HG Vora Capital Management as of March 31, 2022
Portfolio Holdings for HG Vora Capital Management
HG Vora Capital Management holds 29 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
First American Financial (FAF) | 20.8 | $703M | 11M | 64.82 | |
Ryder System (R) | 10.0 | $337M | 4.3M | 79.33 | |
Boyd Gaming Corporation (BYD) | 7.3 | $247M | 3.8M | 65.78 | |
ODP Corp. (ODP) | 6.8 | $229M | 5.0M | 45.83 | |
Altice Usa Cl A (ATUS) | 5.5 | $187M | 15M | 12.48 | |
Tivity Health | 4.6 | $154M | 4.8M | 32.17 | |
Mr Cooper Group (COOP) | 4.4 | $148M | 3.3M | 45.67 | |
Alliance Data Systems Corporation (BFH) | 4.1 | $140M | 2.5M | 56.15 | |
Caesars Entertainment (CZR) | 4.0 | $135M | 1.8M | 77.36 | |
Sinclair Broadcast Group Cl A | 3.9 | $133M | 4.8M | 28.02 | |
Draftkings Com Cl A | 3.7 | $127M | 6.5M | 19.47 | |
Kohl's Corporation (KSS) | 3.6 | $121M | 2.0M | 60.46 | |
Camping World Hldgs Cl A (CWH) | 3.5 | $117M | 4.2M | 27.95 | |
Bally's Corp (BALY) | 3.2 | $108M | 3.5M | 30.74 | |
Builders FirstSource (BLDR) | 2.9 | $97M | 1.5M | 64.54 | |
Tegna (TGNA) | 2.1 | $73M | 3.3M | 22.40 | |
Blade Air Mobility Cl A Com (BLDE) | 2.0 | $67M | 7.9M | 8.49 | |
Playa Hotels & Resorts Nv SHS (PLYA) | 1.8 | $61M | 7.0M | 8.65 | |
Modivcare (MODV) | 1.7 | $58M | 500k | 115.39 | |
Rush Street Interactive (RSI) | 1.3 | $44M | 6.0M | 7.27 | |
Playags (AGS) | 0.7 | $23M | 3.5M | 6.67 | |
Altice Usa Call Call Option | 0.6 | $22M | 1.8M | 12.48 | |
Crowdstrike Hldgs Call Call Option | 0.4 | $15M | 65k | 227.08 | |
Zscaler Call Call Option | 0.3 | $10M | 43k | 241.27 | |
Splunk Call Call Option | 0.3 | $8.5M | 58k | 148.61 | |
Cloudflare Call Call Option | 0.2 | $8.4M | 70k | 119.70 | |
Okta Call Call Option | 0.2 | $8.3M | 55k | 150.96 | |
Ensysce Biosciences | 0.1 | $2.8M | 2.5M | 1.14 | |
Tenable Hldgs Call Call Option | 0.1 | $2.2M | 38k | 57.79 |