HILL PATH CAPITAL LP

PrivateCIK: 1676292
Location

NEW YORK, NY

7
Positions
$1.92B
Total AUM (reported)
52.29M
Total Shares

Allocation by class

TOTAL AUM$1.92B7 positions
COM$1.88B98.2%
COM CL A1$35.17M1.8%

Portfolio Concentration

Top 391.9%4–108.1%TOP 10100.0%0%100%
Top 3$1.76B91.9%
4–10$154.68M8.1%

Top 3 weight

91.9%

Top 10 weight

100.0%

Voting Authority Distribution

Total shares with voting rights: 52.29M

Sole

Full voting authority

52.29M

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$1.30B
67.74%
Sole
27.21M
Shared
0.00
None
0.00

HILTON GRAND VACATIONS INC

SOLE
COM
Shares6.51M
TypeSH
Market value$340.92M
17.78%
Sole
6.51M
Shared
0.00
None
0.00

PENN ENTERTAINMENT INC

SOLE
COM
Shares5.76M
TypeSH
Market value$123.03M
6.42%
Sole
5.76M
Shared
0.00
None
0.00

DAVE & BUSTERS ENTMT INC

SOLE
COM
Shares7.12M
TypeSH
Market value$81.16M
4.23%
Sole
7.12M
Shared
0.00
None
0.00

ACCEL ENTERTAINMENT INC

SOLE
COM CL A1
Shares2.79M
TypeSH
Market value$35.17M
1.83%
Sole
2.79M
Shared
0.00
None
0.00

CARS COM INC

SOLE
COM
Shares2.48M
TypeSH
Market value$27.14M
1.42%
Sole
2.48M
Shared
0.00
None
0.00

VICI PPTYS INC

SOLE
COM
Shares421.99K
TypeSH
Market value$11.20M
0.58%
Sole
421.99K
Shared
0.00
None
0.00