Data as of Q4 2025 (Dec 31, 2025)
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Showing Q3 2025 data
Hill Path Capital LP's Q4 2025 filing not yet available. Expected by Feb 14, 2026.

Hill Path Capital LP

โ€ขCIK: 1676292โ€ขFiling: Q3 2025

**Hill Path Capital LP** manages $2.0B across a concentrated portfolio of 8 positions. The fund exhibits a significant overweight to **PRKS**, representing $1,406.5M of its assets. Notable allocations include **HGV** at $272.2M and **PLAY** at $129.3M, suggesting a focused, high-conviction approach within its investment mandate.

Total AUM
$2.0B
QoQ Performance
+5.0%
Positions
8
Top 10 Concentration
100.0%
Latest Filing
Q3 2025

Top Holdings Allocation

PRKS
HGV
PLAY
PENN
PRKS68.9%
HGV13.3%
PLAY6.3%
PENN5.4%
CALY2.2%
ACEL1.5%
CARS1.5%
GDEN0.8%

๐Ÿ“ˆ Biggest Buys

PENN
PENN ENTERTAINMENT INC
+64.4%
5.4% of portfolio
CARS
CARS COM INC
+23.2%
1.5% of portfolio

๐Ÿ“‰ Biggest Sells

No reductions this quarter

Sector Breakdown

Other100.0%

Changes from Q2 2025

โ†‘2 increased

Historical Filings

Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023