Q1 2025 · 13F-HR
HG Vora Capital Management, LLCholdings as filed
Filed 2025-05-15 · accession 0001214659-25-007854
$978.5M
Reported value
13
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 31847R102 | FAF | FIRST AMERN FINL CORP | $142.7M | 14.6% | 2,175,000 | Common | SOLE |
| 707569109 | PENN | PENN ENTERTAINMENT INC | $118.2M | 12.1% | 7,250,000 | Common | SOLE |
| 783549108 | R | RYDER SYS INC | $116.5M | 11.9% | 810,000 | Common | SOLE |
| 26210V102 | DRVN | DRIVEN BRANDS HLDGS INC | $107.1M | 10.9% | 6,250,000 | Common | SOLE |
| 12769G100 | CZR | CAESARS ENTERTAINMENT INC NE | $97.5M | 9.96% | 3,900,000 | Common | SOLE |
| 552953101 | MGM | MGM RESORTS INTERNATIONAL | $88.9M | 9.09% | 3,000,000 | Common | SOLE |
| 103304101 | BYD | BOYD GAMING CORP | $88.9M | 9.08% | 1,350,000 | Common | SOLE |
| 81282V100 | PRKS | UNITED PARKS & RESORTS INC | $63.6M | 6.50% | 1,400,000 | Common | SOLE |
| G21810109 | CLVT | CLARIVATE PLC | $47.2M | 4.82% | 12,000,000 | Common | SOLE |
| 971378104 | WSC | WILLSCOT HLDGS CORP | $38.9M | 3.98% | 1,400,000 | Common | SOLE |
| 902681105 | UGI | UGI CORP NEW | $33.1M | 3.38% | 1,000,000 | Common | SOLE |
| 415864107 | NVRI | ENVIRI CORP | $23.3M | 2.38% | 3,500,000 | Common | SOLE |
| 02156K103 | OPTU | ALTICE USA INC | $12.5M | 1.28% | 4,700,000 | Common | 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.