John Rogers's BYD Position Overview
John Rogers (via Ariel Investments, LLC) currently holds 2.27 M shares of Boyd Gaming Corporation (BYD) worth $186.91 M, representing 2.09% of the portfolio. First purchased in 2021-Q3, this medium-term investment has been held for 19 quarters.
Based on 13F filings, John Rogers has maintained a strategic position in BYD, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2021, adding 1.47 M shares. Largest reduction occurred in Q1 2024, reducing 376,458 shares.
Analysis based on 13F filings available since 2013 Q2
John Rogers's Boyd Gaming Corporation (BYD) Holding Value Over Time
Track share changes against reported price movement
Quarterly Boyd Gaming Corporation (BYD) Trades by John Rogers
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | -65,754 | Reduce 2.81% | 2.27 M | $82.18 |
| Q4 2025 | -262,288 | Reduce 10.08% | 2.34 M | $85.24 |
| Q3 2025 | -232,279 | Reduce 8.19% | 2.6 M | $86.45 |
| Q2 2025 | -263,072 | Reduce 8.49% | 2.83 M | $78.23 |
| Q1 2025 | -88,589 | Reduce 2.78% | 3.1 M | $65.83 |
| Q4 2024 | +1,263 | Add 0.04% | 3.19 M | $72.54 |
| Q3 2024 | +153,446 | Add 5.06% | 3.19 M | $64.65 |
| Q2 2024 | +335,984 | Add 12.46% | 3.03 M | $55.10 |
| Q1 2024 | -376,458 | Reduce 12.25% | 2.7 M | $67.32 |
| Q4 2023 | +22,216 | Add 0.73% | 3.07 M | $62.61 |
| Q3 2023 | -62,872 | Reduce 2.02% | 3.05 M | $60.83 |
| Q2 2023 | -342,299 | Reduce 9.91% | 3.11 M | $69.37 |
| Q1 2023 | -1,799 | Reduce 0.05% | 3.46 M | $64.12 |
| Q4 2022 | -106,447 | Reduce 2.99% | 3.46 M | $54.53 |
| Q3 2022 | +206,895 | Add 6.16% | 3.56 M | $47.65 |
| Q2 2022 | +727,033 | Add 27.65% | 3.36 M | $49.75 |
| Q1 2022 | +1.02 M | Add 63.43% | 2.63 M | $65.78 |
| Q4 2021 | +1.47 M | Add 1057.63% | 1.61 M | $65.57 |
| Q3 2021 | +138,984 | New Buy | 138,984 | $63.26 |
John Rogers's Boyd Gaming Corporation Investment FAQs
John Rogers first purchased Boyd Gaming Corporation (BYD) in Q3 2021, acquiring 138,984 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
John Rogers has held Boyd Gaming Corporation (BYD) for 19 quarters since Q3 2021.
John Rogers's largest addition to Boyd Gaming Corporation (BYD) was in Q4 2021, adding 1,608,923 shares worth $105.5 M.
According to the latest 13F filing for Q1 2026, John Rogers's firm, Ariel Investments, LLC, owns 2,274,418 shares of Boyd Gaming Corporation (BYD), valued at approximately $186.91 M.
As of the Q1 2026 filing, Boyd Gaming Corporation (BYD) represents approximately 2.09% of John Rogers's publicly disclosed stock portfolio, making it one of their key holdings.
John Rogers's peak holding in Boyd Gaming Corporation (BYD) was 3,563,366 shares, as reported at the end of Q3 2022.