What smart money is saying about United Parks and Resorts
2 funds in our archive have pitched United Parks and Resorts, most recently Voss Capital in September 2025.
United Parks & Resorts Inc., together with its subsidiaries, operates as a theme park and entertainment company in the United States. It operates SeaWorld theme parks in Orlando, Florida; San Antonio, Texas; and San Diego, California, as well as Busch Gardens theme parks in Tampa, Florida, and Williamsburg, Virginia. The company also operates water park attractions in Orlando, Florida; San Antonio, Texas; San Diego, California; Chula Vista, California; Tampa, Florida; and Williamsburg, Virginia. In addition, it operates a reservations-only theme park in Orlando, Florida and a park in Langhorne, Pennsylvania. The company operates a portfolio of twelve theme parks under the SeaWorld, Busch Gardens, Aquatica, Discovery Cove, Water Country USA, Adventure Island, and Sesame Place brands. The company was formerly known as SeaWorld Entertainment, Inc. and changed its name to United Parks & Resorts Inc. in February 2024. SeaWorld Entertainment, Inc. was founded in 1959 and is headquartered in Orlando, Florida.
Get an email when a fund buys, sells or pitches it
Position history
Between Q2 2025 and Q3 2025, 1 fund letter reported a position in United Parks and Resorts, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2025 | 1 | 0 | 0 | 1 |
| Q2 2025 | 0 | 0 | 0 | 1 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- HoldsSilver BeechSeptember 2025
“Fund Holdings: Name Ticker Sector Description Energy Transfer ET Energy (Midstream) Leading owner of U.S. energy infrastructure assets that treat, transport, store, and export hydrocarbons. Fairfax Financial FFH Insurance (P&C) Holding company primarily comprised of property and casualty insurers and reinsurers. First Industrial FR Real Estate Industrial REIT owner, developer, and operator of 70M+ square feet of U.S.-only industrial logistics real estate. Flagship Communities MHC Real Estate Manufactured housing REIT owner and operator of 82 communities focused on midwestern and southern states. Goeasy GSY Credit Services Canadian consumer finance company focused on lending and leasing to non-prime consumers. Greenfire Resources GFR Energy (E&P) Small oil sands producer in Athabasca, Western Canada, with long-life, low-decline oil assets & attractive reserves. Plymouth Industrial PLYM Real Estate Industrial REIT owner, developer, and operator of 30M+ square feet of U.S.-only industrial logistics real estate. Rentokil Initial RTO Pest Services Leading U.S. provider of pest and hygiene services. Owner of Rentokil, Initial, and Terminix brands. Southwest Gas SWX Utilities (Regulated) U.S. regulated natural gas utility serving over 2 million customers in Arizona, Nevada, and California. United Parks & Resorts PRKS Theme Parks U.S. owner/operator of 12 theme parks including SeaWorld, Busch Gardens, Aquatica, and Sesame Place.”
United Parks and Resorts
Fund coverage · 2 theses
- Voss CapitalSeptember 2025
PRKS is undervalued at $30/share with strong upside potential from buybacks and owned real estate, despite current challenges.
Read the full thesis - Voss CapitalJune 2025
PRKS is showing positive attendance growth and potential earnings growth, supported by a $500 million share repurchase, leading to a base case price target of $76 per share.
Read the full thesis
Read every full thesis on United Parks and Resorts
Read all 2 theses in full, with each fund's reasoning, and get unlimited access to the archive.
View plans→