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Boyd Gaming Corporation

BYD Consumer Discretionary
$71.69 $-0.58 (-0.80%)
Market Cap: $5.21 B
Gurus Holding
10
Popularity Rank
#440
% of Shares Held
4.86%
Net Activity (Q2 2026)
-$17.49 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 Q2 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $252.99 M.

Top institutional holders include John Rogers and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $17.49 M net outflow during the quarter.

Recent activity highlights Renaissance Technologies (RenTech) who increased their stake by 256.6%. Conversely, Ray Dalio reduced exposure by 57.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$15.83 M
Total Buy Value
New Buys 1
Additions 5
-$33.32 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
5
Net Buyers
6

FAQs for Boyd Gaming Corporation (BYD)

Major holders include John Rogers ($192.77 M), Joel Greenblatt ($60.17 M), Mario Gabelli ($15.48 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 3.53 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $17.49 M, with 6 managers increasing positions and 5 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited BYD. The total reported sell value was $33.32 M.

Yes, 1 managers opened new positions in BYD, and 5 increased their existing holdings. The total reported buy value was $15.83 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
1.92% Reduce -4.1% 2,182,342 $192.77 M Q2 2026
0.14% Reduce -20.6% 681,249 $60.17 M Q2 2026
0.14% Reduce -4.0% 175,250 $15.48 M Q2 2026
0.02% Add 256.6% 168,300 $14.87 M Q2 2026
0.08% Add 4.2% 105,872 $9.35 M Q2 2026
0.02% Add 6.8% 84,913 $7.5 M Q2 2026
0.02% Reduce -57.9% 67,825 $5.99 M Q2 2026
0.01% New Buy 46,105 $4.07 M Q2 2026
0.00% Add 15.3% 16,957 $1.5 M Q2 2026
0.00% Add 138.8% 117 $10,480 Q2 2026
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