RRRNasdaqHotels & MotelsFiscal year ends December 31
Red Rock Resorts, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 7, 2026
$49.89+0.61 (+1.24%)
Close on Oct 19, 2026
- Market cap
- $2.93B
- P/E (TTM)
- 19.8
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
50.9%
53M of 105M shares
Institutional holders
243
40 new, 46 sold out
Net institutional buying
2M
In Q2 2026
Insider trades, 12 months
0 buys · 3 sales
Net sold $3.04M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 6,939,033 | 11.60% | 13G (passive) amendment | Nov 30, 2025 |
| Lorenzo J. Fertitta | 45,663,874 | 45.53% | 13D (active) amendment | Dec 11, 2025 |
| Vanguard Portfolio Management | 3,575,188 | 6.04% | 13G (passive) | Mar 31, 2026 |
| FMR LLC | 3,162,037 | 5.30% | 13G (passive) amendment | Mar 31, 2025 |
| Eminence Capital, LP | 3,059,372 | 5.10% | 13G (passive) | Jun 30, 2025 |
| Baron Capital Group, Inc. | 16,337,187 | 27.94% | 13G (passive) amendment | May 31, 2026 |
| Ronald Baron | 13,412,846 | 22.68% | 13G (passive) amendment | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of RRR | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| Bamco Inc /Ny/ | 16,391,131 | 15.61% | $1.07B | +2,978,285 | 1.60% |
| BlackRock, Inc. | 7,327,541 | 6.98% | $476.73M | +120,671 | 0.01% |
| Vanguard Portfolio Management LLC | 3,436,801 | 3.27% | $223.60M | −106,542 | 0.01% |
| FMR LLC | 2,733,008 | 2.60% | $177.81M | +851,405 | 0.01% |
| Vanguard Capital Management LLC | 2,312,057 | 2.20% | $150.42M | −6,471 | 0.00% |
| State Street Corp | 1,883,396 | 1.79% | $122.53M | +21,521 | 0.00% |
| Diamond Hill Capital Management Inc | 1,855,878 | 1.77% | $120.74M | −34,719 | 0.97% |
| Geode Capital Management, LLC | 1,301,332 | 1.24% | $84.68M | +30,186 | 0.00% |
| Westfield Capital Management Co LP | 1,261,559 | 1.20% | $82.08M | +33,401 | 0.27% |
| Arrowstreet Capital, Limited Partnership | 1,245,359 | 1.19% | $81.02M | +145,655 | 0.04% |
| Goldman Sachs Group Inc | 829,777 | 0.79% | $53.99M | +149,522 | 0.00% |
| UBS Group AG | 784,848 | 0.75% | $51.06M | +461,918 | 0.01% |
| Vaughan Nelson Investment Management, L.P. | 758,812 | 0.72% | $49.37M | +107,869 | 0.44% |
| Charles Schwab Investment Management Inc | 612,637 | 0.58% | $39.86M | −6,415 | 0.01% |
| Morgan Stanley | 553,753 | 0.53% | $36.03M | +38,779 | 0.00% |
| Dimensional Fund Advisors LP | 496,952 | 0.47% | $32.33M | +9,414 | 0.01% |
| Ameriprise Financial Inc | 482,075 | 0.46% | $31.36M | +27,742 | 0.01% |
| Northern Trust Corp | 479,059 | 0.46% | $31.17M | −1,225 | 0.00% |
| Invesco Ltd. | 445,174 | 0.42% | $28.96M | −1,798,655 | 0.00% |
| Bank of New York Mellon Corp | 416,036 | 0.40% | $27.07M | −6,636 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 243 | 53M | 50.9% | 40 / 81 | 95 / 46 | 7M | 6M |
| Q1 2026 | 253 | 52M | 49.5% | 53 / 84 | 78 / 41 | 11M | 6M |
| Q4 2025 | 247 | 53M | 50.8% | 57 / 83 | 81 / 54 | 11M | 8M |
| Q3 2025 | 249 | 50M | 48.0% | 63 / 82 | 70 / 27 | 7M | 8M |
| Q2 2025 | 215 | 51M | 48.2% | 43 / 67 | 84 / 31 | 4M | 5M |
| Q1 2025 | 205 | 52M | 49.2% | 39 / 79 | 67 / 20 | 5M | 4M |
| Q4 2024 | 188 | 51M | 48.3% | 25 / 76 | 65 / 39 | 5M | 5M |
| Q3 2024 | 203 | 51M | 48.6% | 38 / 73 | 57 / 12 | 8M | 3M |
| Q2 2024 | 180 | 50M | 47.4% | 24 / 74 | 58 / 35 | 4M | 5M |
| Q1 2024 | 192 | 51M | 48.4% | 43 / 52 | 65 / 21 | 3M | 3M |
| Q4 2023 | 171 | 51M | 48.6% | 33 / 55 | 60 / 20 | 4M | 7M |
| Q3 2023 | 158 | 54M | 51.3% | 14 / 68 | 61 / 36 | 3M | 4M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of RRR | Value | % of fund | As of |
