What smart money is saying about Hilton Grand Vacations Inc.
2 funds in our archive have pitched Hilton Grand Vacations Inc., most recently 1 Main Capital Partners in September 2026.
Hilton Grand Vacations Inc. develops, markets, sells, manages, and operates the resorts, timeshare plans, and ancillary reservation services under the Hilton Grand Vacations brand in the United States, Japan, and Europe. The company operates through two segments: Real Estate Sales and Financing, and Resort Operations and Club Management segments. The Real Estate Sales and Financing segment market and sells the VOIs, and source VOIs through fee-for-service agreements; and provides consumer financing and services loans. The Resort Operations and Club Management segment manages and operates the clubs which provides exchange, leisure travel, and reservation services, as well as engages in the rental of inventory made available due to ownership exchanges through its club programs, and provides ancillary services including food and beverage, retail and spa at timeshare properties. Hilton Grand Vacations Inc. was founded in 1992 and is headquartered in Orlando, Florida.
Get an email when a fund buys, sells or pitches it
Position history
Between Q2 2026 and Q3 2026, 2 fund letters reported a position in Hilton Grand Vacations Inc., with 1 buy (opened or added).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 0 | 1 |
| Q2 2026 | 1 | 1 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 1 move
- September 2026
“At quarter-end, the Fund’s top five positions were Basic-Fit (BFIT), Hilton Grand Vacations (HGV), International Workplace Group (IWG), KKR & Co (KKR), and Limbach Holdings (LMB).”
Hilton Grand Vacations Inc. - New position1 Main Capital Partners, L.P.June 2026
“Hilton Grand Vacations (HGV) Earlier this year, the Fund initiated a position in Hilton Grand Vacations (HGV), a global timeshare company that develops, markets, sells, manages, and operates timeshare resorts primarily under the Hilton Grand Vacations brand.”
Hilton Grand Vacations Inc.
Fund coverage · 2 theses
- 1 Main Capital PartnersSeptember 2026
Hilton Grand Vacations generates most profit from recurring financing and management fees, and at a sub-5x free cash flow valuation can retire ~20% of shares annually while delevering.
Read the full thesis - 1 Main Capital Partners, L.P.June 2026
Hilton Grand Vacations is a branded timeshare operator with recurring, capital-light cash flows, attractive financing economics, and a depressed valuation that could rerate as FCF compounds.
Read the full thesis
Read every full thesis on Hilton Grand Vacations Inc.
Read all 2 theses in full, with each fund's reasoning, and get unlimited access to the archive.
View plans→