HG Vora Capital Management as of June 30, 2022
Portfolio Holdings for HG Vora Capital Management
HG Vora Capital Management holds 21 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| First American Financial (FAF) | 22.7 | $574M | 11M | 52.92 | |
| Ryder System (R) | 14.2 | $359M | 5.1M | 71.06 | |
| Boyd Gaming Corporation (BYD) | 9.3 | $236M | 4.8M | 49.75 | |
| Caesars Entertainment (CZR) | 7.6 | $192M | 5.0M | 38.30 | |
| ODP Corp. (ODP) | 6.0 | $151M | 5.0M | 30.24 | |
| Altice Usa Cl A (ATUS) | 5.5 | $139M | 15M | 9.25 | |
| Mr Cooper Group (COOP) | 5.0 | $127M | 3.5M | 36.74 | |
| Kohl's Corporation (KSS) | 4.2 | $107M | 3.0M | 35.69 | |
| Penn National Gaming (PENN) | 4.2 | $107M | 3.5M | 30.42 | |
| Sinclair Broadcast Group Cl A | 3.8 | $97M | 4.8M | 20.40 | |
| Bally's Corp (BALY) | 3.5 | $89M | 4.5M | 19.78 | |
| Builders FirstSource (BLDR) | 3.2 | $81M | 1.5M | 53.70 | |
| Expedia Group Call Call Option | 2.4 | $62M | 650k | 94.83 | |
| Global Business Travel Group Com Cl A (GBTG) | 2.0 | $52M | 8.2M | 6.31 | |
| Playa Hotels & Resorts Nv SHS (PLYA) | 1.8 | $45M | 6.5M | 6.87 | |
| Blade Air Mobility Cl A Com (BLDE) | 1.4 | $35M | 7.9M | 4.46 | |
| Draftkings Com Cl A | 1.2 | $29M | 2.5M | 11.67 | |
| Rush Street Interactive (RSI) | 1.1 | $28M | 6.0M | 4.67 | |
| Playags (AGS) | 0.7 | $18M | 3.5M | 5.16 | |
| Ensysce Biosciences | 0.1 | $2.1M | 2.5M | 0.87 | |
| Lendingtree Note 0.500% 7/1 (Principal) | 0.1 | $1.4M | 2.0M | 0.68 |
