Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q3 2023 ▲▼ | Q4 2023 ▲▼ | Change ▲▼ | Q3 2023 ▲▼ | Q4 2023 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SEAWORLD ENTMT INC(PRKS) | 27,205,306 | 27,205,306 | 0 | 1,258,245 | 1,437,256 | 66.69% | +179,011 |
| DAVE & BUSTERS ENTMT INC(PLAY) | 7,119,255 | 7,119,255 | 0 | 263,911 | 383,372 | 17.79% | +119,461 |
| GOLDEN ENTMT INC | 1,069,376 | 1,069,376 | 0 | 36,551 | 42,700 | 1.98% | +6,149 |
| PLAYA HOTELS & RESORTS NV | 2,370,000 | 2,370,000 | 0 | 17,159 | 20,501 | 0.95% | +3,342 |
| OUTFRONT MEDIA INC(OUT) | 708,332 | 708,332 | 0 | 7,154 | 9,888 | 0.46% | +2,734 |
| HILTON GRAND VACATIONS INC(HGV) | 6,509,913 | 6,509,913 | 0 | 264,953 | 261,568 | 12.14% | -3,385 |