HG Vora Capital Management, LLC

Est. AUM

$190.8M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	PENN ENTERTAINMENT INC	COM	$85.3M	5675000	44.71%	SOLE
2	FIRST AMERN FINL CORP	COM	$40.7M	675000	21.33%	SOLE
3	UGI CORP NEW	CONV NOTE	$20.9M	14878000	10.96%	SOLE
4	UNITED PARKS & RESORTS INC	COM	$19.6M	600000	10.27%	SOLE
5	DRIVEN BRANDS HLDGS INC	COM	$12.0M	950000	6.28%	SOLE
6	FOSSIL GROUP INC	COM	$9.3M	2163349	4.89%	SOLE
7	OPTIMUM COMMUNICATIONS INC	CL A	$3.0M	2300000	1.57%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.