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Long Pond Capital’s Boyd Gaming BYD Stock Holding History

Long Pond Capital’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
2024
Q4 		– Sell
-133,228
Closed -$8.61M – 29
2024
Q3 		$8.61M Sell
133,228
-237,728
-64% -$14M 0.39% 35
2024
Q2 		$20.4M Buy
+370,956
New +$21.2M 1.09% 28
2022
Q3 		– Sell
-389,664
Closed -$19.4M – 35
2022
Q2 		$19.4M Buy
389,664
+322,927
+484% +$18.7M 0.96% 31
2022
Q1 		$4.39M Buy
+66,737
New +$4.34M 0.18% 34
2020
Q1 		– Sell
-181,774
Closed -$5.44M – 32
2019
Q4 		$5.44M Sell
181,774
-968,558
-84% -$27.3M 0.14% 35
2019
Q3 		$27.6M Buy
1,150,332
+565,000
+97% +$14.3M 0.72% 29
2019
Q2 		$15.8M Buy
+585,332
New +$16M 0.47% 37
2016
Q4 		– Sell
-2,832,302
Closed -$56M – 23
2016
Q3 		$56M Buy
2,832,302
+47,697
+2% +$917K 2.61% 14
2016
Q2 		$51.2M Buy
+2,784,605
New +$54M 2.4% 16
2016
Q1 		– Sell
-1,655,493
Closed -$32.9M – 27
2015
Q4 		$32.9M Hold
1,655,493
– – 1.52% 19
2015
Q3 		$27M Sell
1,655,493
-1,920,043
-54% -$31.8M 1.17% 22
2015
Q2 		$53.5M Hold
3,575,536
– – 1.96% 16
2015
Q1 		$50.8M Buy
3,575,536
+1,690,723
+90% +$23.2M 2.35% 14
2014
Q4 		$24.1M Sell
1,884,813
-584,035
-24% -$6.57M 1.44% 21
2014
Q3 		$25.1M Buy
2,468,848
+255,126
+12% +$2.76M 1.73% 19
2014
Q2 		$26.9M Sell
2,213,722
-888,800
-29% -$10.3M 1.84% 18
2014
Q1 		$41M Buy
+3,102,522
New +$35.9M 4.07% 8

Other funds holding BYD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Long Pond Capital's BYD Position: Q4 2024 in Review

Long Pond Capital sold out of Boyd Gaming (BYD) in Q4 2024, closing a stake of 133,228 shares — an estimated $8.61M sold.

Long Pond Capital first reported a position in BYD in Q1 2014 and held it in 17 quarters. The position peaked at $56M in Q3 2016. 345 funds tracked by Wall St. Rank hold BYD as of Q4 2024.

  • Long Pond Capital reported no remaining Boyd Gaming position as of Q4 2024 after selling out during the quarter.
  • Long Pond Capital sold 133,228 Boyd Gaming shares in Q4 2024, an estimated $8.61M.
  • Long Pond Capital first reported a position in Boyd Gaming in Q1 2014 and held it in 17 quarters.
  • Long Pond Capital's Boyd Gaming position peaked at $56M in Q3 2016.
  • 345 funds tracked by Wall St. Rank held Boyd Gaming as of Q4 2024.

Based on Long Pond Capital's 13F filing for Q4 2024, filed 13 Feb 2025.