Baupost Group’s Boyd Gaming BYD Stock Holding History

Baupost Group’s Portfolio BYD Stock Details BYD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-979,476	Closed	-$9.95M	–	28
2014 Q3	$9.95M	Sell	979,476 -1,815,154	-65%	-$19.7M	0.17%	24
2014 Q2	$33.9M	Buy	+2,794,630	New	+$32.3M	0.55%	19

Other funds holding BYD

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

Addison Clark Management Stamford, Connecticut $5M AUM 6.65% 1-Year Est. Return

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return

Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return

Baupost Group's BYD Position: Q4 2014 in Review

Baupost Group sold out of Boyd Gaming (BYD) in Q4 2014, closing a stake of 979,476 shares — an estimated $9.95M sold.

Baupost Group first reported a position in BYD in Q2 2014 and held it in 2 quarters. The position peaked at $33.9M in Q2 2014. 163 funds tracked by Wall St. Rank hold BYD as of Q4 2014.

Baupost Group reported no remaining Boyd Gaming position as of Q4 2014 after selling out during the quarter.
Baupost Group sold 979,476 Boyd Gaming shares in Q4 2014, an estimated $9.95M.
Baupost Group first reported a position in Boyd Gaming in Q2 2014 and held it in 2 quarters.
Baupost Group's Boyd Gaming position peaked at $33.9M in Q2 2014.
163 funds tracked by Wall St. Rank held Boyd Gaming as of Q4 2014.

Based on Baupost Group's 13F filing for Q4 2014, filed 13 Feb 2015.