Bridger Management’s Melco Resorts & Entertainment MLCO Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.97M	Hold	522,966	–	–	2.32%	19
2025 Q4	$3.96M	Hold	522,966	–	–	2.55%	18
2025 Q3	$4.8M	Hold	522,966	–	–	2.58%	20
2025 Q2	$3.78M	Sell	522,966 -441,678	-46%	-$2.57M	2.23%	20
2025 Q1	$5.08M	Buy	964,644 +610,100	+172%	+$3.44M	2.53%	17
2024 Q4	$2.05M	Sell	354,544 -629,150	-64%	-$4.24M	1.1%	19
2024 Q3	$7.66M	Hold	983,694	–	–	3.83%	11
2024 Q2	$7.34M	Buy	983,694 +118,600	+14%	+$896K	3.78%	11
2024 Q1	$6.24M	Buy	865,094 +650,331	+303%	+$5.22M	2.81%	15
2023 Q4	$1.9M	Sell	214,763 -1,750,359	-89%	-$14.3M	0.73%	25
2023 Q3	$19.4M	Hold	1,965,122	–	–	7.12%	3
2023 Q2	$24M	Buy	1,965,122 +261,300	+15%	+$3.23M	7.96%	2
2023 Q1	$21.7M	Buy	1,703,822 +360,522	+27%	+$4.64M	8.06%	4
2022 Q4	$15.4M	Buy	1,343,300 +1,143,300	+572%	+$9.28M	6.24%	6
2022 Q3	$1.33M	Buy	+200,000	New	+$1.1M	0.4%	37