Hill Path Capital LP has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.14 Billion distributed in 8 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Sea World Entertainment, Inc. with a value of $1.43B, Hilton Grand Vacations Inc. with a value of $270M, Dave & Buster'S Entertainment, Inc. with a value of $214M, Callaway Golf CO with a value of $88M, and Penn National Gaming Inc with a value of $62.6M.

Examining the 13F form we can see an increase of $340M in the current position value, from $1.8B to 2.14B.

Hill Path Capital LP is based out at New York, NY

Below you can find more details about Hill Path Capital LP portfolio as well as his latest detailed transactions.

Portfolio value $2.14 Billion
Consumer Cyclical: $1.93 Billion
Communication Services: $214 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 8
  • Current Value $2.14 Billion
  • Prior Value $1.8 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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