Why Madison Square Garden Entertainment (MSGE) Is Back in the Spotlight
Ariel Investments, an investment management company, released its "Ariel Fund" Q2 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Ariel Investments John W. Rogers | 5,302,754 | $428,939,771 | -14% | 4.28% |
| 2. | Jericho Capital Asset Management Josh Resnick | 3,662,724 | $296,277,745 | 2.45% | |
| 3. | Point72 Asset Management Steve Cohen | 1,526,701 | $123,494,844 | -16% | 0.14% |
| 4. | Dendur Capital Malcolm Levine | 866,000 | $70,050,740 | -30% | 3.68% |
| 5. | GAMCO Investors Mario Gabelli | 605,197 | $48,954,385 | -4% | 0.44% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $41.25 | 5,000 | $206,250.00 | 17,348 | 2024-08-20 | Filing | |
| $31.00 | 322,580 | $9,999,980.00 | 369,708 | 2023-06-27 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $74.48 | 9,907 | $737,873.36 | 15,772 | 2026-06-11 | Filing | |
| $63.76 | 19,311 | $1,231,269.36 | 660 | 2026-02-20 | Filing | |
| $32.60 | 3,615 | $117,849.00 | 0 | 2025-03-11 | Filing | |
| $32.17 | 2,400 | $77,208.00 | 3,615 | 2025-03-11 | Filing | |
| $31.64 | 2,627 | $83,118.28 | 6,015 | 2025-03-10 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 3,124,507 | $252,741,331 | 0% | |
| 2. | 1,849,716 | $149,623,527 | 0.01% | |
| 3. | 1,754,802 | $141,945,934 | 0% | |
| 4. | 2,370,183 | $139,830,000 | 1.44% | |
| 5. | 1,267,749 | $102,548,417 | 0.01% |