Lodge Hill Capital’s MGM Resorts International MGM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-387,000	Closed	-$11.5M	–	22
2025 Q1	$11.5M	Buy	387,000 +112,000	+41%	+$3.32M	2.71%	18
2024 Q4	$9.53M	Buy	+275,000	New	+$9.53M	2.63%	16