13FPulse
RR

RRR RED ROCK RESORTS INC-CLASS A

2026Q2 · CUSIP 75700L108 · Sector: Consumer

Normal

Fund flows are within the usual range

Funds that own it
240
Institutions that reported holding it to the SEC
Net decrease in holders
11
Last quarter 251 → now 240
How unusual is that
Bottom 20%
Stronger than only 12% of US stocks
What the filings say, in one paragraph

240 funds held RRR at the end of 2026Q2, down 11 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $2.0B(YoY +3.7%), the P/E is 18.0x. RRR has had 10 buying rushes in its history, and the price moved +16.0% on average over the six months after (that is the raw price move, not how much it beat the market by). It sits in the Consumer sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2016Q3: holders=99 2016Q4: holders=116 2017Q1: holders=119 2017Q2: holders=113 2017Q3: holders=101 2017Q4: holders=113 2018Q1: holders=133 2018Q2: holders=137 2018Q3: holders=151 2018Q4: holders=131 2019Q1: holders=132 2019Q2: holders=120 2019Q3: holders=116 2019Q4: holders=122 2020Q1: holders=140 2020Q2: holders=156 2020Q3: holders=158 2020Q4: holders=167 2021Q1: holders=169 2021Q2: holders=180 2021Q3: holders=190 2021Q4: holders=196 2022Q1: holders=213 2022Q2: holders=187 2022Q3: holders=168 2022Q4: holders=171 2023Q1: holders=179 2023Q2: holders=181 2023Q3: holders=156 2023Q4: holders=170 2024Q1: holders=190 2024Q2: holders=180 2024Q3: holders=201 2024Q4: holders=189 2025Q1: holders=202 2025Q2: holders=216 2025Q3: holders=247 2025Q4: holders=245 2026Q1: holders=251 2026Q2: holders=240 -31 -15.5 +0 +15.5 +31 89177264 16Q317Q419Q120Q221Q322Q424Q125Q226Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 10 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q3 Top 10% +15.1% +22.9%
2025Q1 Top 20% +18.7% +30.3%
2024Q3 Top 20% -8.9% +3.1%
2024Q1 Top 20% +6.1% +10.0%
2023Q1 Top 20% +1.6% -8.6%
2022Q1 Top 20% -6.8% +20.3%
2021Q3 Top 20% +8.2% +3.3%
2020Q1 Top 5% +6.9% +62.7%
2018Q3 Top 20% -2.6% +23.4%
2018Q1 Top 10% -1.6% -7.4%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
136
Change in large funds
+7
Total value they hold
$3.5B
Funds buying for the first time
42
Funds that sold out entirely
53
Price change that quarter
+8.1%
Funds holding puts (bearish)
5
Funds holding calls (bullish)
5

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
18.0
EPS (TTM)
$3.12
EPS YoY
+23.3%
Revenue (TTM)
$2.0B
Revenue YoY
+3.7%
Net margin
ROE
Debt ratio
94.1%
FCF (TTM)
Dividend (TTM)
No dividend

As of 2025-12-31 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.