|---|---|---|---|---|---|
| Baron Partners Fund | 5,624,441 | 5.36% | $365.93M | 2.03% | Jun 30, 2026 |
| iShares Core S&P Small-Cap ETF | 2,857,973 | 2.72% | $185.94M | 0.17% | Jun 30, 2026 |
| Baron Focused Growth Fund | 2,657,175 | 2.53% | $172.88M | 3.07% | Jun 30, 2026 |
| Baron Generational Growth Fund | 2,347,802 | 2.24% | $152.75M | 7.25% | Jun 30, 2026 |
| Baron Small Cap Fund | 2,225,000 | 2.12% | $144.76M | 5.08% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 1,675,332 | 1.60% | $109.00M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 1,235,169 | 1.18% | $80.36M | 0.10% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 1,205,757 | 1.15% | $78.45M | 0.04% | Jun 30, 2026 |
| Baron Real Estate Fund | 720,649 | 0.69% | $46.89M | 2.04% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 543,716 | 0.52% | $35.37M | 0.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 524,596 | 0.50% | $33.80M | 0.10% | Jul 31, 2026 |
| Diamond Hill Select Fund | 456,613 | 0.43% | $29.71M | 5.46% | Jun 30, 2026 |
| iShares Russell 2000 Growth ETF | 444,189 | 0.42% | $28.90M | 0.19% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 436,550 | 0.42% | $28.40M | 0.17% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Growth ETF | 426,870 | 0.41% | $27.77M | 0.34% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Frank J. Fertitta Iii | Chief Executive Officer, Director, 10% owner | 68,626,920 | 65.35% | Jun 15, 2026 |
| Lorenzo J. Fertitta | Vice President, Director, 10% owner | 69,379,494 | 66.07% | Jun 15, 2026 |
| Jon Colby Williams | EVP & GENERAL COUNSEL | 38,511 | 0.04% | Sep 16, 2026 |
| Jeffrey T. Welch | EVP and Chief Legal Officer | 342,307 | 0.33% | Sep 2, 2026 |
| Kord Nichols | EVP & Chief Operating Officer | 113,760 | 0.11% | Aug 13, 2026 |
| Scott Kreeger | President | 203,881 | 0.19% | Aug 10, 2026 |
| Stephen Lawrence Cootey | EVP & Chief Financial Officer | 293,556 | 0.28% | Jun 15, 2026 |
| Robert E. Lewis | Director | 64,446 | 0.06% | Feb 13, 2026 |
| James E. D. V. M. Nave | Director | 64,446 | 0.06% | Feb 13, 2026 |
| Robert A. Cashell JR | Director | 64,446 | 0.06% | Feb 13, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Jeffrey T. Welch EVP and Chief Legal Officer | Sep 1, 2026 | Sale | −9,000 | $55.88 | $502.92K | 342,307 |
| Kord Nichols EVP & Chief Operating Officer | Aug 12, 2026 | Sale | −9,791 | $63.00 | $616.83K | 113,760 |
| Kord Nichols EVP & Chief Operating Officer | Aug 11, 2026 | Option exercise | +27,000 | $24.98 | $674.46K | 140,760 |
| Kord Nichols EVP & Chief Operating Officer | Aug 11, 2026 | Tax withholding | −17,209 | $62.15 | $1.07M | 123,551 |
| Scott Kreeger President | Aug 7, 2026 | Sale | −31,159 | $61.78 | $1.93M | 203,881 |
| Scott Kreeger President | Aug 6, 2026 | Option exercise | +46,400 | $42.56 | $1.97M | 250,281 |
| Scott Kreeger President | Aug 6, 2026 | Option exercise | +128,600 | $44.19 | $5.68M | 378,881 |
| Scott Kreeger President | Aug 6, 2026 | Tax withholding | −143,841 | $61.95 | $8.91M | 235,040 |
| Stephen Lawrence Cootey EVP & Chief Financial Officer | Jun 11, 2026 | Award | +38,511 | – | – | 293,556 |
| Lorenzo J. Fertitta Vice President, Director, 10% owner | Jun 11, 2026 | Award | +148,427 | – | – | 241,648 |
| Kord Nichols EVP & Chief Operating Officer | Jun 11, 2026 | Award | +32,092 | – | – | 113,760 |
| Frank J. Fertitta Iii Chief Executive Officer, Director, 10% owner | Jun 11, 2026 | Award | +148,427 | – | – | 241,648 |
