Position in MGM
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,928,325
-$421,838 QoQ
Shares Held
133,162
-9.2% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.3792373199561436.ToString("F0")%
Shared 0.ToString("F0")%
None 99.62076268004387.ToString("F0")%
Common Shares in MGM Over Time
Shares Held
Position Value (USD)
Derivatives in MGM
reported options exposure · as of Sep 30, 2021CallValue
$8,630
CallShares
200
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Resorts & Casinos
Consumer Cyclical · as of Mar 31, 2026Creative Planning holds $35,873,076 across 13 Resorts & Casinos names. MGM ranks #4 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BYD |
Boyd Gaming Corp
|
96,886 | $7,962,091 | |
| 2 | LVS |
Las Vegas Sands Corp
|
128,151 | $6,904,775 | |
| 3 | MCRI |
Monarch Casino & Resort Inc
|
54,606 | $5,220,333 | |
| 4 | MGM |
MGM Resorts International
This page
|
133,162 | $4,928,325 | |
| 5 | RRR |
Red Rock Resorts, Inc.
|
41,522 | $2,215,613 | |
| 6 | CZR |
Caesars Entertainment, Inc.
|
59,026 | $1,560,057 | |
| 7 | GDEN |
NEW ROYAL HOLDCO I INC.
|
58,430 | $1,559,496 | |
| 8 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
23,750 | $1,546,600 |
All Filings in MGM
Export CSV
31 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,928,325 | 133,162 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $5,350,163 | 146,620 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,299,859 | 152,910 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $3,260,687 | 94,815 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,793,214 | 94,238 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,554,570 | 73,725 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,036,588 | 77,682 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $3,183,763 | 71,642 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,077,949 | 65,197 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,918,809 | 65,327 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $2,410,499 | 65,574 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,646,647 | 37,492 | Shares | Defined | 2023-07-21 | |
| 2023-03-31 | $1,690,180 | 38,050 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,078,693 | 32,171 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $761,575 | 25,625 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $750,007 | 25,907 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,588,243 | 61,713 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,280,324 | 73,091 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,186,239 | 73,841 | Shares | Sole | 2021-11-10 | |
| 2021-09-30 | $8,630 | 200 | Call | Sole | 2021-11-10 | |
| 2021-06-30 | $3,210,947 | 75,286 | Shares | Sole | 2021-08-04 | |
| 2021-06-30 | $8,530 | 200 | Call | Sole | 2021-08-04 | |
| 2021-03-31 | $3,554,800 | 93,572 | Shares | Sole | 2021-04-30 | |
| 2021-03-31 | $3,799 | 100 | Call | Sole | 2021-04-30 | |
| 2020-12-31 | $3,151 | 100 | Call | Sole | 2021-01-29 | |
| 2020-12-31 | $2,592,107 | 82,263 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,175 | 100 | Call | Sole | 2020-11-05 | |
| 2020-09-30 | $4,586,966 | 210,895 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,680 | 100 | Call | Sole | 2020-07-23 | |
| 2020-06-30 | $2,848,675 | 169,564 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $312,735 | 26,503 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||