Mason Hawkins's MLCO Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 2.01 M shares of Melco Resorts & Entertainment Limited (MLCO) worth $18.44 M, representing 0.94% of the portfolio. First purchased in 2014-Q4, this long-term strategic position has been held for 37 quarters.
Based on 13F filings, Mason Hawkins has maintained a strategic position in MLCO, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2016, adding 7.01 M shares. Largest reduction occurred in Q3 2025, reducing 4.39 M shares.
Analysis based on 13F filings available since 2013 Q2
Mason Hawkins's Melco Resorts & Entertainment Limited (MLCO) Holding Value Over Time
Track share changes against reported price movement
Quarterly Melco Resorts & Entertainment Limited (MLCO) Trades by Mason Hawkins
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2014 | +68,900 | New Buy | 68,900 | $25.40 |
| Q1 2015 | -68,900 | Sold Out | 0 | $0.00 |
| Q3 2015 | +46,800 | New Buy | 46,800 | $13.76 |
| Q4 2015 | +118,400 | Add 252.99% | 165,200 | $16.80 |
| Q1 2016 | +251,387 | Add 152.17% | 416,587 | $16.51 |
| Q3 2016 | +7.01 M | Add 1682.44% | 7.43 M | $16.11 |
| Q4 2016 | -4.38 M | Reduce 58.95% | 3.05 M | $15.90 |
| Q1 2017 | -1.54 M | Reduce 50.64% | 1.5 M | $18.54 |
| Q2 2017 | -591,430 | Reduce 39.31% | 912,962 | $22.45 |
| Q3 2017 | -45,614 | Reduce 5.00% | 867,348 | $24.12 |
| Q4 2017 | -252,479 | Reduce 29.11% | 614,869 | $29.04 |
| Q1 2018 | -614,869 | Sold Out | 0 | $0.00 |
| Q4 2018 | +51,444 | New Buy | 51,444 | $17.61 |
| Q1 2019 | -51,444 | Sold Out | 0 | $0.00 |
| Q2 2020 | +66,723 | New Buy | 66,723 | $15.53 |
| Q3 2021 | +1.12 M | Add 1681.61% | 1.19 M | $10.24 |
| Q1 2022 | +53,963 | Add 4.54% | 1.24 M | $7.64 |
| Q2 2022 | -1.16 M | Reduce 93.49% | 80,926 | $5.75 |
| Q4 2023 | +36,743 | Add 45.40% | 117,669 | $8.87 |
| Q1 2024 | -27,399 | Reduce 23.28% | 90,270 | $7.21 |
| Q2 2024 | +5.99 M | Add 6637.13% | 6.08 M | $7.46 |
| Q3 2024 | -69,960 | Reduce 1.15% | 6.01 M | $7.79 |
| Q4 2024 | -803,457 | Reduce 13.37% | 5.21 M | $5.79 |
| Q1 2025 | -146,901 | Reduce 2.82% | 5.06 M | $5.27 |
| Q2 2025 | +1.34 M | Add 26.40% | 6.4 M | $7.23 |
| Q3 2025 | -4.39 M | Reduce 68.57% | 2.01 M | $9.17 |
Mason Hawkins's Melco Resorts & Entertainment Limited Investment FAQs
Mason Hawkins first purchased Melco Resorts & Entertainment Limited (MLCO) in Q4 2014, acquiring 68,900 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins has held Melco Resorts & Entertainment Limited (MLCO) for 37 quarters since Q4 2014.
Mason Hawkins's largest addition to Melco Resorts & Entertainment Limited (MLCO) was in Q3 2016, adding 7,425,432 shares worth $119.62 M.
According to the latest 13F filing for Q3 2025, Mason Hawkins's firm, Southeastern Asset Management Inc/Tn/, owns 2,010,419 shares of Melco Resorts & Entertainment Limited (MLCO), valued at approximately $18.44 M.
As of the Q3 2025 filing, Melco Resorts & Entertainment Limited (MLCO) represents approximately 0.94% of Mason Hawkins's publicly disclosed stock portfolio, making it one of their key holdings.
Mason Hawkins's peak holding in Melco Resorts & Entertainment Limited (MLCO) was 7,425,432 shares, as reported at the end of Q3 2016.