New York, NYCIK 16762924 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
7 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | United Parks & Resorts Inc | 27.21M | $987.55M | 63.5% | 0 | Held |
| 2 | Hilton Grand Vacations Inc | 6.51M | $291.32M | 18.7% | 0 | Held |
| 3 | Dave & Busters Entmt Inc | 7.12M | $115.40M | 7.4% | 0 | Held |
| 4 |
| Penn Entertainment Inc |
| 5.76M |
| $84.96M |
| 5.5% |
| 0 |
| Held |
| 5 | Accel Entertainment Inc | 2.79M | $31.82M | 2.0% | 0 | Held |
| 6 | Cars Com Inc | 2.48M | $30.27M | 1.9% | 0 | Held |
| 7 | Golden Entmt Inc | 467.8K | $12.72M | 0.8% | −187.8K | Reduced |