← Holdings
MGM

MGM RESORTS INTERNATIONAL

2 managers · $90M total
Data: SEC EDGAR 13F · 2026Q2
Manager holders · last 5 qtrsⓘ
2
2025Q2 – 2026Q2 · flat QoQ
Total position
$90M
Combined value across tracked managers
Net move this quarter
↓ Trimming
Weighted by holders' share change
HolderQ actionValue% of port.Style
SoutheasternⓘTrim-29.67%$56M2.92%Deep value / Concentrated
HoskingⓘTrim-3.12%$34M1.13%Contrarian value / Global diversified
What managers sayⓘ
2026-06-30Southeastern Asset ManagementBull2Q26 Global Fund CommentaryDetail →
2026-03-31Southeastern Asset ManagementBull1Q26 Partners Fund CommentaryDetail →
2026-03-31Southeastern Asset ManagementBull1Q26 Global Fund CommentaryDetail →
2025-12-31Southeastern Asset ManagementBull4Q25 Partners Fund CommentaryDetail →
2025-12-31Southeastern Asset ManagementBull4Q25 Global Fund CommentaryDetail →
2025-09-30Southeastern Asset ManagementBull3Q25 Partners Fund CommentaryDetail →
2025-09-30Southeastern Asset ManagementBull3Q25 Global Fund CommentaryDetail →
2025-09-23Colossus (Invest Like the Best / Business Breakdowns)BullBarry Diller - Building An Entertainment Empire - [Invest Like the Best, EP.441]Detail →
Earnings Callsⓘ

No earnings call data yet

FinancialsⓘFY2025 · Source: SEC EDGAR 10-K

5y revenue CAGR 16% · latest net margin 1.2% · FCF consistently positive

Revenue$17.5B
Rev. YoY+1.7%
Gross margin—
Net margin1.2%
Net income$0.21B
Free cash flow$1.46B
Operating cash flow$2.53B
ROE8.5%

Source: SEC EDGAR company filings (10-K). Foreign issuers (20-F/IFRS) not yet covered.