Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HG Vora Capital Management, LLC (CIK 1525362) reported $190.8M across 7 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PENN ($85.3M, 44.71%), FAF ($40.7M, 21.33%), UGIC ($20.9M, 10.96%), SEAS ($19.6M, 10.27%), DRVN ($12.0M, 6.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PENN | PENN ENTERTAINMENT INC | $85.3M | 44.71% | 5.7M | Trimmed |
| 2 | FAF | FIRST AMERN FINL CORP | $40.7M | 21.33% | 675,000 | Hold |
| 3 | UGIC | UGI CORP NEW | $20.9M | 10.96% | 14.9M | New |
| 4 | SEAS | UNITED PARKS & RESORTS INC | $19.6M | 10.27% | 600,000 | New |
| 5 | DRVN | DRIVEN BRANDS HLDGS INC | $12.0M | 6.28% | 950,000 | Trimmed |
| 6 | FOSL | FOSSIL GROUP INC | $9.3M | 4.89% | 2.2M | Hold |
| 7 | ATUS | OPTIMUM COMMUNICATIONS INC | $3.0M | 1.57% | 2.3M | Hold |
| 8 | EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | Exited |
| 9 | NVRI | ENVIRI CORP | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31