HG Vora Capital Management, LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EQUITABLE HLDGS INC | 0 | 800,000 | +800,000 | 0 | 40,624,000 | 5.50% | +40,624,000 |
| UGI CORP NEW(UGI) | 600,000 | 1,200,000 | +600,000 | 21,852,000 | 39,912,000 | 5.41% | +18,060,000 |
| PENN ENTERTAINMENT INC(PENN) | 7,250,000 | 7,250,000 | 0 | 129,557,500 | 139,635,000 | 18.92% | +10,077,500 |
| SIX FLAGS ENTERTAINMENT CORP(FUN) | 1,400,000 | 2,175,000 | +775,000 | 42,602,000 | 49,416,000 | 6.70% | +6,814,000 |
| WILLSCOT HLDGS CORP(WSC) | 1,000,000 | 1,550,000 | +550,000 | 27,400,000 | 32,720,500 | 4.43% | +5,320,500 |
| ENVIRI CORP | 3,500,000 | 2,725,000 | -775,000 | 30,380,000 | 34,580,250 | 4.69% | +4,200,250 |
| ALTICE USA INC | 3,225,000 | 3,100,000 | -125,000 | 6,901,500 | 7,471,000 | 1.01% | +569,500 |
| IQVIA HLDGS INC(IQV) | 120,000 | 80,000 | -40,000 | 18,910,800 | 15,195,200 | 2.06% | -3,715,600 |
| CAESARS ENTERTAINMENT INC NE(CZR) | 3,500,000 | 3,500,000 | 0 | 99,365,000 | 94,587,500 | 12.82% | -4,777,500 |
| DRIVEN BRANDS HLDGS INC(DRVN) | 5,700,000 | 5,600,000 | -100,000 | 100,092,000 | 90,216,000 | 12.22% | -9,876,000 |
| CLARIVATE PLC(CLVT) | 12,650,000 | 11,125,000 | -1,525,000 | 54,395,000 | 42,608,750 | 5.77% | -11,786,250 |
| FIRST AMERN FINL CORP(FAF) | 1,400,000 | 1,025,000 | -375,000 | 85,946,000 | 65,846,000 | 8.92% | -20,100,000 |
| GRANITE CONSTR INC(GVA) | 250,000 | 0 | -250,000 | 23,377,500 | 0 | — | -23,377,500 |
| RYDER SYS INC(R) | 635,000 | 335,000 | -300,000 | 100,965,000 | 63,194,400 | 8.56% | -37,770,600 |
| BOYD GAMING CORP(BYD) | 500,000 | 0 | -500,000 | 39,115,000 | 0 | — | -39,115,000 |
| MGM RESORTS INTERNATIONAL(MGM) | 1,500,000 | 0 | -1,500,000 | 51,585,000 | 0 | — | -51,585,000 |
| UNITED PARKS & RESORTS INC(PRKS) | 1,600,000 | 425,000 | -1,175,000 | 75,440,000 | 21,972,500 | 2.98% | -53,467,500 |