HG Vora Capital Management, LLC 13F Holdings

CIK 0001525362 · NEW YORK, NY

As of Sep 30, 2025, HG Vora Capital Management, LLC reported 14 positions worth $738.0M in its SEC Form 13F filing.

Top 14 holdings

SecurityTickerSectorSharesValue% of portfolio
PENN ENTERTAINMENT INCPENNConsumer Cyclical7,250,000 39.6M18.92%
CAESARS ENTERTAINMENT INCCZRConsumer Cyclical3,500,000$94.6M12.82%
DRIVEN BRANDS HOLDINGS INCDRVNConsumer Cyclical5,600,000$90.2M12.22%
FIRST AMERICAN FINANCIAL CORPFAFFinancial Services1,025,000$65.8M8.92%
RYDER SYSTEM INCRIndustrials335,000$63.2M8.56%
SIX FLAGS ENTERTAINMENT CORPORATIONFUNConsumer Cyclical2,175,000$49.4M6.70%
CLARIVATE PLCCLVTTechnology11,125,000$42.6M5.77%
EQUITABLE HOLDINGS INCEQHFinancial Services800,000$40.6M5.50%
UGI CORPUGIUtilities1,200,000$39.9M5.41%
ENVIRI CORPNVRIIndustrials2,725,000$34.6M4.69%
WILLSCOT HOLDINGS CORPWSCIndustrials1,550,000$32.7M4.43%
UNITED PARKS & RESORTS INCPRKSConsumer Cyclical425,000$22.0M2.98%
IQVIA HOLDINGS INCIQVHealthcare80,000 5.2M2.06%
OPTIMUM COMMUNICATIONS INCOPTUCommunication Services3,100,000$7.5M1.01%