HG Vora Capital Management’s MGM Growth Properties LLC Class A common shares representing limited liability company interests MGP Stock Holding History

HG Vora Capital Management’s Portfolio MGP Stock Details MGP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,500,000	Closed	-$47M	–	35
2020 Q4	$47M	Sell	1,500,000 -1,000,000	-40%	-$29.8M	3.64%	9
2020 Q3	$70M	Buy	+2,500,000	New	+$69.5M	5.27%	5

Other funds holding MGP

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

HG Vora Capital Management's MGP Position: Q1 2021 in Review

HG Vora Capital Management sold out of MGM Growth Properties LLC Class A common shares representing limited liability company interests (MGP) in Q1 2021, closing a stake of 1,500,000 shares — an estimated $47M sold.

HG Vora Capital Management first reported a position in MGP in Q3 2020 and held it in 2 quarters. The position peaked at $70M in Q3 2020. 269 funds tracked by Wall St. Rank hold MGP as of Q1 2021.

HG Vora Capital Management reported no remaining MGM Growth Properties LLC Class A common shares representing limited liability company interests position as of Q1 2021 after selling out during the quarter.
HG Vora Capital Management sold 1,500,000 MGM Growth Properties LLC Class A common shares representing limited liability company interests shares in Q1 2021, an estimated $47M.
HG Vora Capital Management first reported a position in MGM Growth Properties LLC Class A common shares representing limited liability company interests in Q3 2020 and held it in 2 quarters.
HG Vora Capital Management's MGM Growth Properties LLC Class A common shares representing limited liability company interests position peaked at $70M in Q3 2020.
269 funds tracked by Wall St. Rank held MGM Growth Properties LLC Class A common shares representing limited liability company interests as of Q1 2021.

Based on HG Vora Capital Management's 13F filing for Q1 2021, filed 14 May 2021.