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Hill Path Capital LP
Private Equity • Value
Hill Path Capital LP is a Value-focused institution based in New York, NY led by Scott Ian Ross, reporting $4.2B in AUM as of Q3 2025 with 94% Consumer Cyclical concentration, with only 8 positions, and 69% allocation to PRKS.
Managing PartnerScott Ian Ross
- Portfolio Value
- $2.0B
- Positions
- 8
- Top Holding
- PRKS at 68.94%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Hill Path Capital LP's portfolio (100% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Leisure Consumer Cyclical | $1.4B | 68.94% | — | 49.44% 27.2M shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $272.2M | 13.34% | — | 7.39% 6.5M shares | |
Entertainment Communication Services | $129.3M | 6.34% | — | 20.54% 7.1M shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $110.9M | 5.44% | +$43.5M Bought | 3.94% 5.8M shares | |
Leisure Consumer Cyclical | $44.5M | 2.18% | — | 2.55% 4.7M shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $30.9M | 1.51% | — | 3.31% 2.8M shares | |
Auto - Dealerships Consumer Cyclical | $30.3M | 1.49% | +$5.7M Bought | 4.04% 2.5M shares | |
Gambling, Resorts & Casinos Consumer Cyclical | $15.5M | 0.76% | — | 2.51% 655.6K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Hill Path Capital LP's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+64.43% | |
+23.25% |
Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for Hill Path Capital LP
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