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. | Corvex Capital Keith Meister | 5,347,978 | $255,686,828 | 7.81% | |
| 2. | AQR Capital Management Cliff Asness | 2,045,872 | $97,813,141 | -36% | 0.03% |
| 3. | Balyasny Asset Management Dmitry Balyasny | 1,244,866 | $59,517,043 | +249% | 0.07% |
| 4. | GoldenTree Asset Management Steven Tananbaum | 909,457 | $43,481,139 | -81% | 2.53% |
| 5. | Hosking Partners Jeremy Hosking | 710,946 | $33,990,328 | -4% | 1.13% |
| 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. | 23,903,317 | $1,142,790,561 | 4.91% | |
| 2. | 12,640,448 | $604,339,835 | 0.01% | |
| 3. | 12,157,125 | $581,232,146 | 0.01% | |
| 4. | 9,330,416 | $451,662,390 | 4.66% | |
| 5. | 8,266,676 | $395,229,780 | 0.02% |