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Davis Selected Advisers’s MGM Resorts International MGM Stock Holding History

Davis Selected Advisers’s Portfolio MGM Stock Details MGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$899M Sell
24,295,338
-2,524,864
-9% -$89.9M 4.13% 6
2025
Q4 		$979M Buy
26,820,202
+2,866,750
+12% +$97.3M 4.4% 6
2025
Q3 		$830M Buy
23,953,452
+132,343
+0.6% +$4.86M 4.33% 6
2025
Q2 		$819M Buy
23,821,109
+3,006,052
+14% +$95.3M 4.38% 5
2025
Q1 		$617M Buy
20,815,057
+894,344
+4% +$30.1M 3.56% 9
2024
Q4 		$690M Buy
19,920,713
+882,417
+5% +$33.4M 4.01% 7
2024
Q3 		$744M Buy
19,038,296
+7,126,737
+60% +$282M 4.17% 7
2024
Q2 		$529M Buy
11,911,559
+16,280
+0.1% +$680K 3.07% 12
2024
Q1 		$562M Buy
11,895,279
+1,563,170
+15% +$68.4M 3.15% 12
2023
Q4 		$462M Buy
10,332,109
+486,764
+5% +$19.1M 2.61% 14
2023
Q3 		$362M Buy
+9,845,345
New +$435M 2.27% 18

Other funds holding MGM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Davis Selected Advisers's MGM Position: Q1 2026 in Review

Davis Selected Advisers reduced its MGM Resorts International (MGM) stake by 9.4% in Q1 2026, selling an estimated $89.9M and leaving 24,295,338 shares worth $899M. The position accounts for 4.13% of the portfolio, ranked #6.

Davis Selected Advisers first reported a position in MGM in Q3 2023 and has held it in 11 quarters since. The position peaked at $979M in Q4 2025. 608 funds tracked by Wall St. Rank hold MGM as of Q1 2026.

  • Davis Selected Advisers held 24,295,338 shares of MGM Resorts International worth $899M as of Q1 2026.
  • Davis Selected Advisers sold 2,524,864 MGM Resorts International shares in Q1 2026, an estimated $89.9M.
  • MGM Resorts International made up 4.13% of Davis Selected Advisers's portfolio in Q1 2026, its #6 holding.
  • Davis Selected Advisers first reported a position in MGM Resorts International in Q3 2023 and has held it in 11 quarters since.
  • Davis Selected Advisers's MGM Resorts International position peaked at $979M in Q4 2025.
  • 608 funds tracked by Wall St. Rank held MGM Resorts International as of Q1 2026.

Based on Davis Selected Advisers's 13F filing for Q1 2026, filed 7 May 2026.