hill Path Capital LP (Q2 2026)
All 7 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PRKS | United Parks & Resorts Inc. | $1.3B | 67.7% | +0% | 46 |
| 2 | $HGV | Hilton Grand Vacations Inc. | $340.9M | 17.8% | +0% | 56.1 |
| 3 | $PENN | PENN Entertainment, Inc. | $123.0M | 6.4% | +0% | 41.2 |
| 4 | $PLAY | Dave & Buster's Entertainment, Inc. | $81.2M | 4.2% | +0% | 37.8 |
| 5 | $ACEL | Accel Entertainment, Inc. | $35.2M | 1.8% | +0% | 55.3 |
| 6 | $CARS | Cars.com Inc. | $27.1M | 1.4% | +0% | 51.4 |
| 7 | $VICI | VICI PROPERTIES INC. | $11.2M | 0.6% | NEW | 65.8 |
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