Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| PENN ENTERTAINMENT INC(PENN) | 5,759,820 | 5,759,820 | 0 | 84,957 | 86,570 | 6.32% | +1,613 |
| GOLDEN ENTMT INC | 467,841 | 467,841 | 0 | 12,721 | 12,487 | 0.91% | -234 |
| ACCEL ENTERTAINMENT INC(ACEL) | 2,789,113 | 2,789,113 | 0 | 31,824 | 30,429 | 2.22% | -1,395 |
| CARS COM INC | 2,481,032 | 2,481,032 | 0 | 30,269 | 20,146 | 1.47% | -10,123 |
| HILTON GRAND VACATIONS INC(HGV) | 6,509,913 | 6,509,913 | 0 | 291,319 | 254,668 | 18.59% | -36,651 |
| DAVE & BUSTERS ENTMT INC(PLAY) | 7,119,255 | 7,119,255 | 0 | 115,403 | 77,102 | 5.63% | -38,302 |
| UNITED PARKS & RESORTS INC(PRKS) | 27,205,306 | 27,205,306 | 0 | 987,553 | 888,525 | 64.86% | -99,027 |