Hg Vora Capital Management, LLC

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 13Value: $978.5MLatest: 2025Q1

HG Vora Capital Management, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 13 holdings worth $1.0 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "PRKS",
  "ATUS",
  "BYD",
  "NVRI",
  "DRVN",
  "R",
  "UGI",
  "FAF",
  "WSC",
  "MGM",
  "PENN",
  "CZR",
  "CLVT"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 13
Total Value: 978465350
Accession Number: 0001214659-25-007854
Form Type: 13F-HR
CIK: hg-vora-capital-management
Manager Name: Hg-Vora-Capital-Management

Data Enrichment

100% identified

13 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

13 positions • $978,465.35K total value

13 positions

Manager:

SEC FilingSEC DataHachi Filing

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First American Financial Corp

FAF|31847R102

Shares:2.2M

Value:$142.7M

PENN Entertainment, Inc.

PENN|707569109

Shares:7.3M

Value:$118.2M

RYDER SYSTEM INC

R|783549108

Shares:810.0K

Value:$116.5M

Driven Brands Holdings Inc.

DRVN|26210V102

Shares:6.3M

Value:$107.1M

Caesars Entertainment, Inc.

CZR|12769G100

Shares:3.9M

Value:$97.5M

MGM Resorts International

MGM|552953101

Shares:3.0M

Value:$88.9M

BOYD GAMING CORP

BYD|103304101

Shares:1.4M

Value:$88.9M

United Parks & Resorts Inc.

PRKS|81282V100

Shares:1.4M

Value:$63.6M

CLARIVATE PLC

CLVT|G21810109

Shares:12.0M

Value:$47.2M

WillScot Holdings Corp

WSC|971378104

Shares:1.4M

Value:$38.9M

UGI CORP /PA/

UGI|902681105

Shares:1.0M

Value:$33.1M

ENVIRI Corp

NVRI|415864107

Shares:3.5M

Value:$23.3M

Altice USA, Inc.

ATUS|02156K103

Shares:4.7M

Value:$12.5M

Instrument	Shares		Other Manager	Value
First American Financial Corp(FAFcusip31847R102)	2.2M	QoQ -34.97% (-1.2M) YoY -64.19% (-3.9M)	All Managers (Combined)	$142.7M	QoQ -31.65% (-$66.1M) YoY -61.51% (-$228.1M)
PENN Entertainment, Inc.(PENNcusip707569109)	7.3M	QoQ -50.00% (-7.3M) YoY -50.00% (-7.3M)	All Managers (Combined)	$118.2M	QoQ -58.85% (-$169.1M) YoY -55.21% (-$145.8M)
RYDER SYSTEM INC(Rcusip783549108)	810.0K	QoQ -32.50% (-390.0K) YoY -62.75% (-1.4M)	All Managers (Combined)	$116.5M	QoQ -38.11% (-$71.7M) YoY -55.43% (-$144.9M)
Driven Brands Holdings Inc.(DRVNcusip26210V102)	6.3M	QoQ -15.54% (-1.1M) YoY +19.04% (+1.0M)	All Managers (Combined)	$107.1M	QoQ -10.30% (-$12.3M) YoY +29.22% (+$24.2M)
Caesars Entertainment, Inc.(CZRcusip12769G100)	3.9M	QoQ +73.33% (+1.6M) YoY -27.10% (-1.4M)	All Managers (Combined)	$97.5M	QoQ +29.66% (+$22.3M) YoY -58.33% (-$136.5M)
MGM Resorts International(MGMcusip552953101)	3.0M	QoQ 0.00% (-0) YoY NEW(+3.0M)	All Managers (Combined)	$88.9M	QoQ -14.45% (-$15.0M) YoY NEW(+$88.9M)
BOYD GAMING CORP(BYDcusip103304101)	1.4M	QoQ -32.50% (-650.0K) YoY -46.00% (-1.1M)	All Managers (Combined)	$88.9M	QoQ -38.74% (-$56.2M) YoY -47.19% (-$79.4M)
United Parks & Resorts Inc.(PRKScusip81282V100)	1.4M	QoQ +180.00% (+900.0K) YoY 0.00% (-0)	All Managers (Combined)	$63.6M	QoQ +126.53% (+$35.5M) YoY -19.12% (-$15.1M)
CLARIVATE PLC(CLVTcusipG21810109)	12.0M	QoQ NEW(+12.0M) YoY NEW(+12.0M)	All Managers (Combined)	$47.2M	QoQ NEW(+$47.2M) YoY NEW(+$47.2M)
WillScot Holdings Corp(WSCcusip971378104)	1.4M	QoQ NEW(+1.4M) YoY NEW(+1.4M)	All Managers (Combined)	$38.9M	QoQ NEW(+$38.9M) YoY NEW(+$38.9M)
UGI CORP /PA/(UGIcusip902681105)	1.0M	QoQ NEW(+1.0M) YoY NEW(+1.0M)	All Managers (Combined)	$33.1M	QoQ NEW(+$33.1M) YoY NEW(+$33.1M)
ENVIRI Corp(NVRIcusip415864107)	3.5M	QoQ NEW(+3.5M) YoY NEW(+3.5M)	All Managers (Combined)	$23.3M	QoQ NEW(+$23.3M) YoY NEW(+$23.3M)
Altice USA, Inc.(ATUScusip02156K103)	4.7M	QoQ NEW(+4.7M) YoY NEW(+4.7M)	All Managers (Combined)	$12.5M	QoQ NEW(+$12.5M) YoY NEW(+$12.5M)