| Scott Kreeger President | Jun 11, 2026 | Award | +45,130 | – | – | 203,881 |
| Jeffrey T. Welch EVP and Chief Legal Officer | May 26, 2026 | Tax withholding | −84,007 | $56.25 | $4.73M | 351,307 |
| Jeffrey T. Welch EVP and Chief Legal Officer | May 26, 2026 | Option exercise | +126,731 | $24.98 | $3.17M | 435,314 |
| Jeffrey T. Welch EVP and Chief Legal Officer | Mar 18, 2026 | Tax withholding | −4,690 | $58.81 | $275.82K | 308,583 |
| Kord Nichols EVP & Chief Operating Officer | Mar 18, 2026 | Tax withholding | −4,065 | $58.81 | $239.06K | 81,668 |
| Stephen Lawrence Cootey EVP & Chief Financial Officer | Mar 18, 2026 | Tax withholding | −3,952 | $58.81 | $232.42K | 255,045 |
| Scott Kreeger President | Mar 3, 2026 | Tax withholding | −8,920 | $59.95 | $534.75K | 158,571 |
| James E. D. V. M. Nave Director | Feb 12, 2026 | Award | +3,221 | – | – | 56,754 |
| Robert E. Lewis Director | Feb 12, 2026 | Award | +3,221 | – | – | 56,754 |
| Robert A. Cashell JR Director | Feb 12, 2026 | Award | +3,221 | – | – | 56,754 |
| Scott Kreeger President | Feb 10, 2026 | Tax withholding | −3,784 | $66.24 | $250.65K | 167,671 |
| Kord Nichols EVP & Chief Operating Officer | Feb 10, 2026 | Tax withholding | −1,303 | $66.24 | $86.31K | 85,733 |
| Jeffrey T. Welch EVP and Chief Legal Officer | Feb 10, 2026 | Tax withholding | −1,494 | $66.24 | $98.96K | 313,273 |
| Stephen Lawrence Cootey EVP & Chief Financial Officer | Feb 10, 2026 | Tax withholding | −1,271 | $66.24 | $84.19K | 258,997 |
| Scott Kreeger President | Nov 4, 2025 | Tax withholding | −1,008 | $53.84 | $54.27K | 171,455 |
| Lorenzo J. Fertitta Vice President, Director, 10% owner | Sep 12, 2025 | Other | +200,000 | $61.31 | $12.26M | 47,188,378 |
| Frank J. Fertitta Iii Chief Executive Officer, Director, 10% owner | Sep 12, 2025 | Other | −200,000 | $61.31 | $12.26M | 45,324,378 |
| Kord Nichols EVP & Chief Operating Officer | Aug 22, 2025 | Sale | −37,075 | $61.03 | $2.26M | 87,036 |
| Kord Nichols EVP & Chief Operating Officer | Aug 13, 2025 | Sale | −5,250 | $61.00 | $320.25K | 124,111 |
| Kord Nichols EVP & Chief Operating Officer | Aug 12, 2025 | Sale | −42,325 | $58.61 | $2.48M | 129,361 |
| Kord Nichols EVP & Chief Operating Officer | Aug 11, 2025 | Tax withholding | −121,705 | $56.61 | $6.89M | 171,686 |
| Kord Nichols EVP & Chief Operating Officer | Aug 11, 2025 | Option exercise | +206,355 | $56.61 | $11.68M | 293,391 |
| Jeffrey T. Welch EVP and Chief Legal Officer | Aug 1, 2025 | Sale | −56,653 | $60.23 | $3.41M | 314,767 |
| Stephen Lawrence Cootey EVP & Chief Financial Officer | Aug 1, 2025 | Sale | −121,400 | $60.04 | $7.29M | 260,268 |
| Jeffrey T. Welch EVP and Chief Legal Officer | Jul 31, 2025 | Tax withholding | −196,904 | $60.62 | $11.94M | 371,420 |
| Jeffrey T. Welch EVP and Chief Legal Officer | Jul 31, 2025 | Option exercise | +310,210 | $24.11 | $7.48M | 568,324 |
| Stephen Lawrence Cootey EVP & Chief Financial Officer | Jul 31, 2025 | Tax withholding | −210,969 | $60.62 | $12.79M | 381,668 |
| Stephen Lawrence Cootey EVP & Chief Financial Officer | Jul 31, 2025 | Option exercise | +332,369 | $24.11 | $8.01M | 592,637 |
| Kord Nichols EVP & Chief Operating Officer | Mar 18, 2025 | Tax withholding | −4,065 | $45.11 | $183.37K | 87,036 |
| Jeffrey T. Welch EVP and Chief Legal Officer | Mar 18, 2025 | Tax withholding | −4,690 | $45.11 | $211.57K | 258,114 |
