HG Vora Capital Management’s First American FAF Stock Holding History

HG Vora Capital Management’s Portfolio FAF Stock Details FAF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$46.3M	Hold	675,000	–	–	23.52%	2
2026 Q1	$40.7M	Hold	675,000	–	–	21.33%	2
2025 Q4	$41.5M	Sell	675,000 -350,000	-34%	-$22M	15.66%	3
2025 Q3	$65.8M	Sell	1,025,000 -375,000	-27%	-$23.7M	8.92%	4
2025 Q2	$85.9M	Sell	1,400,000 -775,000	-36%	-$46M	9.47%	5
2025 Q1	$143M	Sell	2,175,000 -1,170,000	-35%	-$74.1M	14.59%	1
2024 Q4	$209M	Sell	3,345,000 -455,000	-12%	-$29.7M	15.75%	2
2024 Q3	$251M	Sell	3,800,000 -1,275,000	-25%	-$77.8M	18.38%	2
2024 Q2	$274M	Sell	5,075,000 -1,000,000	-16%	-$55.6M	17.78%	2
2024 Q1	$371M	Sell	6,075,000 -925,000	-13%	-$54.6M	21.25%	1
2023 Q4	$451M	Sell	7,000,000 -500,000	-7%	-$28.5M	23.05%	1
2023 Q3	$424M	Sell	7,500,000 -2,500,000	-25%	-$150M	13.4%	2
2023 Q2	$570M	Hold	10,000,000	–	–	16.2%	2
2023 Q1	$557M	Hold	10,000,000	–	–	16.05%	2
2022 Q4	$523M	Hold	10,000,000	–	–	20.9%	1
2022 Q3	$461M	Sell	10,000,000 -850,000	-8%	-$46M	20.8%	1
2022 Q2	$574M	Hold	10,850,000	–	–	22.7%	1
2022 Q1	$703M	Buy	10,850,000 +550,000	+5%	+$39.1M	20.77%	1
2021 Q4	$806M	Buy	10,300,000 +800,000	+8%	+$59.7M	28.87%	1
2021 Q3	$637M	Buy	9,500,000 +3,250,000	+52%	+$217M	24.14%	1
2021 Q2	$390M	Buy	6,250,000 +3,250,000	+108%	+$207M	17.58%	1
2021 Q1	$170M	Buy	+3,000,000	New	+$164M	9.08%	2

Other funds holding FAF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

HG Vora Capital Management's FAF Position: Q2 2026 in Review

HG Vora Capital Management held its First American (FAF) position steady in Q2 2026 at 675,000 shares worth $46.3M. The position accounts for 23.52% of the portfolio, ranked #2.

HG Vora Capital Management first reported a position in FAF in Q1 2021 and has held it in 22 quarters since. The position peaked at $806M in Q4 2021. 473 funds tracked by Wall St. Rank hold FAF as of Q2 2026.

HG Vora Capital Management held 675,000 shares of First American worth $46.3M as of Q2 2026.
HG Vora Capital Management left its First American share count unchanged in Q2 2026.
First American made up 23.52% of HG Vora Capital Management's portfolio in Q2 2026, its #2 holding.
HG Vora Capital Management first reported a position in First American in Q1 2021 and has held it in 22 quarters since.
HG Vora Capital Management's First American position peaked at $806M in Q4 2021.
473 funds tracked by Wall St. Rank held First American as of Q2 2026.

Based on HG Vora Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.