Q4 2023 · 13F-HR
HG Vora Capital Management, LLCholdings as filed
Filed 2024-02-14 · accession 0001214659-24-002899
$1.96B
Reported value
12
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 31847R102 | FAF | FIRST AMERN FINL CORP | $451.1M | 23.1% | 7,000,000 | Common | SOLE |
| 707569109 | PENN | PENN ENTERTAINMENT INC | $377.3M | 19.3% | 14,500,000 | Common | SOLE |
| 783549108 | R | RYDER SYS INC | $281.9M | 14.4% | 2,450,000 | Common | SOLE |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $239.1M | 12.2% | 5,100,000 | Common | SOLE |
| 88337F105 | ODP1 | THE ODP CORP | $168.9M | 8.63% | 3,000,000 | Common | SOLE |
| 103304101 | BYD | BOYD GAMING CORP | $125.2M | 6.40% | 2,000,000 | Common | SOLE |
| N70544106 | PL0 | PLAYA HOTELS & RESORTS NV | $108.1M | 5.53% | 12,500,000 | Common | SOLE |
| 81282V100 | PRKS | SEAWORLD ENTMT INC | $68.7M | 3.51% | 1,300,000 | Common | SOLE |
| 37890B100 | GBTG | GLOBAL BUSINESS TRAVEL GROUP | $50.0M | 2.55% | 7,750,000 | Common | SOLE |
| 26210V102 | DRVN | DRIVEN BRANDS HLDGS INC | $49.9M | 2.55% | 3,500,000 | Common | SOLE |
| 782011100 | RSI | RUSH STREET INTERACTIVE INC | $31.4M | 1.61% | 7,000,000 | Common | SOLE |
| 464287955 | — | ISHARES TR | $5.3M | 0.27% | 2,500,000 | PUT | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.