NYSE · Consumer Discretionary

Hyatt Hotels Corp Cl A H

Hyatt Hotels Corporation operates as a hospitality company in the United States and internationally. It operates through Management and Franchising, Owned and Leased, and Distribution segments. The company develops, owns, operates, manages, franchises, leases, and licenses a portfolio of properties, consisting of full-service hotels and resorts, select service hotels, and other properties, including timeshare, fractional, and other forms of residential and vacation units.

Hotels/Resorts

Company profile

Business mix

  • It operates through Management and Franchising, Owned and Leased, and Distribution segments.
  • It operates its properties under the Park Hyatt, Alila, Miraval, Impression by Secrets, The Unbound Collection by Hyatt, Andaz, Thompson Hotels, The Standard, Dream Hotels, The StandardX, Breathless Resorts & Spas, JdV by Hyatt, Bunkhouse Hotels.
  • The company also offers Homes & Hideaways by World of Hyatt, a short-term vacation rental platform that features direct booking for short-term private home rentals in the United States, as well as distribution and destination management services.
  • It serves corporations; national, state, and regional associations; specialty market accounts.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in lodging?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE N/A FCF 0.62% Buyback 5.31%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 2.8% $911.9M 2026-03-31

Recent trading changes over the last 4 quarters

Net buyers 2 Last 4 13F filing periods
Net reducers 0 Last 4 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $80.8M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +9.7% +562,218 / 5,788,963
Baron Capital Ron Baron 4 filing periods
13F 2025-06-30 Filed 2025-08-14
Minor increase Shares 2.9% 13F value change +$122.5M
13F 2025-09-30 Filed 2025-11-14
Minor increase Shares 2.7% 13F value change +$36.5M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -0.2% 13F value change +$110.9M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 3.9% 13F value change -$67.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 5,788,963 Last 4 periods +552,710 (+9.5%) Total shares 6,341,673 Value $911.9M
Southeastern Asset Management Mason Hawkins 3 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$47.9M
13F 2025-06-30 Filed 2025-08-14
Major reduction Shares -21.6% 13F value change -$5.1M
13F 2025-09-30 Filed 2025-11-14
Major reduction Shares -96.9% 13F value change -$41.5M
Settlement As of 13F 2025-09-30 · Filed 2025-11-14
Base shares 0 Last 4 periods +9,508 (New) Total shares 9,508 Value $1.3M

Recent mentions

No public mentions.