Dave & Buster's Entertainmen (PLAY) SEC 13F Holdings (Q2 2026) — Net Institutional Activity: $75.4M

PLAY ranks #3348 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

174 institutions disclose a position in PLAY, but none treat it as a major bet — even Hill Path Capital LP, its most concentrated holder, allocates just 4.2% of its own portfolio to it.

Hrt Financial LP has added to its PLAY position for two straight quarters, increasing it by $6.5M to reach $7.1M today.

Patient Capital Management, LLC has trimmed its PLAY position for two straight quarters, cutting it by $24.6M while still holding $2.3M.

PLAY is up 10.5% today, and institutions have been net buyers of $75.4M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

PLAY reported a net loss of $64.7M over the trailing twelve months.

• Not yet profitable — net loss of $64.7M over the trailing twelve months
• Revenue declined 1.8% year over year
• Net income declined year over year, from $58.3M to -$64.7M
• Generated $290.8M in positive operating cash flow
• Current ratio of 0.29x — below the conventional 1.5x liquidity buffer
• Liabilities run 45.14x equity — a highly leveraged balance sheet worth noting