Joel Greenblatt's BYD Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 858,036 shares of Boyd Gaming Corporation (BYD) worth $70.51 M, representing 0.22% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 46 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in BYD, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2014, adding 1.71 M shares. Largest reduction occurred in Q1 2016, reducing 1.34 M shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's Boyd Gaming Corporation (BYD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Boyd Gaming Corporation (BYD) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +174,362 | Add 25.50% | 858,036 | $82.18 |
| Q4 2025 | +171,579 | Add 33.51% | 683,674 | $85.24 |
| Q3 2025 | +94,453 | Add 22.62% | 512,095 | $86.45 |
| Q2 2025 | +70,855 | Add 20.43% | 417,642 | $78.23 |
| Q1 2025 | +97,703 | Add 39.22% | 346,787 | $65.83 |
| Q4 2024 | +21,022 | Add 9.22% | 249,084 | $72.54 |
| Q3 2024 | +125,385 | Add 122.12% | 228,062 | $64.65 |
| Q2 2024 | -24,903 | Reduce 19.52% | 102,677 | $55.10 |
| Q1 2024 | +39,919 | Add 45.54% | 127,580 | $67.32 |
| Q4 2023 | -28,560 | Reduce 24.57% | 87,661 | $62.61 |
| Q3 2023 | +38,501 | Add 49.54% | 116,221 | $60.83 |
| Q2 2023 | +9,738 | Add 14.32% | 77,720 | $69.37 |
| Q1 2023 | +11,324 | Add 19.99% | 67,982 | $64.12 |
| Q4 2022 | -2,023 | Reduce 3.45% | 56,658 | $54.53 |
| Q3 2022 | +16,508 | Add 39.14% | 58,681 | $47.65 |
| Q2 2022 | +11,381 | Add 36.96% | 42,173 | $49.75 |
| Q1 2022 | -3,950 | Reduce 11.37% | 30,792 | $65.76 |
| Q4 2021 | +3,854 | Add 12.48% | 34,742 | $65.57 |
| Q3 2021 | -9,671 | Reduce 23.84% | 30,888 | $63.26 |
| Q2 2021 | +5,855 | Add 16.87% | 40,559 | $61.49 |
| Q1 2021 | -30,267 | Reduce 46.59% | 34,704 | $58.96 |
| Q4 2020 | +1,784 | Add 2.82% | 64,971 | $42.93 |
| Q3 2020 | -26,809 | Reduce 29.79% | 63,187 | $30.69 |
| Q2 2020 | -5,967 | Reduce 6.22% | 89,996 | $20.90 |
| Q1 2020 | -36,312 | Reduce 27.45% | 95,963 | $14.42 |
| Q4 2019 | +84,039 | Add 174.22% | 132,275 | $29.94 |
| Q3 2019 | +35,252 | Add 271.50% | 48,236 | $23.94 |
| Q2 2019 | -817 | Reduce 5.92% | 12,984 | $26.96 |
| Q1 2019 | -73,405 | Reduce 84.17% | 13,801 | $27.39 |
| Q4 2018 | -332,787 | Reduce 79.24% | 87,206 | $20.78 |
| Q3 2018 | -133,916 | Reduce 24.18% | 419,993 | $33.85 |
| Q2 2018 | -14,633 | Reduce 2.57% | 553,909 | $34.66 |
| Q1 2018 | +15,215 | Add 2.75% | 568,542 | $31.86 |
| Q4 2017 | +173,625 | Add 45.73% | 553,327 | $35.05 |
| Q3 2017 | +379,702 | New Buy | 379,702 | $26.05 |
| Q3 2016 | -17,851 | Sold Out | 0 | $0.00 |
| Q2 2016 | -478,075 | Reduce 96.40% | 17,851 | $18.37 |
| Q1 2016 | -1.34 M | Reduce 72.97% | 495,926 | $20.66 |
| Q4 2015 | -293,308 | Reduce 13.78% | 1.83 M | $19.87 |
| Q3 2015 | +451,482 | Add 26.93% | 2.13 M | $16.30 |
| Q2 2015 | -222,429 | Reduce 11.71% | 1.68 M | $14.95 |
| Q1 2015 | -183,681 | Reduce 8.82% | 1.9 M | $14.20 |
| Q4 2014 | +1.71 M | Add 461.11% | 2.08 M | $12.78 |
| Q3 2014 | -1.07 M | Reduce 74.19% | 371,117 | $10.16 |
| Q2 2014 | +465,247 | Add 47.82% | 1.44 M | $12.13 |
| Q1 2014 | +972,905 | New Buy | 972,905 | $13.20 |
Joel Greenblatt's Boyd Gaming Corporation Investment FAQs
Joel Greenblatt first purchased Boyd Gaming Corporation (BYD) in Q1 2014, acquiring 972,905 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held Boyd Gaming Corporation (BYD) for 46 quarters since Q1 2014.
Joel Greenblatt's largest addition to Boyd Gaming Corporation (BYD) was in Q4 2014, adding 2,082,380 shares worth $26.61 M.
According to the latest 13F filing for Q1 2026, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 858,036 shares of Boyd Gaming Corporation (BYD), valued at approximately $70.51 M.
As of the Q1 2026 filing, Boyd Gaming Corporation (BYD) represents approximately 0.22% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in Boyd Gaming Corporation (BYD) was 2,127,752 shares, as reported at the end of Q3 2015.