Industry deep-dive
Lodging
Every super-investor and insider move tracked across 9 tickers in this industry.
Tickers
9
Combined value
$14.19B
Insider net (30d)
$0
Congress trades (30d)
0
Sector consensus moves
Latest portfolios · 2025Q4
Most bought
Tracked managers added or opened
Most sold
Tracked managers trimmed or exited
Biggest lodging books
Top 12 super-investors · 2025Q4
| # | Manager | Sector value |
|---|---|---|
| 1 | Wellington Management | $4.16B |
| 2 | T. Rowe Price | $2.25B |
| 3 | Norges Bank Norway SWF | $1.90B |
| 4 | Ron Baron Baron Capital / BAMCO | $1.76B |
| 5 | Ken Griffin Citadel Advisors | $941M |
| 6 | Bill Ackman Pershing Square | $870M |
| 7 | Jeremy Grantham GMO | $672M |
| 8 | Boykin Curry Eagle Capital | $530M |
| 9 | Renaissance Technologies | $255M |
| 10 | AQR Capital Management | $215M |
| 11 | Steve Cohen Point72 | $174M |
| 12 | Two Sigma Investments | $153M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | HLT | HILTON WORLDWIDE HLDGS INC | $5.59B |
| 2 | MAR | MARRIOTT INTL INC NEW | $4.66B |
| 3 | H | HYATT HOTELS CORP | $2.12B |
| 4 | CHH | CHOICE HOTELS INTL INC | $934.7M |
| 5 | WH | WYNDHAM HOTELS & RESORTS INC | $459.2M |
| 6 | HTHT | HUAZHU GROUP LTD | $232.0M |
| 7 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $156.5M |
| 8 | IHG | INTERCONTINENTAL HOTELS GROU | $36.2M |
| 9 | CVEO | CIVEO CORP CDA | $14.1M |