Eminence Capital’s MGM Resorts International MGM Stock Holding History

Eminence Capital’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
2025 Q1	–	Sell	-2,089,699	Closed	-$72.4M	–	53
2024 Q4	$72.4M	Buy	+2,089,699	New	+$79M	1.11%	40
2020 Q2	–	Sell	-6,314,708	Closed	-$74.5M	–	100
2020 Q1	$74.5M	Buy	+6,314,708	New	+$162M	0.82%	47
2018 Q3	–	Sell	-9,031,968	Closed	-$262M	–	45
2018 Q2	$262M	Buy	9,031,968 +2,099,306	+30%	+$67.8M	3.57%	9
2018 Q1	$243M	Buy	6,932,662 +1,832,662	+36%	+$64.4M	3.62%	8
2017 Q4	$170M	Buy	+5,100,000	New	+$164M	2.6%	18
2015 Q1	–	Sell	-2,700,000	Closed	-$57.7M	–	68
2014 Q4	$57.7M	Buy	+2,700,000	New	+$58.7M	0.84%	49

Other funds holding MGM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAM

Goldentree Asset Management New York $1.69B AUM 10.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Eminence Capital's MGM Position: Q1 2025 in Review

Eminence Capital sold out of MGM Resorts International (MGM) in Q1 2025, closing a stake of 2,089,699 shares — an estimated $72.4M sold.

Eminence Capital first reported a position in MGM in Q4 2014 and held it in 6 quarters. The position peaked at $262M in Q2 2018. 621 funds tracked by Wall St. Rank hold MGM as of Q1 2025.

Eminence Capital reported no remaining MGM Resorts International position as of Q1 2025 after selling out during the quarter.
Eminence Capital sold 2,089,699 MGM Resorts International shares in Q1 2025, an estimated $72.4M.
Eminence Capital first reported a position in MGM Resorts International in Q4 2014 and held it in 6 quarters.
Eminence Capital's MGM Resorts International position peaked at $262M in Q2 2018.
621 funds tracked by Wall St. Rank held MGM Resorts International as of Q1 2025.

Based on Eminence Capital's 13F filing for Q1 2025, filed 15 May 2025.