2026 Q1 Portfolio Activity
In 2026 Q1, Hill Path Capital LP maintained a portfolio of 7 distinct positions.
Position History
hover any row below to update
Loading…
Total Positions
7
Quarter
2026 Q1
Top Holding
PRKS (64.9%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-7 of 7
Hill Path Capital LP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
PRKS
UNITED PARKS & ...
|
Consumer Cyclical | 64.86% | 63.55% |
#1
Prev: #1
|
7.0 |
—
|
no change | no change |
P
S
|
27,205,306 | $888,525,294 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
HGV
HILTON GRAND VA...
|
Consumer Cyclical | 18.59% | 18.75% |
#2
Prev: #2
|
6.5 |
—
|
no change | no change |
P
S
|
6,509,913 | $254,667,797 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PENN
PENN ENTERTAINM...
|
Consumer Cyclical | 6.32% | 5.47% |
#3
1
Prev: #4
|
4.5 |
—
|
no change | no change |
P
S
|
5,759,820 | $86,570,095 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
PLAY
DAVE & BUSTERS ...
|
Communication Services | 5.63% | 7.43% |
#4
1
Prev: #3
|
3.8 |
—
|
no change | no change |
P
S
|
7,119,255 | $77,101,532 | 2018 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ACEL
ACCEL ENTERTAIN...
|
Consumer Cyclical | 2.22% | 2.05% |
#5
Prev: #5
|
2.4 |
—
|
no change | no change |
P
S
|
2,789,113 | $30,429,223 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CARS
CARS COM INC
|
Communication Services | 1.47% | 1.95% |
#6
Prev: #6
|
1.6 |
—
|
no change | no change |
P
S
|
2,481,032 | $20,145,980 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GDEN
GOLDEN ENTMT IN...
|
Consumer Cyclical | 0.91% | 0.82% |
#7
Prev: #7
|
1.4 |
—
|
no change | no change |
P
S
|
467,841 | $12,486,676 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-7 of 7 holdings