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Boyd Gaming Corporation

BYD Consumer Discretionary
$86.58 $-1.29 (-1.47%)
Market Cap: $6.44 B
Gurus Holding
10
Popularity Rank
#472
% of Shares Held
5.01%
Net Activity (Q1 2026)
-$47.06 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 Q1 2026, a total of 10 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $322.73 M.

Top institutional holders include John Rogers and Joel Greenblatt.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $47.06 M net outflow during the quarter.

Recent activity highlights Manning & Napier Group who dramatically increased their stake. Conversely, Jefferies Group reduced exposure by 95.3%.

Key Holders

Top 5 by Value

$186.91 M
$70.51 M
$13.23 M
$8.35 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$17.43 M
Total Buy Value
New Buys 0
Additions 6
-$64.49 M
Total Sell Value
Reductions 4
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
5
Net Buyers
6

FAQs for Boyd Gaming Corporation (BYD)

Major holders include John Rogers ($186.91 M), Joel Greenblatt ($70.51 M), Mario Gabelli ($15 M). According to the latest reported data, 10 tracked investment managers collectively hold approximately 3.73 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $47.06 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 $64.49 M.

Yes, 0 managers opened new positions in BYD, and 6 increased their existing holdings. The total reported buy value was $17.43 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
2.09% Reduce -2.8% 2,274,418 $186.91 M Q1 2026
0.22% Add 25.5% 858,036 $70.51 M Q1 2026
0.15% Reduce -28.1% 182,550 $15 M Q1 2026
0.06% Reduce -24.1% 160,951 $13.23 M Q1 2026
0.08% Add 34.0% 101,596 $8.35 M Q1 2026
0.02% Add 1.1% 79,533 $6.54 M Q1 2026
0.01% Add 22.9% 47,200 $3.88 M Q1 2026
0.00% Add 18.2% 14,707 $1.2 M Q1 2026
0.00% Reduce -95.3% 8,493 $697,955 Q1 2026
0.00% Add 1533.3% 49 $3,928 Q1 2026
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