Holdings
Select Leisure Portfolio
As of May 31, 2026, Select Leisure Portfolio reported 32 positions worth US$471M. Largest: Hilton Worldwide Holdings Inc., Booking Holdings Inc. Common Stock and Mcdonald's Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Hilton Worldwide Holdings Inc. | 146K | US$47.8M | −22,500 | May 31, 2026 |
| Booking Holdings Inc. Common Stock | 254K | US$42.5M | +242K | May 31, 2026 |
| Mcdonald's Corporation | 134K | US$37.5M | −8,099 | May 31, 2026 |
| Starbucks Corporation | 374K | US$37.1M | −125K | May 31, 2026 |
| Marriott International | 98,625 | US$37M | +75,400 | May 31, 2026 |
| Carnival Corporation Ltd. | 1.1M | US$30.9M | +109K | May 31, 2026 |
| Expedia Group, Inc. | 134K | US$30.3M | +4,700 | May 31, 2026 |
| Viking Holdings Ltd | 282K | US$26M | +104K | May 31, 2026 |
| Royal Caribbean Cruises Ltd. | 79,300 | US$22.6M | +60,900 | May 31, 2026 |
| Wynn Resorts, Limited | 211K | US$21.4M | +3,000 | May 31, 2026 |