Joel Greenblatt's BYD Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 512,095 shares of Boyd Gaming Corporation (BYD) worth $44.27 M, representing 0.19% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 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 2014 | +972,905 | New Buy | 972,905 | $13.20 |
| Q2 2014 | +465,247 | Add 47.82% | 1.44 M | $12.13 |
| Q3 2014 | -1.07 M | Reduce 74.19% | 371,117 | $10.16 |
| Q4 2014 | +1.71 M | Add 461.11% | 2.08 M | $12.78 |
| Q1 2015 | -183,681 | Reduce 8.82% | 1.9 M | $14.20 |
| Q2 2015 | -222,429 | Reduce 11.71% | 1.68 M | $14.95 |
| Q3 2015 | +451,482 | Add 26.93% | 2.13 M | $16.30 |
| Q4 2015 | -293,308 | Reduce 13.78% | 1.83 M | $19.87 |
| Q1 2016 | -1.34 M | Reduce 72.97% | 495,926 | $20.66 |
| Q2 2016 | -478,075 | Reduce 96.40% | 17,851 | $18.37 |
| Q3 2016 | -17,851 | Sold Out | 17,851 | $0.00 |
| Q3 2017 | +379,702 | New Buy | 379,702 | $26.05 |
| Q4 2017 | +173,625 | Add 45.73% | 553,327 | $35.05 |
| Q1 2018 | +15,215 | Add 2.75% | 568,542 | $31.86 |
| Q2 2018 | -14,633 | Reduce 2.57% | 553,909 | $34.66 |
| Q3 2018 | -133,916 | Reduce 24.18% | 419,993 | $33.85 |
| Q4 2018 | -332,787 | Reduce 79.24% | 87,206 | $20.78 |
| Q1 2019 | -73,405 | Reduce 84.17% | 13,801 | $27.39 |
| Q2 2019 | -817 | Reduce 5.92% | 12,984 | $26.96 |
| Q3 2019 | +35,252 | Add 271.50% | 48,236 | $23.94 |
| Q4 2019 | +84,039 | Add 174.22% | 132,275 | $29.94 |
| Q1 2020 | -36,312 | Reduce 27.45% | 95,963 | $14.42 |
| Q2 2020 | -5,967 | Reduce 6.22% | 89,996 | $20.90 |
| Q3 2020 | -26,809 | Reduce 29.79% | 63,187 | $30.69 |
| Q4 2020 | +1,784 | Add 2.82% | 64,971 | $42.93 |
| Q1 2021 | -30,267 | Reduce 46.59% | 34,704 | $58.96 |
| Q2 2021 | +5,855 | Add 16.87% | 40,559 | $61.49 |
| Q3 2021 | -9,671 | Reduce 23.84% | 30,888 | $63.26 |
| Q4 2021 | +3,854 | Add 12.48% | 34,742 | $65.57 |
| Q1 2022 | -3,950 | Reduce 11.37% | 30,792 | $65.76 |
| Q2 2022 | +11,381 | Add 36.96% | 42,173 | $49.75 |
| Q3 2022 | +16,508 | Add 39.14% | 58,681 | $47.65 |
| Q4 2022 | -2,023 | Reduce 3.45% | 56,658 | $54.53 |
| Q1 2023 | +11,324 | Add 19.99% | 67,982 | $64.12 |
| Q2 2023 | +9,738 | Add 14.32% | 77,720 | $69.37 |
| Q3 2023 | +38,501 | Add 49.54% | 116,221 | $60.83 |
| Q4 2023 | -28,560 | Reduce 24.57% | 87,661 | $62.61 |
| Q1 2024 | +39,919 | Add 45.54% | 127,580 | $67.32 |
| Q2 2024 | -24,903 | Reduce 19.52% | 102,677 | $55.10 |
| Q3 2024 | +125,385 | Add 122.12% | 228,062 | $64.65 |
| Q4 2024 | +21,022 | Add 9.22% | 249,084 | $72.54 |
| Q1 2025 | +97,703 | Add 39.22% | 346,787 | $65.83 |
| Q2 2025 | +70,855 | Add 20.43% | 417,642 | $78.23 |
| Q3 2025 | +94,453 | Add 22.62% | 512,095 | $86.45 |
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 47 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 Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 512,095 shares of Boyd Gaming Corporation (BYD), valued at approximately $44.27 M.
As of the Q3 2025 filing, Boyd Gaming Corporation (BYD) represents approximately 0.19% 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.