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Brandywine Global Investment Management’s Boyd Gaming BYD Stock Holding History

Brandywine Global Investment Management’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
2025
Q4 		$8.13M Sell
95,427
-834
-0.9% -$68.7K 0.05% 293
2025
Q3 		$8.32M Sell
96,261
-11,796
-11% -$991K 0.06% 288
2025
Q2 		$8.45M Buy
108,057
+24,073
+29% +$1.72M 0.06% 282
2025
Q1 		$5.53M Buy
83,984
+24,833
+42% +$1.82M 0.04% 337
2024
Q4 		$4.29M Buy
+59,151
New +$4.15M 0.03% 386
2024
Q3 		– Sell
-141,685
Closed -$7.81M – 678
2024
Q2 		$7.81M Sell
141,685
-45,428
-24% -$2.59M 0.06% 308
2024
Q1 		$12.6M Buy
187,113
+4,904
+3% +$313K 0.09% 231
2023
Q4 		$11.4M Buy
182,209
+39,368
+28% +$2.33M 0.09% 228
2023
Q3 		$8.69M Buy
142,841
+13,557
+10% +$903K 0.08% 261
2023
Q2 		$8.97M Buy
129,284
+63,725
+97% +$4.28M 0.07% 261
2023
Q1 		$4.2M Sell
65,559
-2,389
-4% -$148K 0.03% 421
2022
Q4 		$3.71M Buy
67,948
+28,787
+74% +$1.62M 0.03% 453
2022
Q3 		$1.87M Sell
39,161
-572
-1% -$30.6K 0.02% 551
2022
Q2 		$1.98M Sell
39,733
-302
-0.8% -$17.5K 0.02% 540
2022
Q1 		$2.63M Buy
+40,035
New +$2.6M 0.02% 503

Other funds holding BYD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Brandywine Global Investment Management's BYD Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its Boyd Gaming (BYD) stake by 0.87% in Q4 2025, selling an estimated $68.7K and leaving 95,427 shares worth $8.13M. The position accounts for 0.05% of the portfolio, ranked #293.

Brandywine Global Investment Management first reported a position in BYD in Q1 2022 and has held it in 15 quarters since. The position peaked at $12.6M in Q1 2024. 424 funds tracked by Wall St. Rank hold BYD as of Q4 2025.

  • Brandywine Global Investment Management held 95,427 shares of Boyd Gaming worth $8.13M as of Q4 2025.
  • Brandywine Global Investment Management sold 834 Boyd Gaming shares in Q4 2025, an estimated $68.7K.
  • Boyd Gaming made up 0.05% of Brandywine Global Investment Management's portfolio in Q4 2025, its #293 holding.
  • Brandywine Global Investment Management first reported a position in Boyd Gaming in Q1 2022 and has held it in 15 quarters since.
  • Brandywine Global Investment Management's Boyd Gaming position peaked at $12.6M in Q1 2024.
  • 424 funds tracked by Wall St. Rank held Boyd Gaming as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.