Filed: 5/15/2025ACC: 0001214659-25-007854
📋 What this filing means
HG VORA CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 13 equity positions with a total reported market value of $978.47M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
13
Positions
$978.47M
Total AUM (reported)
48.73M
Total Shares
Allocation by class
COM$879.88M89.9%
ORD SHS$47.16M4.8%
COM CL A$38.92M4.0%
CL A$12.50M1.3%
Portfolio Concentration
Top 3$377.48M38.6%
4–10$532.14M54.4%
11–25$68.85M7.0%
Top 3 weight
38.6%
Top 10 weight
93.0%
Voting Authority Distribution
Total shares with voting rights: 48.73M
Sole
Full voting authority
48.73M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole13
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings13
Rows:
FIRST AMERN FINL CORP
SOLEShares2.17M
TypeSH
Market value$142.75M
14.59%
Sole
2.17M
Shared
0.00
None
0.00
PENN ENTERTAINMENT INC
SOLEShares7.25M
TypeSH
Market value$118.25M
12.08%
Sole
7.25M
Shared
0.00
None
0.00
RYDER SYS INC
SOLEShares810K
TypeSH
Market value$116.49M
11.90%
Sole
810K
Shared
0.00
None
0.00
DRIVEN BRANDS HLDGS INC
SOLEShares6.25M
TypeSH
Market value$107.13M
10.95%
Sole
6.25M
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
SOLEShares3.90M
TypeSH
Market value$97.50M
9.96%
Sole
3.90M
Shared
0.00
None
0.00
MGM RESORTS INTERNATIONAL
SOLEShares3M
TypeSH
Market value$88.92M
9.09%
Sole
3M
Shared
0.00
None
0.00
BOYD GAMING CORP
SOLEShares1.35M
TypeSH
Market value$88.87M
9.08%
Sole
1.35M
Shared
0.00
None
0.00
UNITED PARKS & RESORTS INC
SOLEShares1.40M
TypeSH
Market value$63.64M
6.50%
Sole
1.40M
Shared
0.00
None
0.00
CLARIVATE PLC
SOLEShares12M
TypeSH
Market value$47.16M
4.82%
Sole
12M
Shared
0.00
None
0.00
WILLSCOT HLDGS CORP
SOLEShares1.40M
TypeSH
Market value$38.92M
3.98%
Sole
1.40M
Shared
0.00
None
0.00
UGI CORP NEW
SOLEShares1M
TypeSH
Market value$33.07M
3.38%
Sole
1M
Shared
0.00
None
0.00
ENVIRI CORP
SOLEShares3.50M
TypeSH
Market value$23.27M
2.38%
Sole
3.50M
Shared
0.00
None
0.00
ALTICE USA INC
SOLEShares4.70M
TypeSH
Market value$12.50M
1.28%
Sole
4.70M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
FIRST AMERN FINL CORPSOLE | COM | 2.17M | SH | $142.75M 14.59% | 2.17M | 0.00 | 0.00 |
PENN ENTERTAINMENT INCSOLE | COM | 7.25M | SH | $118.25M 12.08% | 7.25M | 0.00 | 0.00 |
RYDER SYS INCSOLE | COM | 810K | SH | $116.49M 11.90% | 810K | 0.00 | 0.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 6.25M | SH | $107.13M 10.95% | 6.25M | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NESOLE | COM | 3.90M | SH | $97.50M 9.96% | 3.90M | 0.00 | 0.00 |
MGM RESORTS INTERNATIONALSOLE | COM | 3M | SH | $88.92M 9.09% | 3M | 0.00 | 0.00 |
BOYD GAMING CORPSOLE | COM | 1.35M | SH | $88.87M 9.08% | 1.35M | 0.00 | 0.00 |
UNITED PARKS & RESORTS INCSOLE | COM | 1.40M | SH | $63.64M 6.50% | 1.40M | 0.00 | 0.00 |
CLARIVATE PLCSOLE | ORD SHS | 12M | SH | $47.16M 4.82% | 12M | 0.00 | 0.00 |
WILLSCOT HLDGS CORPSOLE | COM CL A | 1.40M | SH | $38.92M 3.98% | 1.40M | 0.00 | 0.00 |
UGI CORP NEWSOLE | COM | 1M | SH | $33.07M 3.38% | 1M | 0.00 | 0.00 |
ENVIRI CORPSOLE | COM | 3.50M | SH | $23.27M 2.38% | 3.50M | 0.00 | 0.00 |
ALTICE USA INCSOLE | CL A | 4.70M | SH | $12.50M 1.28% | 4.70M | 0.00 | 0.00 |