Cliff Asness's BYD Position Overview
Cliff Asness (via Aqr Capital Management LLC) currently holds 11,288 shares of Boyd Gaming Corporation (BYD) worth $975,869, representing 0.00% of the portfolio. First purchased in 2012-Q4, this long-term strategic position has been held for 52 quarters.
Based on 13F filings since 2013, Cliff Asness has maintained a long-term strategic position in BYD, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 334,815 shares. Largest reduction occurred in Q1 2022, reducing 471,085 shares.
Analysis based on 13F filings available since 2013 Q2
Cliff Asness's Boyd Gaming Corporation (BYD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Boyd Gaming Corporation (BYD) Trades by Cliff Asness
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2012 | +185,214 | Add 0.00% | 185,213 | $6.64 |
| Q2 2013 | +158,376 | Add 0.00% | 158,375 | $11.30 |
| Q3 2013 | -78,302 | Reduce 49.44% | 80,073 | $14.15 |
| Q4 2013 | +30,394 | Add 37.96% | 110,467 | $11.26 |
| Q1 2014 | +2,100 | Add 1.90% | 112,567 | $13.20 |
| Q2 2014 | -92,767 | Reduce 82.41% | 19,800 | $12.12 |
| Q3 2014 | -19,800 | Sold Out | 19,800 | $0.00 |
| Q1 2015 | +20,100 | New Buy | 20,100 | $14.18 |
| Q2 2015 | +4,302 | Add 21.40% | 24,402 | $14.96 |
| Q3 2015 | +42,660 | Add 174.82% | 67,062 | $16.30 |
| Q4 2015 | +15,335 | Add 22.87% | 82,397 | $19.87 |
| Q1 2016 | +29,676 | Add 36.02% | 112,073 | $20.66 |
| Q2 2016 | +5,698 | Add 5.08% | 117,771 | $18.40 |
| Q3 2016 | -67,670 | Reduce 57.46% | 50,101 | $19.78 |
| Q4 2016 | -34,887 | Reduce 69.63% | 15,214 | $20.18 |
| Q1 2017 | +12,445 | Add 81.80% | 27,659 | $22.02 |
| Q2 2017 | +34,974 | Add 126.45% | 62,633 | $24.81 |
| Q3 2017 | +14,679 | Add 23.44% | 77,312 | $26.05 |
| Q4 2017 | +16,175 | Add 20.92% | 93,487 | $35.05 |
| Q1 2018 | -5,661 | Reduce 6.06% | 87,826 | $31.86 |
| Q2 2018 | -16,523 | Reduce 18.81% | 71,303 | $34.65 |
| Q3 2018 | +4,214 | Add 5.91% | 75,517 | $33.85 |
| Q4 2018 | +237,572 | Add 314.59% | 313,089 | $20.78 |
| Q1 2019 | -287,224 | Reduce 91.74% | 25,865 | $27.30 |
| Q2 2019 | -25,865 | Sold Out | 25,865 | $0.00 |
| Q3 2019 | +102,358 | New Buy | 102,358 | $23.95 |
| Q4 2019 | -7,171 | Reduce 7.01% | 95,187 | $29.94 |
| Q1 2020 | -39,828 | Reduce 41.84% | 55,359 | $14.42 |
| Q2 2020 | +334,815 | Add 604.81% | 390,174 | $20.68 |
| Q3 2020 | +69,906 | Add 17.92% | 460,080 | $30.69 |
| Q4 2020 | -108,711 | Reduce 23.63% | 351,369 | $41.99 |
| Q1 2021 | +96,686 | Add 27.52% | 448,055 | $58.96 |
| Q2 2021 | -17,292 | Reduce 3.86% | 430,763 | $61.05 |
| Q3 2021 | +206,456 | Add 47.93% | 637,219 | $63.26 |
| Q4 2021 | +85,997 | Add 13.50% | 723,216 | $65.57 |
| Q1 2022 | -471,085 | Reduce 65.14% | 252,131 | $65.78 |
| Q2 2022 | -248,041 | Reduce 98.38% | 4,090 | $49.14 |
| Q3 2022 | -4,090 | Sold Out | 4,090 | $0.00 |
| Q4 2022 | +4,137 | New Buy | 4,137 | $53.82 |
| Q3 2023 | +30 | Add 0.73% | 4,167 | $60.83 |
| Q4 2023 | +183 | Add 4.39% | 4,350 | $62.61 |
| Q1 2024 | +396 | Add 9.10% | 4,746 | $67.32 |
| Q2 2024 | +1,749 | Add 36.85% | 6,495 | $55.00 |
| Q3 2024 | +1,352 | Add 20.82% | 7,847 | $64.64 |
| Q4 2024 | +604 | Add 7.70% | 8,451 | $72.44 |
| Q1 2025 | +1,172 | Add 13.87% | 9,623 | $65.21 |
| Q2 2025 | +985 | Add 10.24% | 10,608 | $78.23 |
| Q3 2025 | +680 | Add 6.41% | 11,288 | $86.45 |
Cliff Asness's Boyd Gaming Corporation Investment FAQs
Cliff Asness first purchased Boyd Gaming Corporation (BYD) in Q4 2012, acquiring 185,213 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Cliff Asness has held Boyd Gaming Corporation (BYD) for 52 quarters since Q4 2012.
Cliff Asness's largest addition to Boyd Gaming Corporation (BYD) was in Q2 2020, adding 390,174 shares worth $8.07 M.
According to the latest 13F filing for Q3 2025, Cliff Asness's firm, Aqr Capital Management LLC, owns 11,288 shares of Boyd Gaming Corporation (BYD), valued at approximately $975,869.
As of the Q3 2025 filing, Boyd Gaming Corporation (BYD) represents approximately 0.00% of Cliff Asness's publicly disclosed stock portfolio, making it one of their key holdings.
Cliff Asness's peak holding in Boyd Gaming Corporation (BYD) was 723,216 shares, as reported at the end of Q4 2021.