MGM MGM Resorts International

Ownership history in SOUTHEASTERN ASSET MANAGEMENT INC/TN/  ·  22 quarters on record

AI Ownership Summary

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported MGM Resorts International (MGM) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.32% in 2024 Q2. The latest visible filing shows MGM at 3.30% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MGM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s position in MGM Resorts International, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MGM was reported at 3.30% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.32% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How SOUTHEASTERN ASSET MANAGEMENT INC/TN/ held MGM — position size vs. price
% of Fund (quarterly)    MGM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,033,369 +285,367 +16.3% 3.30% $74.2M 2026-02-14 (Est.) $34.14
2025 Q3 REDUCED 1,748,002 -27,102 -1.5% 3.09% $60.6M 2025-11-14 $32.47
2025 Q2 REDUCED 1,775,104 -153,859 -8.0% 3.08% $61.0M 2025-08-14 $36.33
2025 Q1 REDUCED 1,928,963 -480,184 -19.9% 3.05% $57.2M 2025-05-15 $34.39
2024 Q4 ADDED 2,409,147 +211,245 +9.6% 3.94% $83.5M 2025-02-14 $39.81
2024 Q3 REDUCED 2,197,902 -35,056 -1.6% 4.05% $85.9M 2024-11-14 $37.52
2024 Q2 ADDED 2,232,958 +207,041 +10.2% 4.32% $99.2M 2024-08-14 $38.08
2024 Q1 REDUCED 2,025,917 -461,656 -18.6% 3.67% $95.6M 2024-05-15 $41.55
2023 Q4 REDUCED 2,487,573 -84,732 -3.3% 4.27% $111.1M 2024-02-14 $42.80
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SOUTHEASTERN ASSET MANAGEMENT INC/TN/ and MGM

These are the practical questions this page is built to answer before you even open the full history table.

How long has SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported owning MGM?

SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported MGM across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MGM position in SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s portfolio?

The largest reported portfolio weight for MGM was 4.32% in 2024 Q2.

What is the latest reported MGM position on this page?

The most recent filing on this page is 2025 Q4, when SOUTHEASTERN ASSET MANAGEMENT INC/TN/ reported 2,033,369 shares, equal to 3.30% of portfolio, with an estimated market value of $74.2M.

What does the chart on this MGM ownership page compare?

The chart compares SOUTHEASTERN ASSET MANAGEMENT INC/TN/'s quarterly MGM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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