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Churchill Downs Incorporated

CHDN Consumer Discretionary
$93.71 +$0.59 (0.63%)
Market Cap: $6.53 B
Gurus Holding
7
Popularity Rank
#988
% of Shares Held
3.25%
Net Activity (Q2 2026)
+$47.05 M

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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $212.42 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Bullish. This is evidenced by a $47.05 M net inflow during the quarter.

Recent activity highlights Ray Dalio who increased their stake by 241.0%. Conversely, Mario Gabelli reduced exposure by 0.9%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$61.27 M
Total Buy Value
New Buys 1
Additions 5
-$14.21 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
2
Net Buyers
6

FAQs for Churchill Downs Incorporated (CHDN)

Major holders include Cliff Asness ($75.64 M), Joel Greenblatt ($58.15 M), Steven Cohen ($22.92 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 2.27 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $47.05 M, with 6 managers increasing positions and 2 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 1 fully exited CHDN. The total reported sell value was $14.21 M.

Yes, 1 managers opened new positions in CHDN, and 5 increased their existing holdings. The total reported buy value was $61.27 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Add 2.9% 843,847 $75.64 M Q2 2026
0.14% Add 157.9% 648,726 $58.15 M Q2 2026
0.03% Add 50.8% 255,741 $22.92 M Q2 2026
0.18% Reduce -0.9% 222,825 $19.97 M Q2 2026
0.02% New Buy 165,250 $14.81 M Q2 2026
0.03% Add 0.8% 116,250 $10.42 M Q2 2026
0.01% Add 241.0% 14,133 $1.27 M Q2 2026
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