NASDAQ · Consumer Discretionary

RED ROCK RESORTS INC RRR

Red Rock Resorts, Inc., through its interest in Station Casinos LLC, develops and manages casino and entertainment properties in the United States. It owns and operates gaming and entertainment facilities, including Durango Casino & Resort and smaller casinos in the Las Vegas regional market.

Hotels/Resorts

Company profile

Business mix

  • It owns and operates gaming and entertainment facilities, including Durango Casino & Resort and smaller casinos in the Las Vegas regional market.
  • The company was formerly known as Station Casinos Corp. and changed its name to Red Rock Resorts, Inc. in January 2016.
  • Red Rock Resorts, Inc. was founded in 1976 and is based in Las Vegas, Nevada.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in resorts & casinos?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 2 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 18.35 FCF 4.29% Buyback 11.58%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Baron Capital Ron Baron 2.2% $715.7M 2026-03-31
Eminence Capital Ricky Sandler 0.5% $22.1M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 1 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $61.0M Estimated from net added shares
Reduction amount $106.0M Estimated from net reduced shares
Net share change / base shares -5.7% -843,204 / 14,670,541
Baron Capital Ron Baron 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 2.0% 13F value change +$26.5M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 7.1% 13F value change -$59.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 12,269,167 Last 2 periods +1,143,679 (+9.3%) Total shares 13,412,846 Value $715.7M
Eminence Capital Ricky Sandler 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -32.8% 13F value change -$46.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -74.3% 13F value change -$77.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,401,374 Last 2 periods -1,986,883 (-82.7%) Total shares 414,491 Value $22.1M

Recent mentions

No public mentions.