Governors Lane’s Boyd Gaming BYD Stock Holding History

Governors Lane’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 Q1	–	Sell	-239,669	Closed	-$17.4M	–	64
2024 Q4	$17.4M	Buy	239,669 +2,769	+1%	+$194K	1.35%	28
2024 Q3	$15.3M	Buy	+236,900	New	+$14M	1.18%	31

Other funds holding BYD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HVCM

HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Governors Lane's BYD Position: Q1 2025 in Review

Governors Lane sold out of Boyd Gaming (BYD) in Q1 2025, closing a stake of 239,669 shares — an estimated $17.4M sold.

Governors Lane first reported a position in BYD in Q3 2024 and held it in 2 quarters. The position peaked at $17.4M in Q4 2024. 355 funds tracked by Wall St. Rank hold BYD as of Q1 2025.

Governors Lane reported no remaining Boyd Gaming position as of Q1 2025 after selling out during the quarter.
Governors Lane sold 239,669 Boyd Gaming shares in Q1 2025, an estimated $17.4M.
Governors Lane first reported a position in Boyd Gaming in Q3 2024 and held it in 2 quarters.
Governors Lane's Boyd Gaming position peaked at $17.4M in Q4 2024.
355 funds tracked by Wall St. Rank held Boyd Gaming as of Q1 2025.

Based on Governors Lane's 13F filing for Q1 2025, filed 15 May 2025.