Industry deep-dive
Lodging
Every super-investor and insider move tracked across 9 tickers in this industry.
Tickers
9
Combined value
$2.61T
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 | Howard Marks Oaktree Capital | $46.54B |
| 2 | Wellington Management | $4.16B |
| 3 | T. Rowe Price | $2.25B |
| 4 | Norges Bank Norway SWF | $1.90B |
| 5 | Ron Baron Baron Capital / BAMCO | $1.76B |
| 6 | Ken Griffin Citadel Advisors | $1.23B |
| 7 | Bill Ackman Pershing Square | $870M |
| 8 | Jeremy Grantham GMO | $672M |
| 9 | Boykin Curry Eagle Capital | $530M |
| 10 | Renaissance Technologies | $255M |
| 11 | AQR Capital Management | $215M |
| 12 | Steve Cohen Point72 | $188M |
Constituent tickers
| # | Ticker | Company | Value |
|---|---|---|---|
| 1 | MAR | MARRIOTT INTL INC NEW | $966.35B |
| 2 | HLT | HILTON WORLDWIDE HLDGS INC | $888.58B |
| 3 | HTHT | HUAZHU GROUP LTD | $416.65B |
| 4 | WH | WYNDHAM HOTELS & RESORTS INC | $147.82B |
| 5 | H | HYATT HOTELS CORP | $142.26B |
| 6 | CHH | CHOICE HOTELS INTL INC | $49.10B |
| 7 | ATAT | ATOUR LIFESTYLE HLDGS LTD | $1.02B |
| 8 | IHG | INTERCONTINENTAL HOTELS GROU | $937.7M |
| 9 | CVEO | CIVEO CORP CDA | $444.6M |