HG Vora Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| UGI CORP NEW(UGI) | 0 | 0 | 0 | 0 | 20,911,505 | 10.96% | +20,911,505 |
| UNITED PARKS & RESORTS INC(PRKS) | 0 | 600,000 | +600,000 | 0 | 19,596,000 | 10.27% | +19,596,000 |
| FOSSIL GROUP INC | 2,163,349 | 2,163,349 | 0 | 8,134,192 | 9,324,034 | 4.89% | +1,189,842 |
| FIRST AMERN FINL CORP(FAF) | 675,000 | 675,000 | 0 | 41,472,000 | 40,695,750 | 21.33% | -776,250 |
| OPTIMUM COMMUNICATIONS INC | 2,300,000 | 2,300,000 | 0 | 3,795,000 | 2,990,000 | 1.57% | -805,000 |
| PENN ENTERTAINMENT INC(PENN) | 6,250,000 | 5,675,000 | -575,000 | 92,187,500 | 85,295,250 | 44.71% | -6,892,250 |
| EQUITABLE HLDGS INC | 400,000 | 0 | -400,000 | 19,060,000 | 0 | — | -19,060,000 |
| ENVIRI CORP | 1,250,000 | 0 | -1,250,000 | 22,400,000 | 0 | — | -22,400,000 |
| DRIVEN BRANDS HLDGS INC(DRVN) | 5,250,000 | 950,000 | -4,300,000 | 77,805,000 | 11,979,500 | 6.28% | -65,825,500 |