NYSE · Consumer Discretionary

VAIL RESORTS INC MTN

Vail Resorts, Inc., together with its subsidiaries, operates mountain resorts and regional ski areas in the United States and internationally. It operates in three segments: Mountain, Lodging, and Real Estate. The Mountain segment operates destination mountain resorts and regional ski areas.

Services-Misc. Amusement & Recreation

Company profile

Business mix

  • It operates in three segments: Mountain, Lodging, and Real Estate. The Mountain segment operates destination mountain resorts and regional ski areas.
  • This segment is also involved in ancillary activities, including ski school, dining, and retail/rental operations, as well as real estate brokerage activities.
  • Its lodging segment owns and manages various luxury hotels and condominiums under the RockResorts brand; operates other lodging properties and various condominiums; and offers resort ground transportation services.
  • The Real Estate segment owns, develops, and sells real estate properties. Vail Resorts, Inc. was founded in 1962 and is based in Broomfield, Colorado.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in resorts & casinos?
  • 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 4 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 21.22 FCF 5.92% Buyback 3.27%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 2.0% $647.2M 2026-03-31
Oakmark / Harris Associates Bill Nygren 0.1% $95.7M 2026-03-31
Eminence Capital Ricky Sandler 2.1% $91.6M 2026-03-31
Ariel Investments John Rogers 0.2% $14.4M 2026-03-31

Recent trading changes over the last 1 quarters

Net buyers 4 Last 1 13F filing periods
Net reducers 0 Last 1 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $125.6M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares +17.4% +978,562 / 5,636,915
Oakmark / Harris Associates Bill Nygren 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 4.3% 13F value change +$747,750
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 714,776 Last 1 periods +30,782 (+4.3%) Total shares 745,558 Value $95.7M
Baron Capital Ron Baron 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 4.9% 13F value change +$8.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 4,809,928 Last 1 periods +233,605 (+4.9%) Total shares 5,043,533 Value $647.2M
Eminence Capital Ricky Sandler 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$91.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 1 periods +714,077 (New) Total shares 714,077 Value $91.6M
Ariel Investments John Rogers 1 filing periods
13F 2026-03-31 Filed 2026-05-14
Minor increase Shares 0.1% 13F value change -$490,130
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 112,211 Last 1 periods +98 (+0.1%) Total shares 112,309 Value $14.4M

Recent mentions

No public mentions.