What smart money is saying about Park Hotels & Resorts
1 fund in our archive has pitched Park Hotels & Resorts — most recently Aegis Value Fund in June 2026.
Park Hotels & Resorts Inc. operates as the second-largest publicly traded real estate investment trust (REIT) focused on the lodging sector. It manages a diversified collection of 60 premium-branded hotels and resorts, which are market leaders and possess considerable underlying real estate value. These properties include over 33,000 guest rooms, predominantly situated in prime urban centers and popular resort destinations.
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Position history
Every position in Park Hotels & Resorts on record in the archive was reported in Q2 2026, across 2 fund letters — 1 opened or added to the position, 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 1 | 1 | 1 |
Fund activity · 2 positions · 2 moves
- June 2026
“We purchased two positions during the quarter: Badger Meter Inc. and TPG Inc. We sold one position during the quarter: Park Hotels and Resorts Inc.”
Read the letterPark Hotels & Resorts - New positionAegis Value FundJune 2026
“In the first half, the Fund also built positions in select hotel REITs, as well as Jet2 plc (JET2-L), and Harley Davidson (HOG), all at modest prices compared to tangible book value. Within hotel REITs, we continued to build our position in RLJ Lodging Trust (RLJ) and initiated a new position in Park Hotels & Resorts (PK), complementing our position in Chatham Lodging Trust (CLDT) established late last year.”
Read the letterPark Hotels & Resorts
Fund coverage · 1 thesis
- Aegis Value FundJune 2026
Park Hotels & Resorts is held for its discount to replacement cost and favorable hotel demand and supply fundamentals.
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