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Light & Wonder, Inc.

LNW Consumer Discretionary
$86.22 $-3.33 (-3.72%)
Market Cap: $7.03 B
Gurus Holding
5
Popularity Rank
#1833
% of Shares Held
1.26%
Net Activity (Q3 2025)
+$43.96 M

Guru Ownership Trend

Guru Analysis for Light & Wonder, Inc. (LNW)

Light & Wonder, Inc. (LNW), a key player in the Consumer Discretionary sector, continues to attract institutional attention.

As of Q3 2025, a total of 5 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $88.77 M.

Top institutional holders include Cliff Asness and Steven Cohen.

Institutional sentiment is currently Bullish. This is evidenced by a $43.96 M net inflow during the quarter.

Recent activity highlights Steven Cohen who opened a new position. Conversely, Joel Greenblatt reduced exposure by 9.9%.

Key Holders

Top 5 by Value

$70.72 M
$6.86 M
$1.68 M
$938,533

Top 5 by Conviction

Recent Activity Breakdown (Q3 2025)

+$44.94 M
Total Buy Value
New Buys 3
Additions 1
-$976,469.42
Total Sell Value
Reductions 1
Sold Out 2

Guru Consensus (Q3 2025)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for Light & Wonder, Inc. (LNW)

Major holders include Cliff Asness ($70.72 M), Steven Cohen ($6.86 M), Renaissance Technologies ($6.22 M). According to the latest reported data, 5 tracked investment managers collectively hold approximately 1.03 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $43.96 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 1 managers trimmed their positions, while 2 fully exited LNW. The total reported sell value was $976,469.42.

Yes, 3 managers opened new positions in LNW, and 1 increased their existing holdings. The total reported buy value was $44.94 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.05% Add 74.5% 842,528 $70.72 M Q3 2025
0.01% New Buy 81,739 $6.86 M Q3 2025
0.01% New Buy 74,100 $6.22 M Q3 2025
0.01% New Buy 19,975 $1.68 M Q3 2025
0.00% Reduce -9.9% 11,181 $938,533 Q3 2025
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