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…
PK
1 published idea on Park Hotels & Resorts Inc. across 1 fund — 1 long and 0 short.
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Park Hotels & Resorts: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
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…