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 | $197,928,666 | -1% | 7.87% |
| 2. | GoldenTree Asset Management Steven Tananbaum | 4,771,865 | $176,606,724 | +1% | 10.47% |
| 3. | Point72 Asset Management Steve Cohen | 4,262,249 | $157,745,835 | 0.2% | |
| 4. | AQR Capital Management Cliff Asness | 3,184,031 | $115,962,391 | -57% | 0.05% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 2,173,470 | $80,440,125 | -70% | 0.04% |
| 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. | 1,748,416 | $83,591,770 | 0.74% | |
| 2. | 119,256 | $5,701,629 | 0.03% | |
| 3. | 109,260 | $5,223,720 | 2.47% | |
| 4. | 93,708 | $4,480,179 | 0.09% | |
| 5. | 79,302 | $3,717,687 | 0.01% |