MGM
MGM Resorts International · Consumer Discretionary
Consensus score 2/100 · #150 this quarter · tier-weighted across tracked managers
13F filings lag ~45 days; this is current price/volume action on top — a technical read, not a prediction.
Advancing — above a rising 30-week trend with positive relative strength. Weinstein’s buy zone. Based on the 30-week (150-day) moving average + slope, Mansfield relative strength vs SPY, and volume. Technical read, not advice.
Who’s holding it Q1 2026, by position size
| Manager | Position size | Value | Change |
|---|---|---|---|
| Davis Advisors Concentrated | 4.1% | $899M | TRIM |
| Southeastern / Longleaf Deep value | 3.0% | $62M | TRIM |
| Hosking Partners Concentrated | 1.0% | $27M | ADD |
| Markel Group Concentrated | 0.0% | $3M | HOLD |
Position size = share of that manager’s reported long US-equity portfolio. The consensus score weights each holder by quality tier, position size, and whether they were buying or trimming — then discounts very crowded names. It measures agreement among these managers, not expected return.