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London Company of Virginia’s Churchill Downs CHDN Stock Holding History

London Company of Virginia’s Portfolio CHDN Stock Details CHDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$233M Sell
2,593,821
-26,902
-1% -$2.56M 1.44% 30
2025
Q4 		$298M Sell
2,620,723
-229,384
-8% -$23.8M 1.72% 22
2025
Q3 		$276M Sell
2,850,107
-143,963
-5% -$14.8M 1.53% 23
2025
Q2 		$302M Buy
2,994,070
+835,294
+39% +$81.8M 1.71% 18
2025
Q1 		$240M Sell
2,158,776
-74,548
-3% -$8.91M 1.37% 26
2024
Q4 		$298M Sell
2,233,324
-15,150
-0.7% -$2.1M 1.63% 18
2024
Q3 		$304M Buy
2,248,474
+82,908
+4% +$11.5M 1.6% 21
2024
Q2 		$302M Buy
2,165,566
+437,323
+25% +$57.4M 1.7% 19
2024
Q1 		$214M Buy
1,728,243
+15,166
+0.9% +$1.83M 1.13% 35
2023
Q4 		$231M Buy
1,713,077
+9,091
+0.5% +$1.08M 1.3% 30
2023
Q3 		$198M Sell
1,703,986
-83,475
-5% -$10.3M 1.19% 31
2023
Q2 		$249M Sell
1,787,461
-76,841
-4% -$10.5M 1.41% 28
2023
Q1 		$240M Sell
1,864,302
-12,280
-0.7% -$1.48M 1.38% 30
2022
Q4 		$198M Sell
1,876,582
-37,568
-2% -$3.96M 1.17% 36
2022
Q3 		$176M Sell
1,914,150
-14,684
-0.8% -$1.5M 1.12% 40
2022
Q2 		$185M Sell
1,928,834
-35,422
-2% -$3.52M 1.13% 40
2022
Q1 		$218M Buy
1,964,256
+21,966
+1% +$2.41M 1.15% 37
2021
Q4 		$234M Sell
1,942,290
-94,292
-5% -$11.2M 1.18% 36
2021
Q3 		$244M Buy
2,036,582
+1,076,630
+112% +$109M 1.34% 32
2021
Q2 		$95.2M Buy
959,952
+63,368
+7% +$6.51M 0.51% 62
2021
Q1 		$102M Sell
896,584
-87,904
-9% -$9.68M 0.58% 60
2020
Q4 		$95.9M Sell
984,488
-137,084
-12% -$12.4M 0.6% 59
2020
Q3 		$91.9M Sell
1,121,572
-30,272
-3% -$2.35M 0.65% 57
2020
Q2 		$76.7M Buy
1,151,844
+19,836
+2% +$1.13M 0.6% 59
2020
Q1 		$58.3M Buy
1,132,008
+13,998
+1% +$903K 0.56% 61
2019
Q4 		$76.7M Buy
1,118,010
+528,200
+90% +$34.4M 0.59% 57
2019
Q3 		$36.4M Sell
589,810
-16,308
-3% -$984K 0.3% 76
2019
Q2 		$34.9M Buy
606,118
+82,390
+16% +$4.14M 0.3% 78
2019
Q1 		$23.6M Sell
523,728
-22,848
-4% -$1.02M 0.2% 89
2018
Q4 		$22.2M Buy
+546,576
New +$24.1M 0.21% 88

Other funds holding CHDN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

London Company of Virginia's CHDN Position: Q1 2026 in Review

London Company of Virginia reduced its Churchill Downs (CHDN) stake by 1% in Q1 2026, selling an estimated $2.56M and leaving 2,593,821 shares worth $233M. The position accounts for 1.44% of the portfolio, ranked #30.

London Company of Virginia first reported a position in CHDN in Q4 2018 and has held it in 30 quarters since. The position peaked at $304M in Q3 2024. 449 funds tracked by Wall St. Rank hold CHDN as of Q1 2026.

  • London Company of Virginia held 2,593,821 shares of Churchill Downs worth $233M as of Q1 2026.
  • London Company of Virginia sold 26,902 Churchill Downs shares in Q1 2026, an estimated $2.56M.
  • Churchill Downs made up 1.44% of London Company of Virginia's portfolio in Q1 2026, its #30 holding.
  • London Company of Virginia first reported a position in Churchill Downs in Q4 2018 and has held it in 30 quarters since.
  • London Company of Virginia's Churchill Downs position peaked at $304M in Q3 2024.
  • 449 funds tracked by Wall St. Rank held Churchill Downs as of Q1 2026.

Based on London Company of Virginia's 13F filing for Q1 2026, filed 15 May 2026.