13F HOLDINGS REPORT
HG Vora Capital Management, LLC
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0001214659-25-007854
Total Value
$978.5M
Positions
13
Other Managers
0
Confidential Omitted
No
Holdings (13)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | FIRST AMERN FINL CORP | 31847R102 | 2,175,000 | $142.7M | 14.59% |
| 2 | PENN ENTERTAINMENT INC | PENN | 7,250,000 | $118.2M | 12.08% |
| 3 | RYDER SYS INC | R | 810,000 | $116.5M | 11.90% |
| 4 | DRIVEN BRANDS HLDGS INC | DRVN | 6,250,000 | $107.1M | 10.95% |
| 5 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 3,900,000 | $97.5M | 9.96% |
| 6 | MGM RESORTS INTERNATIONAL | MGM | 3,000,000 | $88.9M | 9.09% |
| 7 | BOYD GAMING CORP | BYD | 1,350,000 | $88.9M | 9.08% |
| 8 | UNITED PARKS & RESORTS INC | PRKS | 1,400,000 | $63.6M | 6.50% |
| 9 | CLARIVATE PLC | CLVT | 12,000,000 | $47.2M | 4.82% |
| 10 | WILLSCOT HLDGS CORP | WSC | 1,400,000 | $38.9M | 3.98% |
| 11 | UGI CORP NEW | 902681105 | 1,000,000 | $33.1M | 3.38% |
| 12 | ENVIRI CORP | NVRI | 3,500,000 | $23.3M | 2.38% |
| 13 | ALTICE USA INC | OPTU | 4,700,000 | $12.5M | 1.28% |