SEC 13F Intelligence

Ldr Capital Management LLC / MGP

Ldr Capital Management LLC’s Mgm Growth Pptys LLC Position

Does Ldr Capital Management LLC own Mgm Growth Pptys LLC (MGP)? Not currently — the last reported position was 259.5K shares worth $11M in Q4 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q4 2021
Shares
259.5K
% of Portfolio
+4.84%
Quarters Held
5
position exited

Position History MGP

Reported value by quarter
Q2 ’19: $8MQ2 ’19Q3 ’19: $7MQ3 ’19Q4 ’19: $11MQ4 ’19Q3 ’21: $11MQ3 ’21Q4 ’21: $11MQ4 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2021259.5K$11M+4.84%
Q3 2021277.5K$11M+6.01%
Q4 2019349.3K$11M+6.49%
Q3 2019249.4K$7M+5.71%
Q2 2019260.7K$8M+5.46%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ldr Capital Management LLC’s full portfolio or all institutional holders of MGP.