HG Vora Capital Management, LLC Quant / Systematic

Location: New York, NY

CIK: 0001525362 · Show all filings

Period: Q3 2017 (← Previous) (Next →)

Filing Date: Nov 14, 2017

Total Value: $740M (100.0% shares, 0.0% debt)

Holdings (10)

— SINCLAIR BROADCAST GROUP INC 30.3%

Value $224M Shares 7,000,000 Est. Cost $32.63 Unrealized —

PENN PENN NATL GAMING INC 19.1%

Value $142M Shares 6,050,000 Est. Cost $14.16 Unrealized +51.3%

— PINNACLE ENTMT INC NEW 15.8%

Value $117M Shares 5,500,000 Est. Cost $11.24 Unrealized —

— SPIRIT RLTY CAP INC NEW 8.9%

Value $65.99M Shares 7,700,000 Est. Cost $7.41 Unrealized —

— TOWN SPORTS INTL HLDGS INC 8.0%

Value $59.5M Shares 8,500,000 Est. Cost $5.56 Unrealized —

— ZAYO GROUP HLDGS INC 5.8%

Value $43.02M Shares 1,250,000 Est. Cost $34.42 Unrealized —

INSE INSPIRED ENTMT INC 4.5%

Value $33.21M Shares 2,506,500 Est. Cost $9.86 Unrealized +19.4%

— STARS GROUP INC 3.5%

Value $25.63M Shares 1,250,000 Est. Cost $20.50 Unrealized —

KR KROGER CO 2.7%

Value $20.06M Shares 1,000,000 Est. Cost $23.64 Unrealized -20.2%

— FRONTIER COMMUNICATIONS CORP 1.4%

Value $10.02M Shares 850,000 Est. Cost $11.79 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
—	SINCLAIR BROADCAST GROUP INC	7,000,000	$224M	30.3%	$32.63	—	CL A	829226109
PENN	PENN NATL GAMING INC	6,050,000	$142M	19.1%	$14.16	+51.3%	COM	707569109
—	PINNACLE ENTMT INC NEW	5,500,000	$117M	15.8%	$11.24	—	COM	72348Y105
—	SPIRIT RLTY CAP INC NEW	7,700,000	$65.99M	8.9%	$7.41	—	COM	84860W102
—	TOWN SPORTS INTL HLDGS INC	8,500,000	$59.5M	8.0%	$5.56	—	COM	89214A102
—	ZAYO GROUP HLDGS INC	1,250,000	$43.02M	5.8%	$34.42	—	COM	98919V105
INSE	INSPIRED ENTMT INC	2,506,500	$33.21M	4.5%	$9.86	+19.4%	COM	45782N108
—	STARS GROUP INC	1,250,000	$25.63M	3.5%	$20.50	—	COM	85570W100
KR	KROGER CO	1,000,000	$20.06M	2.7%	$23.64	-20.2%	Call	501044101
—	FRONTIER COMMUNICATIONS CORP	850,000	$10.02M	1.4%	$11.79	—	COM NEW	35906A306