HG Vora Capital Management, LLC 13F Holdings · Q2 2026
HG Vora Capital Management, LLC reported 5 securities worth $196.81M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PENN (58.59%), FAF (23.52%), UGIC (12.60%). Among its top 25 positions this quarter: 1 added, 2 trimmed, 2 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PENN | PENN ENTERTAINMENT INC | $115.3M | 58.59% | 5.4M | Trimmed |
| 2 | FAF | FIRST AMERN FINL CORP | $46.3M | 23.52% | 675,000 | Hold |
| 3 | UGIC | UGI CORP NEW | $24.8M | 12.60% | 0 | Added |
| 4 | FOSL | FOSSIL GROUP INC | $9.0M | 4.55% | 2.2M | Hold |
| 5 | OPTU | OPTIMUM COMMUNICATIONS INC | $1.5M | 0.74% | 1.0M | Trimmed |
| 6 | DRVN | DRIVEN BRANDS HLDGS INC | $0 | 0.00% | 0 | Exited |
| 7 | PRKS | UNITED PARKS & RESORTS INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR