LHC
MGM icon

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

Lodge Hill 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
Q2 		– Sell
-387,000
Closed -$11.5M – 22
2025
Q1 		$11.5M Buy
387,000
+112,000
+41% +$3.76M 2.71% 18
2024
Q4 		$9.53M Buy
+275,000
New +$10.4M 2.63% 16

Other funds holding MGM

DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
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
GAM
Goldentree Asset Management New York $1.69B AUM 10.69% 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

Lodge Hill Capital's MGM Position: Q2 2025 in Review

Lodge Hill Capital sold out of MGM Resorts International (MGM) in Q2 2025, closing a stake of 387,000 shares — an estimated $11.5M sold.

Lodge Hill Capital first reported a position in MGM in Q4 2024 and held it in 2 quarters. The position peaked at $11.5M in Q1 2025. 621 funds tracked by Wall St. Rank hold MGM as of Q2 2025.

  • Lodge Hill Capital reported no remaining MGM Resorts International position as of Q2 2025 after selling out during the quarter.
  • Lodge Hill Capital sold 387,000 MGM Resorts International shares in Q2 2025, an estimated $11.5M.
  • Lodge Hill Capital first reported a position in MGM Resorts International in Q4 2024 and held it in 2 quarters.
  • Lodge Hill Capital's MGM Resorts International position peaked at $11.5M in Q1 2025.
  • 621 funds tracked by Wall St. Rank held MGM Resorts International as of Q2 2025.

Based on Lodge Hill Capital's 13F filing for Q2 2025, filed 13 Aug 2025.