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Churchill Downs Incorporated

CHDN Consumer Discretionary
$84.61 $-1.71 (-1.98%)
Market Cap: $5.9 B
Gurus Holding
7
Popularity Rank
#1148
% of Shares Held
2.50%
Net Activity (Q1 2026)
+$51.04 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 Q1 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $147.35 M.

Top institutional holders include Cliff Asness and Joel Greenblatt.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $51.04 M net inflow during the quarter.

Recent activity highlights Steven Cohen who increased their stake by 205.8%. Conversely, Joel Greenblatt reduced exposure by 49.3%.

Key Holders

Top 5 by Value

$71.65 M
$22.6 M
$20.2 M
$15.24 M
$14.03 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$74.93 M
Total Buy Value
New Buys 2
Additions 4
-$23.9 M
Total Sell Value
Reductions 1
Sold Out 1

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
2
Net Buyers
6

FAQs for Churchill Downs Incorporated (CHDN)

Major holders include Cliff Asness ($71.65 M), Joel Greenblatt ($22.6 M), Mario Gabelli ($20.2 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 1.74 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $51.04 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 $23.9 M.

Yes, 2 managers opened new positions in CHDN, and 4 increased their existing holdings. The total reported buy value was $74.93 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.03% Add 168.1% 819,843 $71.65 M Q1 2026
0.07% Reduce -49.3% 251,531 $22.6 M Q1 2026
0.20% Add 0.4% 224,856 $20.2 M Q1 2026
0.02% Add 205.8% 169,601 $15.24 M Q1 2026
0.03% Add 176.3% 156,185 $14.03 M Q1 2026
0.03% New Buy 115,350 $10.36 M Q1 2026
0.00% New Buy 4,145 $372,345 Q1 2026
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