Rovida Investment Management Discloses $10.2 Million Stake in H World Group
Quick Look
- Rovida Investment Management purchased 200,000 shares of H World Group (HTHT) for an estimated $10.2 million, representing 1.26% of its US equity AUM.
- The hotel operator reported strong Q1 results with 11.1% revenue growth and expanding margins.
AI-generated summary
Rovida Investment Management Ltd disclosed a new stake in H World Group Limited (NASDAQ:HTHT), purchasing 200,000 shares in a trade estimated at $10.20 million based on quarterly average pricing, according to a U.S. Securities and Exchange Commission filing dated May 19, 2026. The quarter-end position was valued at $10.06 million, representing 1.26% of the fund's U.S. equity assets under management as of March 31, 2026.
H World Group operates a portfolio of hotel brands including HanTing, JI Hotel, Ibis, Mercure, and Steigenberger. The company ended the first quarter with 13,215 hotels and over 1.3 million rooms in operation, plus a pipeline of 2,894 unopened hotels. First-quarter revenue increased 11.1% year over year to $870 million, while high-margin manachised and franchised revenue jumped 20.3% to $436 million. Operating margin improved to 24.8% as the company shifted toward its asset-light model.
As of May 18, 2026, shares of H World Group were priced at $45.51, marking a 28% one-year gain. The company's revenue is $3.78 billion with net income of $731.13 million and a dividend yield of 4.55%.
Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Boeing, Kratos Defense & Security Solutions, and Nvidia. The Motley Fool recommends Bank Of N.t. Butterfield & Son. The Motley Fool has a disclosure policy.
