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Boyd Gaming Corporation

BYD Consumer Discretionary
$85.01 $-0.1 (-0.12%)
Market Cap: $6.64 B
Gurus Holding
8
Popularity Rank
#683
% of Shares Held
5.00%
Net Activity (Q3 2025)
-$8.81 M

Guru Ownership Trend

Guru Analysis for Boyd Gaming Corporation (BYD)

Boyd Gaming Corporation (BYD), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q3 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $331.84 M.

Top institutional holders include John Rogers and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $8.81 M net outflow during the quarter.

Recent activity highlights Paul Tudor Jones who opened a new position. Conversely, Renaissance Technologies reduced exposure by 63.4%.

Portfolio Manager % Portfolio Activity Shares Value Period
John Rogers John Rogers
2.41% Reduce -8.2% 2,602,460 $224.98 M Q3 2025
Joel Greenblatt Joel Greenblatt
0.19% Add 22.6% 512,095 $44.27 M Q3 2025
Mario Gabelli Mario Gabelli
0.25% Reduce -32.5% 299,337 $25.88 M Q3 2025
Ray Dalio Ray Dalio
0.07% Add 45.9% 215,006 $18.59 M Q3 2025
Paul Tudor Jones Paul Tudor Jones
0.02% New Buy 129,209 $11.17 M Q3 2025
HOTCHKIS & WILEY HOTCHKIS & WILEY
0.02% New Buy 78,660 $6.8 M Q3 2025
Renaissance Technologies Renaissance Technologies
0.01% Reduce -63.4% 55,500 $4.8 M Q3 2025
Cliff Asness Cliff Asness
0.00% Add 6.4% 11,288 $975,869 Q3 2025

Key Holders

Top 5 by Value

John Rogers John Rogers
$224.98 M
Joel Greenblatt Joel Greenblatt
$44.27 M
Mario Gabelli Mario Gabelli
$25.88 M
Ray Dalio Ray Dalio
$18.59 M
Paul Tudor Jones Paul Tudor Jones
$11.17 M

Top 5 by Conviction

John Rogers John Rogers
2.41%
Mario Gabelli Mario Gabelli
0.25%
Joel Greenblatt Joel Greenblatt
0.19%
Ray Dalio Ray Dalio
0.07%
Paul Tudor Jones Paul Tudor Jones
0.02%

Recent Activity Breakdown (Q3 2025)

+$32.04 M
Total Buy Value
New Buys 2
Additions 3
-$40.85 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
3
Net Buyers
5

FAQs for Boyd Gaming Corporation (BYD)

Top Guru holders include John Rogers ($224.98 M), Joel Greenblatt ($44.27 M), Mario Gabelli ($25.88 M). Collectively, tracked Gurus hold 3.9 M shares.

Based on recent 13F filings, the sentiment is Negative (Net Sell). There was a net outflow of $8.81 M, with 5 Gurus buying and 3 Gurus selling.

In the recent quarter, 3 Gurus reduced their positions, and 0 Gurus sold out of BYD completely. Total sell value was $40.85 M.

Yes, 2 Gurus opened new positions in BYD, and 3 added to their existing holdings. Total buy value was $32.04 M.