Institutions / HG Vora Capital Management, LLC

HG Vora Capital Management, LLC

CIK 1525362 · Institution · as of Dec 31, 2025
Portfolio value
$264.85M
Positions
7
As of
Dec 31, 2025

Top holdings

Dec 31, 2025
CompanyClassValueShares% of portfolio
PENN Entertainment, Inc.$92.19M6,250,00034.8%
Driven Brands Holdings Inc.DRVNCommon Stock$77.81M5,250,00029.4%
First American Financial Corp$41.47M675,00015.7%
ENVIRI Corp$22.40M1,250,0008.5%
Equitable Holdings, Inc.$19.06M400,0007.2%
Fossil Group, Inc.$8.13M2,163,3493.1%
Optimum Communications, Inc.$3.79M2,300,0001.4%

Activity

Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.
No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.