Hilton Grand Vacations (HGV) Turns Discounts in to Opportunity
1 Main Capital, a boutique investment firm, recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Iridian Asset Management David Cohen And Harold Levy | 460,596 | $24,121,413 | -6% | 8.29% |
| 2. | Walleye Capital Will England | 2,940 | $153,968 | +307% | 0% |
| 3. | 2,600 | $136,162 | 0% | ||
| 4. | 1,800 | $94,266 | 0% | ||
| 5. | Bayforest Capital Theodoros Tsagaris | 1,627 | $85,206 | 0.08% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $46.07 | 5,425 | $249,945.48 | 36,022 | 2024-03-04 | Filing | |
| $48.49 | 5,150 | $249,723.50 | 62,527 | 2022-03-07 | Filing | |
| $27.50 | 10,000 | $274,950.00 | 72,348 | 2019-05-13 | Filing | |
| $28.54 | 7,000 | $199,753.40 | 43,135 | 2018-12-10 | Filing | |
| $31.91 | 16,000 | $510,544.00 | 328,481 | 2018-08-15 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $46.90 | 20,691 | $970,407.90 | 47,924 | 2026-08-06 | Filing | |
| $51.93 | 190,813 | $9,908,919.09 | 904,241 | 2026-05-28 | Filing | |
| $47.03 | 11,405 | $536,377.15 | 68,615 | 2026-05-21 | Filing | |
| $48.00 | 21,502 | $1,032,096.00 | 80,020 | 2026-05-21 | Filing | |
| $46.69 | 5,595 | $261,202.58 | 14,080 | 2026-05-19 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 509,817 | $26,699,117 | 0.01% | |
| 2. | 358,024 | $18,749,716 | 0% | |
| 3. | 141,513 | $7,411,036 | 0.03% | |
| 4. | 140,033 | $7,333,502 | 0% | |
| 5. | 109,529 | $5,736,034 | 0.3% |