13F HOLDINGS REPORT
HG Vora Capital Management, LLC
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0001214659-24-009335
Total Value
$1.74B
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIRST AMERN FINL CORP | 31847R102 | 6,075,000 | $370.9M | 21.25% |
| 2 | PENN ENTERTAINMENT INC | PENN | 14,500,000 | $264.0M | 15.13% |
| 3 | RYDER SYS INC | R | 2,175,000 | $261.4M | 14.98% |
| 4 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 5,350,000 | $234.0M | 13.41% |
| 5 | BOYD GAMING CORP | BYD | 2,500,000 | $168.3M | 9.64% |
| 6 | PLAYA HOTELS & RESORTS NV | N70544106 | 12,250,000 | $118.8M | 6.81% |
| 7 | DRIVEN BRANDS HLDGS INC | DRVN | 5,250,000 | $82.9M | 4.75% |
| 8 | UNITED PARKS & RESORTS INC | PRKS | 1,400,000 | $78.7M | 4.51% |
| 9 | GLOBAL BUSINESS TRAVEL GROUP | GBTG | 7,700,000 | $46.3M | 2.65% |
| 10 | RUSH STREET INTERACTIVE INC | RSI | 7,000,000 | $45.6M | 2.61% |
| 11 | THE ODP CORP | 88337F105 | 750,000 | $39.8M | 2.28% |
| 12 | MDU RES GROUP INC | 552690109 | 1,250,000 | $31.5M | 1.81% |
| 13 | ISHARES TR | 464287955 | 2,500,000 | $2.8M | 0.16% |