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MADISON SQUARE GARDEN ENTMT MSGE

Madison Square Garden Entertainment Corp., through its subsidiaries, engages in live entertainment business. The company produces, presents, and hosts live entertainment events, such as concerts, sporting events, family shows, family shows, performing arts events, and special events.

Company profile

Business mix

  • The company produces, presents, and hosts live entertainment events, such as concerts, sporting events, family shows, family shows, performing arts events, and special events.
  • It holds a portfolio of venues that include Madison Square Garden, The Theater at Madison Square Garden, Radio City Music Hall, the Beacon Theatre, and The Chicago Theatre.
  • The company also owns and produces the original production, the Christmas Spectacular Starring the Radio City Rockettes.
  • In addition, it engages in the entertainment and sports bookings business that showcase a range of concerts, family shows, and special events, as well as various sporting events.

Current key questions

  • Can demand and competitive position in entertainment support revenue growth and margins?
  • Which input costs, regulation, customer concentration, or execution risks matter most for earnings quality?
  • Does capital allocation improve long-term free cash flow and per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Ariel Investments John Rogers 4.0% $359.7M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $105.5M Estimated from net reduced shares
Net share change / base shares -22.7% -1,790,425 / 7,896,008
Ariel Investments John Rogers 3 filing periods
13F 2025-09-30 Filed 2025-11-14
Minor reduction Shares -2.0% 13F value change +$34.4M
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -11.1% 13F value change +$20.8M
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -11.3% 13F value change -$11.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 7,896,008 Last 3 periods -1,790,425 (-22.7%) Total shares 6,105,583 Value $359.7M

Recent mentions

No public mentions.