Hill Path Capital LP — 13F Holdings

2026 Q2  ·  8 Positions

2026 Q2 Portfolio Activity

In 2026 Q2, Hill Path Capital LP maintained a portfolio of 8 distinct positions. The most significant new addition was VICI PPTYS INC, now representing 0.58% of the total fund value. Conversely, Hill Path Capital LP completely exited their position in GOLDEN ENTMT INC.
Position History hover any row below to update
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Hill Path Capital LP New York, NY Private Equity / Hedge Fund AUM $1,917M
Fund Overview SEC EDGAR
PCA Score Concentration Risk
Risk ENB
To Excel To CSV
Total Positions
8
Quarter
2026 Q2
Top Holding
PRKS (67.7%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-8 of 8
Stock History Sector / Type Port % Prev % Rank / Prev Conviction
Freshness
Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
PRKS
UNITED PARKS & ...
Consumer Cyclical 67.74% 64.86% #1
Prev: #1
7.0
—
no change no change
P
S
27,205,306 $1,298,781,308
$23.65 +79.7%
$47.74 -11.0%
2016 Q4 13F Filing 2026-06-30 2026-08-14
HGV
HILTON GRAND VA...
Consumer Cyclical 17.78% 18.59% #2
Prev: #2
6.5
—
no change no change
P
S
6,509,913 $340,924,144 2020 Q4 13F Filing 2026-06-30 2026-08-14
PENN
PENN ENTERTAINM...
Consumer Cyclical 6.42% 6.32% #3
Prev: #3
4.6
—
no change no change
P
S
5,759,820 $123,029,755 2025 Q2 13F Filing 2026-06-30 2026-08-14
PLAY
DAVE & BUSTERS ...
Communication Services 4.23% 5.63% #4
Prev: #4
3.2
—
no change no change
P
S
7,119,255 $81,159,507 2018 Q1 13F Filing 2026-06-30 2026-08-14
ACEL
ACCEL ENTERTAIN...
Consumer Cyclical 1.83% 2.22% #5
Prev: #5
2.2
—
no change no change
P
S
2,789,113 $35,170,715 2025 Q2 13F Filing 2026-06-30 2026-08-14
CARS
CARS COM INC
Communication Services 1.42% 1.47% #6
Prev: #6
1.6
—
no change no change
P
S
2,481,032 $27,142,490 2025 Q2 13F Filing 2026-06-30 2026-08-14
VICI
VICI PPTYS INC
Real Estate 0.58% — #7
Prev: #—
3.7
—
421,992 —
NEW
 421,992 $11,203,888 2026 Q2 13F Filing 2026-06-30 2026-08-14
GDEN
GOLDEN ENTMT IN...
Consumer Cyclical 0.00% 0.91%
Sold All 😨
(Was: #7)
 0.0
—
-467,841 -100.0%
CLOSED
 — $— 2020 Q4 13F Filing 2026-06-30 2026-08-14
Showing 1-8 of 8 holdings

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