Multiple Factors Lifted MGM Resorts International (MGM) in Q2
Longleaf Partners, managed by Southeastern Asset Management, released its second-quarter 2026 investor letter for its “Partners Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Hosking Partners Jeremy Hosking | 710,946 | $33,990,328 | -4% | 1.13% |
| 2. | Diamond Hill Capital Ric Dillon | 204,873 | $9,794,978 | -5% | 0.08% |
| 3. | Levin Capital Strategies John A. Levin | 192,463 | $9,201,656 | +24% | 0.62% |
| 4. | Walleye Capital Will England | 100,246 | $4,792,761 | +866% | 0.02% |
| 5. | Markel Gayner Asset Management Tom Gayner | 87,500 | $4,183,375 | 0.03% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $37.13 | 450,000 | $16,708,500.00 | 66,822,350 | 2026-03-24 | Filing | |
| $37.30 | 550,000 | $20,515,000.00 | 66,372,350 | 2026-03-23 | Filing | |
| $36.30 | 1,098,748 | $39,884,552.40 | 65,822,350 | 2025-12-05 | Filing | |
| $32.17 | 10,000 | $321,700.00 | 75,648 | 2025-03-06 | Filing | |
| $33.80 | 147,500 | $4,986,090.00 | 1,702,500 | 2024-08-05 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $38.44 | 6,675 | $256,587.00 | 0 | 2026-05-22 | Filing | |
| $34.27 | 37,500 | $1,285,125.00 | 5,347,978 | 2026-03-09 | Filing | |
| $36.12 | 60,000 | $2,167,170.00 | 31,521 | 2025-09-15 | Filing | |
| $35.42 | 242,000 | $8,571,640.00 | 5,385,478 | 2025-09-11 | Filing | |
| $32.50 | 366 | $11,895.00 | 5,627,478 | 2025-06-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 9,330,416 | $451,662,390 | 4.66% | |
| 2. | 1,748,416 | $83,591,770 | 0.74% | |
| 3. | 1,598,531 | $76,425,755 | 0.01% | |
| 4. | 996,455 | $47,640,514 | 0.02% | |
| 5. | 599,485 | $28,661,378 | 0.51% |