Filed: 8/14/2025ACC: 0001214659-25-012284
📋 What this filing means
HG VORA CAPITAL MANAGEMENT, LLC filed this quarterly 13F‑HR report disclosing 16 equity positions with a total reported market value of $907.88M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
16
Positions
$907.88M
Total AUM (reported)
44.83M
Total Shares
Allocation by class
COM$819.19M90.2%
ORD SHS$54.40M6.0%
COM CL A$27.40M3.0%
CL A$6.90M0.8%
Portfolio Concentration
Top 3$330.61M36.4%
4–10$448.45M49.4%
11–25$128.82M14.2%
Top 3 weight
36.4%
Top 10 weight
85.8%
Voting Authority Distribution
Total shares with voting rights: 44.83M
Sole
Full voting authority
44.83M
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)
Sole16
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings16
Rows:
PENN ENTERTAINMENT INC
SOLEShares7.25M
TypeSH
Market value$129.56M
14.27%
Sole
7.25M
Shared
0.00
None
0.00
RYDER SYS INC
SOLEShares635K
TypeSH
Market value$100.97M
11.12%
Sole
635K
Shared
0.00
None
0.00
DRIVEN BRANDS HLDGS INC
SOLEShares5.70M
TypeSH
Market value$100.09M
11.02%
Sole
5.70M
Shared
0.00
None
0.00
CAESARS ENTERTAINMENT INC NE
SOLEShares3.50M
TypeSH
Market value$99.36M
10.94%
Sole
3.50M
Shared
0.00
None
0.00
FIRST AMERN FINL CORP
SOLEShares1.40M
TypeSH
Market value$85.95M
9.47%
Sole
1.40M
Shared
0.00
None
0.00
UNITED PARKS & RESORTS INC
SOLEShares1.60M
TypeSH
Market value$75.44M
8.31%
Sole
1.60M
Shared
0.00
None
0.00
CLARIVATE PLC
SOLEShares12.65M
TypeSH
Market value$54.40M
5.99%
Sole
12.65M
Shared
0.00
None
0.00
MGM RESORTS INTERNATIONAL
SOLEShares1.50M
TypeSH
Market value$51.59M
5.68%
Sole
1.50M
Shared
0.00
None
0.00
SIX FLAGS ENTERTAINMENT CORP
SOLEShares1.40M
TypeSH
Market value$42.60M
4.69%
Sole
1.40M
Shared
0.00
None
0.00
BOYD GAMING CORP
SOLEShares500K
TypeSH
Market value$39.12M
4.31%
Sole
500K
Shared
0.00
None
0.00
ENVIRI CORP
SOLEShares3.50M
TypeSH
Market value$30.38M
3.35%
Sole
3.50M
Shared
0.00
None
0.00
WILLSCOT HLDGS CORP
SOLEShares1M
TypeSH
Market value$27.40M
3.02%
Sole
1M
Shared
0.00
None
0.00
GRANITE CONSTR INC
SOLEShares250K
TypeSH
Market value$23.38M
2.57%
Sole
250K
Shared
0.00
None
0.00
UGI CORP NEW
SOLEShares600K
TypeSH
Market value$21.85M
2.41%
Sole
600K
Shared
0.00
None
0.00
IQVIA HLDGS INC
SOLEShares120K
TypeSH
Market value$18.91M
2.08%
Sole
120K
Shared
0.00
None
0.00
ALTICE USA INC
SOLEShares3.23M
TypeSH
Market value$6.90M
0.76%
Sole
3.23M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PENN ENTERTAINMENT INCSOLE | COM | 7.25M | SH | $129.56M 14.27% | 7.25M | 0.00 | 0.00 |
RYDER SYS INCSOLE | COM | 635K | SH | $100.97M 11.12% | 635K | 0.00 | 0.00 |
DRIVEN BRANDS HLDGS INCSOLE | COM | 5.70M | SH | $100.09M 11.02% | 5.70M | 0.00 | 0.00 |
CAESARS ENTERTAINMENT INC NESOLE | COM | 3.50M | SH | $99.36M 10.94% | 3.50M | 0.00 | 0.00 |
FIRST AMERN FINL CORPSOLE | COM | 1.40M | SH | $85.95M 9.47% | 1.40M | 0.00 | 0.00 |
UNITED PARKS & RESORTS INCSOLE | COM | 1.60M | SH | $75.44M 8.31% | 1.60M | 0.00 | 0.00 |
CLARIVATE PLCSOLE | ORD SHS | 12.65M | SH | $54.40M 5.99% | 12.65M | 0.00 | 0.00 |
MGM RESORTS INTERNATIONALSOLE | COM | 1.50M | SH | $51.59M 5.68% | 1.50M | 0.00 | 0.00 |
SIX FLAGS ENTERTAINMENT CORPSOLE | COM | 1.40M | SH | $42.60M 4.69% | 1.40M | 0.00 | 0.00 |
BOYD GAMING CORPSOLE | COM | 500K | SH | $39.12M 4.31% | 500K | 0.00 | 0.00 |
ENVIRI CORPSOLE | COM | 3.50M | SH | $30.38M 3.35% | 3.50M | 0.00 | 0.00 |
WILLSCOT HLDGS CORPSOLE | COM CL A | 1M | SH | $27.40M 3.02% | 1M | 0.00 | 0.00 |
GRANITE CONSTR INCSOLE | COM | 250K | SH | $23.38M 2.57% | 250K | 0.00 | 0.00 |
UGI CORP NEWSOLE | COM | 600K | SH | $21.85M 2.41% | 600K | 0.00 | 0.00 |
IQVIA HLDGS INCSOLE | COM | 120K | SH | $18.91M 2.08% | 120K | 0.00 | 0.00 |
ALTICE USA INCSOLE | CL A | 3.23M | SH | $6.90M 0.76% | 3.23M | 0.00 | 0.00 |