CEO Josh Weinstein and CFO David Bernstein have repeatedly exceeded guidance in 2025, improved leverage metrics to investment‑grade thresholds, and moved to streamline governance by proposing unification of the dual‑listed structure. Execution on destination development (Celebration Key) and cost control underpins credibility.
Not founder‑led and with limited insider ownership compared to our highest‑conviction compounders, but performance trajectory is positive.







