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13F holdings · Q2 2026

Hill Path Capital

New York, NY · files as Hill Path Capital LP
Holdings as of Jun 30, 2026Filed Aug 14, 2026Next filing due Nov 16, 2026CIK 1676292

Hill Path Capital reported 7 stocks worth $1.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PRKS (67.7%), HGV (17.8%) and PENN (6.4%). Compared with Q1 2026, the fund opened new positions in VICI and sold out of GDEN.

Reported value$1.9B+40.0% vs last quarter
Stocks held71 new · 1 sold out
Top 5 weight98.0%very concentrated
Turnover1%of the portfolio changed
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Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
PRKS
UNITED PARKS &amp RESORTS INC
$1.3B67.7%27.2MNo change8 of 8
2
HGV
Hilton Grand Vacations Inc
$341M17.8%6.5MNo change8 of 8
3
PENN
Penn Entmt Inc
$123M6.4%5.8MNo change5 of 8
4
PLAY
DAVE &amp BUSTERS ENTMT INC
$81.2M4.2%7.1MNo change8 of 8
5
ACEL
Accel Entertainment Inc
$35.2M1.8%2.8MNo change5 of 8
6
CARS
Cars Com Inc
$27.1M1.4%2.5MNo change5 of 8
7
VICI
Vici Pptys Inc
$11.2M0.6%422KNew position1 of 8

Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q1 2026, gone in Q2 2026
StockValue last quarterShares sold
GDEN
Golden Entmt Inc
$12.5M468K

Reported value

last 8 quarters
$1.9BQ3 '24
$2BQ4 '24
$1.6BQ1 '25
$1.9BQ2 '25
$2BQ3 '25
$1.6BQ4 '25
$1.4BQ1 '26
$1.9BQ2 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q2 2026

straight from the SEC
FiledFormQuarter
Aug 14, 202613F-HRQ2 2026SEC filing ↗

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Hill Path Capital 13F FAQ

What does Hill Path Capital own?

Hill Path Capital reported 7 stocks worth $1.9B in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are PRKS (67.7%), HGV (17.8%) and PENN (6.4%). The table above lists every position in the filing (the top 10 without an account).

What did Hill Path Capital buy and sell in Q2 2026?

Compared with Q1 2026: 1 new positions, 0 added to, 0 trimmed and 1 sold out. New positions include VICI. It sold all of GDEN.

When will Hill Path Capital file its next 13F?

Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.

How much is Hill Path Capital's portfolio worth?

The Q2 2026 filing reports $1.9B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.