IGM
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Incline Global Management’s Dave & Buster's PLAY Stock Holding History

Incline Global Management’s Portfolio PLAY Stock Details PLAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.4M Buy
405,860
+329,312
+430% +$5.26M 1.73% 19
2025
Q4 		$1.24M Sell
76,548
-769,671
-91% -$12.9M 0.42% 27
2025
Q3 		$15.4M Buy
846,219
+668,143
+375% +$17.6M 4.56% 9
2025
Q2 		$5.36M Buy
178,076
+20,531
+13% +$463K 2.11% 23
2025
Q1 		$2.77M Buy
157,545
+147,558
+1,478% +$3.49M 1.71% 22
2024
Q4 		$292K Buy
+9,987
New +$347K 0.22% 22

Other funds holding PLAY

HPC
Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
MSE
MUFG Securities EMEA London, United Kingdom $6.7B AUM 32.3% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Incline Global Management's PLAY Position: Q1 2026 in Review

Incline Global Management increased its Dave & Buster's (PLAY) stake by 430% in Q1 2026, buying an estimated $5.26M and bringing the position to 405,860 shares worth $4.4M. The position accounts for 1.73% of the portfolio, ranked #19.

Incline Global Management first reported a position in PLAY in Q4 2024 and has held it in 6 quarters since. The position peaked at $15.4M in Q3 2025. 186 funds tracked by Wall St. Rank hold PLAY as of Q1 2026.

  • Incline Global Management held 405,860 shares of Dave & Buster's worth $4.4M as of Q1 2026.
  • Incline Global Management bought 329,312 Dave & Buster's shares in Q1 2026, an estimated $5.26M.
  • Dave & Buster's made up 1.73% of Incline Global Management's portfolio in Q1 2026, its #19 holding.
  • Incline Global Management first reported a position in Dave & Buster's in Q4 2024 and has held it in 6 quarters since.
  • Incline Global Management's Dave & Buster's position peaked at $15.4M in Q3 2025.
  • 186 funds tracked by Wall St. Rank held Dave & Buster's as of Q1 2026.

Based on Incline Global Management's 13F filing for Q1 2026, filed 15 May 2026.