LongPKJul 2026
Park Hotels & Resorts Inc.
Aegis initiated Park Hotels & Resorts as part of its hotel-REIT value basket. The fund believes the shares were trading at a steep discount to replacement cost while the 2026…
PK
Which hedge funds are long PK?
2 published ideas on Park Hotels & Resorts Inc. across 2 funds — 2 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Park Hotels & Resorts Inc.: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
Long theses
LongPKJul 2026
Park Hotels & Resorts Inc.
Aegis initiated Park Hotels & Resorts as part of a broader hotel REIT opportunity. The fund believes hotel REITs were trading at steep discounts to replacement cost ahead of a…