Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2025 ▲▼ | Q2 2025 ▲▼ | Change ▲▼ | Q1 2025 ▲▼ | Q2 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| DAVE & BUSTERS ENTMT INC(PLAY) | 7,119,255 | 7,119,255 | 0 | 125,085 | 214,147 | 11.02% | +89,062 |
| PENN ENTERTAINMENT INC(PENN) | 0 | 3,502,820 | +3,502,820 | 0 | 62,595 | 3.22% | +62,595 |
| UNITED PARKS & RESORTS INC(PRKS) | 27,205,306 | 27,205,306 | 0 | 1,236,753 | 1,282,730 | 66.00% | +45,977 |
| TOPGOLF CALLAWAY BRANDS CORP(CALY) | 0 | 4,685,985 | +4,685,985 | 0 | 37,722 | 1.94% | +37,722 |
| ACCEL ENTERTAINMENT INC(ACEL) | 0 | 2,789,113 | +2,789,113 | 0 | 32,828 | 1.69% | +32,828 |
| HILTON GRAND VACATIONS INC(HGV) | 6,509,913 | 6,509,913 | 0 | 243,536 | 270,357 | 13.91% | +26,821 |
| CARS COM INC | 0 | 2,013,032 | +2,013,032 | 0 | 23,854 | 1.23% | +23,854 |
| GOLDEN ENTMT INC | 113,475 | 655,625 | +542,150 | 2,995 | 19,295 | 0.99% | +16,300 |