HILL PATH CAPITAL LP

PrivateCIK: 1676292
Location

NEW YORK, NY

7
Positions
$1.37B
Total AUM (reported)
52.33M
Total Shares

Allocation by class

TOTAL AUM$1.37B7 positions
COM$1.34B97.8%
COM CL A1$30.43M2.2%

Portfolio Concentration

Top 389.8%4–1010.2%TOP 10100.0%0%100%
Top 3$1.23B89.8%
4–10$140.16M10.2%

Top 3 weight

89.8%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 52.33M

Sole

Full voting authority

52.33M

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)

Sole7
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings7
Rows:

UNITED PARKS & RESORTS INC

SOLE
COM
Shares27.21M
TypeSH
Market value$888.53M
64.86%
Sole
27.21M
Shared
0.00
None
0.00

HILTON GRAND VACATIONS INC

SOLE
COM
Shares6.51M
TypeSH
Market value$254.67M
18.59%
Sole
6.51M
Shared
0.00
None
0.00

PENN ENTERTAINMENT INC

SOLE
COM
Shares5.76M
TypeSH
Market value$86.57M
6.32%
Sole
5.76M
Shared
0.00
None
0.00

DAVE & BUSTERS ENTMT INC

SOLE
COM
Shares7.12M
TypeSH
Market value$77.10M
5.63%
Sole
7.12M
Shared
0.00
None
0.00

ACCEL ENTERTAINMENT INC

SOLE
COM CL A1
Shares2.79M
TypeSH
Market value$30.43M
2.22%
Sole
2.79M
Shared
0.00
None
0.00

CARS COM INC

SOLE
COM
Shares2.48M
TypeSH
Market value$20.15M
1.47%
Sole
2.48M
Shared
0.00
None
0.00

GOLDEN ENTMT INC

SOLE
COM
Shares467.84K
TypeSH
Market value$12.49M
0.91%
Sole
467.84K
Shared
0.00
None
0.00