| Stephen Lawrence Cootey EVP & Chief Financial Officer | Mar 18, 2025 | Tax withholding | −4,149 | $45.11 | $187.16K | 260,268 |
| Scott Kreeger President | Mar 3, 2025 | Tax withholding | −8,920 | $49.70 | $443.32K | 172,463 |
| Jeffrey T. Welch EVP and Chief Legal Officer | Feb 26, 2025 | Option exercise | +159,174 | $29.61 | $4.71M | 381,845 |
| Jeffrey T. Welch EVP and Chief Legal Officer | Feb 26, 2025 | Tax withholding | −119,041 | $50.68 | $6.03M | 262,804 |
| Stephen Lawrence Cootey EVP & Chief Financial Officer | Feb 18, 2025 | Tax withholding | −2,424 | $52.76 | $127.89K | 264,417 |
| Jeffrey T. Welch EVP and Chief Legal Officer | Feb 18, 2025 | Tax withholding | −2,998 | $52.76 | $158.17K | 222,671 |
| Kord Nichols EVP & Chief Operating Officer | Feb 18, 2025 | Tax withholding | −2,438 | $52.76 | $128.63K | 91,101 |
| James E. D. V. M. Nave Director | Feb 13, 2025 | Award | +3,838 | – | – | 53,533 |
| Lorenzo J. Fertitta Vice President, Director, 10% owner | Feb 13, 2025 | Award | +93,221 | – | – | 93,221 |
| Kord Nichols EVP & Chief Operating Officer | Feb 13, 2025 | Award | +21,593 | – | – | 93,539 |
| Stephen Lawrence Cootey EVP & Chief Financial Officer | Feb 13, 2025 | Award | +23,033 | – | – | 266,841 |
| Scott Kreeger President | Feb 13, 2025 | Award | +53,983 | – | – | 181,383 |
| Frank J. Fertitta Iii Chief Executive Officer, Director, 10% owner | Feb 13, 2025 | Award | +93,221 | – | – | 93,221 |
| Robert A. Cashell JR Director | Feb 13, 2025 | Award | +3,838 | – | – | 53,533 |
| Jeffrey T. Welch EVP and Chief Legal Officer | Feb 13, 2025 | Award | +21,593 | – | – | 225,669 |
| Robert E. Lewis Director | Feb 13, 2025 | Award | +3,838 | – | – | 53,533 |
| Scott Kreeger President | Nov 4, 2024 | Tax withholding | −1,008 | $51.65 | $52.06K | 127,400 |
| Frank J. Fertitta Iii Chief Executive Officer, Director, 10% owner | Aug 6, 2024 | Buy | +50,000 | $52.91 | $2.65M | 46,115,301 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Jeffrey T. Welch Officer | Sep 1, 2026 | 9,000 | $502.89K | Sep 1, 2026 | Vesting of restricted stock unit awards |
| Kord Nichols Officer | Aug 12, 2026 | 9,791 | $616.82K | Aug 12, 2026 | Net settled exercise of employee options |
| Scott Kreeger Officer | Aug 7, 2026 | 31,159 | $1.92M | Aug 7, 2026 | Exercise of employee stock options |
| Kord Nichols Officer | Aug 22, 2025 | 37,075 | $2.26M | Aug 22, 2025 | Net settled exercise of employee stock options |
| Kord Nichols Officer | Aug 13, 2025 | 5,250 | $320.25K | Aug 13, 2025 | Net settled exercise of employee stock options |
| Kord Nichols Officer | Aug 12, 2025 | 42,325 | $2.48M | Aug 12, 2025 | Net settled exercise of employee stock options |
| Stephen Lawrence Cootey Officer | Aug 1, 2025 | 121,400 | $7.29M | Aug 1, 2025 | Stock swap of employee stock options |
| Jeffrey T. Welch Officer | Aug 1, 2025 | 56,653 | $3.41M | Aug 1, 2025 | Stock swap of employee stock options |
| Kord Nichols Officer | Jul 29, 2024 | 49,464 | $2.87M | Jul 29, 2024 | Net settled exercise of employee stock options |
| Stephen Lawrence Cootey Officer | Feb 23, 2024 | 7,520 | $434.23K | Feb 23, 2024 | Stock swap of employee stock options |
| Stephen Lawrence Cootey Officer | Feb 21, 2024 | 22,209 | $1.28M | Feb 21, 2024 | Stock swap of employee stock options |
| Stephen Lawrence Cootey Officer | Feb 16, 2024 | 16,572 | $977.33K | Feb 16, 2024 | Stock swap of employee stock options |
| Jeffrey T. Welch Officer | Feb 16, 2024 | 39,559 | $2.32M | Feb 16, 2024 | Stock swap of employee stock options |