CUSIP 552953101
MGM
latest 13F · 2026-Q1
Recent filings
47
Fund-manager holders (13F)
5
Last activity
Mar 31, 2026
Price chart
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What they're saying
Letter2Q26 Partners Fund Commentary
Mason HawkinsLongleaf warns markets have reached speculative extremes, with CAPE at historic highs and AI-driven multiples disconnecting from real FCF.
“MGM Resorts – The related group of digital and print publisher People Inc. and hospitality and entertainment company MGM Resorts both contributed positively during the quarter.”
Jun 30, 2026
Letter4Q25 Partners Fund Commentary
Mason HawkinsSoutheastern warns late-bull momentum mirrors 1987/1999, while portfolio shifts to ~45% defensive/cash weighting.
“Casino operator MGM Resorts had a relatively weaker 2025 in Las Vegas due to difficult comparisons after multiple years of strength.”
Dec 31, 2025
Letter3Q25 Partners Fund Commentary
Mason HawkinsLongleaf warns Mag 7 valuations are disconnected from FCF growth, while its own portfolio trades at ~10x FCF with multiple catalysts ahead.
“after deducting the market value for IAC's holding in MGM, we are getting the rest of IAC for free. We expect increased management urgency on value realization at both companies”
Sep 30, 2025
Smart-money holders
| Investor | Shares | Market value | % of portfolio | Quarter |
|---|---|---|---|---|
| Cliff Asness | 3,184,031 | $116.0M | — | 2026-Q1 |
| Mason Hawkins | 1,662,961 | $61.5M | — | 2026-Q1 |
| Markel | 87,500 | $3.2M | — | 2026-Q1 |
| Bridgewater Associates |
Recent flows
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