Mason Hawkins's MLCO Position Overview
Mason Hawkins (via Southeastern Asset Management Inc/Tn/) currently holds 2.0M 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 44 quarters.
Based on 13F filings since 2013, Mason Hawkins has maintained a long-term strategic position in MLCO, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2016, adding 7.0M shares. Largest reduction occurred in Q3 2025, reducing 4.4M 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
| Period | 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 | 68,900 | $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 | 614,869 | $0.00 |
| Q4 2018 | +51,444 | New Buy | 51,444 | $17.61 |
| Q1 2019 | -51,444 | Sold Out | 51,444 | $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 44 quarters since Q4 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins's largest addition to Melco Resorts & Entertainment Limited (MLCO) was in Q3 2016, adding 7,425,432 shares worth $119.62 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Mason Hawkins's peak holding in Melco Resorts & Entertainment Limited (MLCO) was 7,425,432 shares, as reported at the end of Q3 2016. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.