13F HOLDINGS REPORT
HG Vora Capital Management, LLC
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0001214659-25-012284
Total Value
$907.9M
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PENN ENTERTAINMENT INC | PENN | 7,250,000 | $129.6M | 14.27% |
| 2 | RYDER SYS INC | R | 635,000 | $101.0M | 11.12% |
| 3 | DRIVEN BRANDS HLDGS INC | DRVN | 5,700,000 | $100.1M | 11.02% |
| 4 | CAESARS ENTERTAINMENT INC NE | 12769G100 | 3,500,000 | $99.4M | 10.94% |
| 5 | FIRST AMERN FINL CORP | 31847R102 | 1,400,000 | $85.9M | 9.47% |
| 6 | UNITED PARKS & RESORTS INC | PRKS | 1,600,000 | $75.4M | 8.31% |
| 7 | CLARIVATE PLC | CLVT | 12,650,000 | $54.4M | 5.99% |
| 8 | MGM RESORTS INTERNATIONAL | MGM | 1,500,000 | $51.6M | 5.68% |
| 9 | SIX FLAGS ENTERTAINMENT CORP | FUN | 1,400,000 | $42.6M | 4.69% |
| 10 | BOYD GAMING CORP | BYD | 500,000 | $39.1M | 4.31% |
| 11 | ENVIRI CORP | NVRI | 3,500,000 | $30.4M | 3.35% |
| 12 | WILLSCOT HLDGS CORP | WSC | 1,000,000 | $27.4M | 3.02% |
| 13 | GRANITE CONSTR INC | GVA | 250,000 | $23.4M | 2.57% |
| 14 | UGI CORP NEW | 902681105 | 600,000 | $21.9M | 2.41% |
| 15 | IQVIA HLDGS INC | IQV | 120,000 | $18.9M | 2.08% |
| 16 | ALTICE USA INC | OPTU | 3,225,000 | $6.9M | 0.76% |