H. Partners Management’s Boyd Gaming BYD Stock Holding History

H. Partners 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
2017 Q2	–	Sell	-1,775,000	Closed	-$39.1M	–	3
2017 Q1	$39.1M	Sell	1,775,000 -2,475,000	-58%	-$50.3M	3.34%	3
2016 Q4	$85.7M	Sell	4,250,000 -1,250,000	-23%	-$24.1M	6.23%	3
2016 Q3	$109M	Hold	5,500,000	–	–	8.82%	3
2016 Q2	$101M	Hold	5,500,000	–	–	7.94%	3
2016 Q1	$114M	Buy	5,500,000 +1,285,950	+31%	+$22.7M	8.41%	3
2015 Q4	$83.7M	Hold	4,214,050	–	–	6.36%	3
2015 Q3	$68.7M	Hold	4,214,050	–	–	5.14%	4
2015 Q2	$63M	Hold	4,214,050	–	–	4.79%	3
2015 Q1	$59.8M	Hold	4,214,050	–	–	4.46%	5
2014 Q4	$53.9M	Hold	4,214,050	–	–	4.29%	5
2014 Q3	$42.8M	Hold	4,214,050	–	–	3.91%	5
2014 Q2	$51.1M	Hold	4,214,050	–	–	4.01%	5
2014 Q1	$55.6M	Sell	4,214,050 -35,950	-0.8%	-$416K	4.57%	5
2013 Q4	$47.9M	Buy	4,250,000 +400,000	+10%	+$4.73M	3.19%	5
2013 Q3	$54.5M	Hold	3,850,000	–	–	4.06%	5
2013 Q2	$43.5M	Buy	+3,850,000	New	+$43.5M	3.27%	5

Other funds holding BYD

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

PCM

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

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

HCM

Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

H. Partners Management's BYD Position: Q2 2017 in Review

H. Partners Management sold out of Boyd Gaming (BYD) in Q2 2017, closing a stake of 1,775,000 shares — an estimated $39.1M sold.

H. Partners Management first reported a position in BYD in Q2 2013 and held it in 16 quarters. The position peaked at $114M in Q1 2016. 187 funds tracked by Wall St. Rank hold BYD as of Q2 2017.

H. Partners Management reported no remaining Boyd Gaming position as of Q2 2017 after selling out during the quarter.
H. Partners Management sold 1,775,000 Boyd Gaming shares in Q2 2017, an estimated $39.1M.
H. Partners Management first reported a position in Boyd Gaming in Q2 2013 and held it in 16 quarters.
H. Partners Management's Boyd Gaming position peaked at $114M in Q1 2016.
187 funds tracked by Wall St. Rank held Boyd Gaming as of Q2 2017.

Based on H. Partners Management's 13F filing for Q2 2017, filed 14 Aug 2017.