MGM
Mgm Resorts International
5 super-investors hold MGM worth a combined $974M. The largest position: Christopher Davis at 4.1% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 32 — ranked #300 of 724 scored stocks.
Why super-investors own MGM
Christopher Davis dominates the cohort's $974M combined position, holding $899M at 4.1% of his portfolio — making this essentially a Davis thesis with modest satellites from Mason Hawkins ($62M, 3.0%) and token positions from Gayner, Greenblatt, and Dodge & Cox. Activity was flat across the board in 2026Q1, with no adds, trims, or exits recorded. The longer ownership trend is notable: cohort participation peaked at two holders several quarters ago before dropping to one, then recovering to five — though the jump likely reflects small new entrants rather than broad conviction. Interest appears stable rather than building, with the position essentially anchored by Davis and showing no momentum in either direction among the wider cohort.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q4 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (5) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Christopher Davis | 4.1% | 11q | $899M | 24,295,338 |
| 2 | Mason Hawkins | 3.0% | 23q | $62M | 1,662,961 |
| 3 | Joel Greenblatt | <0.1% | 39q | $10M | 265,453 |
| 4 | Thomas Gayner | <0.1% | 6q | $3M | 87,500 |
| 5 | Dodge & Cox Funds | 0.0% | 6q | $241K | 6,500 |
Owners of MGM also hold
Long US equity 13F-HR filings only. CUSIP 552953101. Not investment advice.