§ HOTELS, RESTAURANTS & LEISURE
USD · Hotels, Restaurants & LeisurePLAY
DAVE & BUSTER'S ENTERTAINMEN
USDSector · Hotels, Restaurants & LeisureBeta · 1.86
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
93 increased/new, 59 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 7.39 | EPS (TTM) | -1.87 |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| Hill Path Capital LP | 7.1M | 5.6% | ±0% |
| NOMURA HOLDINGS INC | 2.4M | 0.1% | ±0% |
| EMINENCE CAPITAL, LP | 2.3M | 0.6% | ±0% |
| BlackRock, Inc. | 2.2M | 0.0% | −48% |
| Morgan Stanley | 1.6M | 0.0% | n/a |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1.5M | 0.0% | +45% |
◇ AC INTELLIGENCE
Top institutional owners for PLAY as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER87.0% · 0 holders
OTHER7.0% · 126 holders
DEALER / BANK2.9% · 24 holders
PASSIVE / INDEX1.1% · 8 holders
SYSTEMATIC / QUANT0.6% · 9 holders
INCOME / DEFENSIVE0.5% · 11 holders
TACTICAL / MACRO0.4% · 3 holders
QUALITY / COMPOUNDER0.2% · 9 holders
ACTIVIST0.2% · 1 holder
DEEP VALUE0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for PLAY in the last 180 days.