John Overdeck’s Boyd Gaming BYD Stock Holding History

John Overdeck’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
2021 Q3	–	Sell	-8,000	Closed	-$492K	–	4253
2021 Q2	$492K	Buy	8,000 +2,900	+57%	+$183K	﹤0.01%	3115
2021 Q1	$301K	Sell	5,100 -27,300	-84%	-$1.48M	﹤0.01%	3318
2020 Q4	$1.39M	Buy	+32,400	New	+$1.19M	﹤0.01%	1755
2020 Q1	–	Sell	-21,900	Closed	-$656K	–	3146
2019 Q4	$656K	Buy	+21,900	New	+$616K	﹤0.01%	2577
2019 Q3	–	Sell	-15,400	Closed	-$415K	–	3468
2019 Q2	$415K	Buy	+15,400	New	+$421K	﹤0.01%	2640
2018 Q4	–	Sell	-30,900	Closed	-$1.05M	–	3009
2018 Q3	$1.05M	Sell	30,900 -48,500	-61%	-$1.73M	﹤0.01%	1941
2018 Q2	$2.75M	Buy	+79,400	New	+$2.79M	0.01%	1403
2018 Q1	–	Sell	-25,500	Closed	-$894K	–	3162
2017 Q4	$894K	Sell	25,500 -5,500	-18%	-$166K	﹤0.01%	2044
2017 Q3	$808K	Buy	31,000 +11,000	+55%	+$285K	﹤0.01%	1855
2017 Q2	$496K	Buy	+20,000	New	+$482K	﹤0.01%	2338
2017 Q1	–	Sell	-33,300	Closed	-$672K	–	2919
2016 Q4	$672K	Buy	33,300 +17,300	+108%	+$333K	﹤0.01%	2303
2016 Q3	$316K	Buy	+16,000	New	+$307K	﹤0.01%	2721

Other funds holding BYD

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

John Overdeck's BYD Position: Q2 2026 in Review

John Overdeck opened a new position in Boyd Gaming (BYD) in Q2 2026: 3,248 shares worth $287K. The stake represents ﹤0.01% of the portfolio and ranks #4552 among its holdings. This is a return to the name: John Overdeck previously reported a position in BYD as recently as Q4 2025.

John Overdeck first reported a position in BYD in Q2 2013 and has held it in 36 quarters since. The position peaked at $24.9M in Q4 2021. 417 funds tracked by Wall St. Rank hold BYD as of Q2 2026.

John Overdeck held 3,248 shares of Boyd Gaming worth $287K as of Q2 2026.
Boyd Gaming was a new John Overdeck position in Q2 2026.
Boyd Gaming made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #4552 holding.
John Overdeck first reported a position in Boyd Gaming in Q2 2013 and has held it in 36 quarters since.
John Overdeck's Boyd Gaming position peaked at $24.9M in Q4 2021.
417 funds tracked by Wall St. Rank held Boyd Gaming as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.