JANUS HENDERSON GROUP PLC
Position in VAC — MARRIOTT VACATIONS WORLDWIDE Corp
CIK 1274173
LONDON, X0
Position in VAC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$894,032
+$102,006 QoQ
Shares Held
13,729
0.0% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VAC Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Mar 31, 2026JANUS HENDERSON GROUP PLC holds $198,979,461 across 12 Resorts & Casinos names. VAC ranks #10 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CZR |
Caesars Entertainment, Inc.
|
6,529,700 | $172,579,970 | |
| 2 | BYD |
Boyd Gaming Corp
|
122,988 | $10,107,153 | |
| 3 | WYNN |
Wynn Resorts Ltd
|
38,350 | $3,894,442 | |
| 4 | MGM |
MGM Resorts International
|
96,100 | $3,556,661 | |
| 5 | LVS |
Las Vegas Sands Corp
|
40,491 | $2,181,653 | |
| 6 | MTN |
Vail Resorts Inc
|
15,698 | $2,014,367 | |
| 7 | RRR |
Red Rock Resorts, Inc.
|
23,236 | $1,239,872 | |
| 8 | HGV |
Hilton Grand Vacations Inc.
|
25,128 | $983,007 |
All Filings in VAC
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $894,032 | 13,729 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $792,026 | 13,729 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $913,802 | 13,729 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $992,743 | 13,729 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $881,950 | 13,729 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,232,864 | 13,729 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,111,678 | 15,129 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,321,064 | 15,129 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,863,944 | 17,302 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,468,426 | 17,298 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,743,716 | 17,328 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,126,491 | 17,328 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,340,629 | 17,356 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $958,414 | 7,121 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $867,764 | 7,121 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $920,884 | 7,925 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,250,087 | 7,927 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,339,504 | 7,927 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $619,722 | 3,939 | Shares | Defined | 2021-11-16 | |
| No filing history on record for this holder in this stock. | ||||||