HVCM
PLYA

HG Vora Capital Management’s Playa Hotels & Resorts PLYA Stock Holding History

HG Vora Capital Management’s Portfolio PLYA Stock Details PLYA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-12,500,000
Closed -$158M – 15
2024
Q4 		$158M Hold
12,500,000
– – 11.92% 4
2024
Q3 		$96.9M Hold
12,500,000
– – 7.1% 7
2024
Q2 		$105M Buy
12,500,000
+250,000
+2% +$2.2M 6.81% 6
2024
Q1 		$119M Sell
12,250,000
-250,000
-2% -$2.21M 6.81% 6
2023
Q4 		$108M Hold
12,500,000
– – 5.53% 7
2023
Q3 		$90.5M Buy
12,500,000
+1,500,000
+14% +$11.4M 2.86% 9
2023
Q2 		$89.5M Buy
11,000,000
+1,000,000
+10% +$9.07M 2.54% 10
2023
Q1 		$96M Hold
10,000,000
– – 2.77% 10
2022
Q4 		$65.3M Buy
10,000,000
+3,500,000
+54% +$20.8M 2.61% 9
2022
Q3 		$37.8M Hold
6,500,000
– – 1.71% 12
2022
Q2 		$44.7M Sell
6,500,000
-500,000
-7% -$4.15M 1.77% 15
2022
Q1 		$60.5M Sell
7,000,000
-3,000,000
-30% -$24.7M 1.79% 18
2021
Q4 		$79.8M Sell
10,000,000
-250,000
-2% -$2.01M 2.86% 11
2021
Q3 		$85M Buy
10,250,000
+3,000,000
+41% +$21.3M 3.22% 11
2021
Q2 		$53.9M Buy
7,250,000
+2,750,000
+61% +$20.3M 2.43% 14
2021
Q1 		$32.9M Sell
4,500,000
-3,000,000
-40% -$19.8M 1.75% 16
2020
Q4 		$44.6M Sell
7,500,000
-5,400,000
-42% -$25.1M 3.46% 10
2020
Q3 		$54.1M Buy
12,900,000
+400,000
+3% +$1.57M 4.08% 11
2020
Q2 		$45.3M Buy
12,500,000
+2,500,000
+25% +$6.77M 4.07% 12
2020
Q1 		$17.5M Buy
10,000,000
+2,650,000
+36% +$15.2M 1.71% 17
2019
Q4 		$61.7M Buy
7,350,000
+500,000
+7% +$3.89M 5.79% 7
2019
Q3 		$53.6M Buy
6,850,000
+2,300,000
+51% +$17.6M 5.14% 7
2019
Q2 		$35.1M Buy
4,550,000
+1,950,000
+75% +$15.7M 2.55% 13
2019
Q1 		$19.8M Buy
2,600,000
+750,000
+41% +$5.8M 1.46% 16
2018
Q4 		$13.3M Buy
+1,850,000
New +$15M 2.49% 9

Other funds holding PLYA

GCL
Glazer Capital LLC New York $4.07B AUM 78.71% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $11B AUM 3.37% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
AAM
Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

HG Vora Capital Management's PLYA Position: Q1 2025 in Review

HG Vora Capital Management sold out of Playa Hotels & Resorts (PLYA) in Q1 2025, closing a stake of 12,500,000 shares — an estimated $158M sold.

HG Vora Capital Management first reported a position in PLYA in Q4 2018 and held it in 25 quarters. The position peaked at $158M in Q4 2024. 157 funds tracked by Wall St. Rank hold PLYA as of Q1 2025.

  • HG Vora Capital Management reported no remaining Playa Hotels & Resorts position as of Q1 2025 after selling out during the quarter.
  • HG Vora Capital Management sold 12,500,000 Playa Hotels & Resorts shares in Q1 2025, an estimated $158M.
  • HG Vora Capital Management first reported a position in Playa Hotels & Resorts in Q4 2018 and held it in 25 quarters.
  • HG Vora Capital Management's Playa Hotels & Resorts position peaked at $158M in Q4 2024.
  • 157 funds tracked by Wall St. Rank held Playa Hotels & Resorts as of Q1 2025.

Based on HG Vora Capital Management's 13F filing for Q1 2025, filed 15 May 2025.