Guru Ownership Trend
Guru Analysis for Churchill Downs Incorporated (CHDN)
Churchill Downs Incorporated (CHDN), a key player in the Consumer Discretionary sector, continues to attract institutional attention.
As of Q4 2025, a total of 6 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $116.82 M.
Top institutional holders include Joel Greenblatt and Cliff Asness.
Institutional sentiment is currently Slightly Bearish. This is evidenced by a $24.42 M net outflow during the quarter.
Recent activity highlights Steven Cohen who increased their stake by 523.2%. Conversely, Cliff Asness reduced exposure by 51.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q4 2025)
Guru Consensus (Q4 2025)
FAQs for Churchill Downs Incorporated (CHDN)
Major holders include Joel Greenblatt ($56.46 M), Cliff Asness ($34.79 M), Mario Gabelli ($25.49 M). According to the latest reported data, 6 tracked investment managers collectively hold approximately 1.15 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $24.42 M, with 4 managers increasing positions and 4 managers reducing holdings.
During the most recent reporting period, 2 managers trimmed their positions, while 2 fully exited CHDN. The total reported sell value was $44.62 M.
Yes, 1 managers opened new positions in CHDN, and 3 increased their existing holdings. The total reported buy value was $20.2 M.