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Nitorum Capital’s Boyd Gaming BYD Stock Holding History

Nitorum 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
2026
Q1 		$5.2M Sell
63,256
-198,014
-76% -$16.6M 4.56% 10
2025
Q4 		$22.3M Sell
261,270
-15,771
-6% -$1.3M 4.92% 6
2025
Q3 		$24M Sell
277,041
-112,915
-29% -$9.48M 4.21% 8
2025
Q2 		$30.5M Sell
389,956
-18,354
-4% -$1.31M 4.52% 8
2025
Q1 		$26.9M Sell
408,310
-84,138
-17% -$6.17M 3.78% 10
2024
Q4 		$35.7M Sell
492,448
-44,284
-8% -$3.11M 4.11% 7
2024
Q3 		$34.7M Sell
536,732
-163,019
-23% -$9.62M 3.49% 11
2024
Q2 		$38.6M Buy
699,751
+237,583
+51% +$13.6M 4.2% 9
2024
Q1 		$31.1M Sell
462,168
-9,200
-2% -$586K 3.17% 13
2023
Q4 		$29.5M Buy
471,368
+116,778
+33% +$6.92M 3.16% 13
2023
Q3 		$21.6M Sell
354,590
-140,300
-28% -$9.34M 2.36% 23
2023
Q2 		$34.3M Buy
494,890
+19,800
+4% +$1.33M 3.47% 14
2023
Q1 		$30.5M Sell
475,090
-57,524
-11% -$3.56M 3.23% 13
2022
Q4 		$29M Sell
532,614
-77,400
-13% -$4.36M 2.74% 16
2022
Q3 		$29.1M Sell
610,014
-52,300
-8% -$2.8M 2.53% 18
2022
Q2 		$33M Hold
662,314
– – 2.43% 19
2022
Q1 		$43.6M Sell
662,314
-343,231
-34% -$22.3M 2.89% 14
2021
Q4 		$65.9M Buy
+1,005,545
New +$63.8M 3.09% 11

Other funds holding BYD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nitorum Capital's BYD Position: Q1 2026 in Review

Nitorum Capital reduced its Boyd Gaming (BYD) stake by 76% in Q1 2026, selling an estimated $16.6M and leaving 63,256 shares worth $5.2M. The position accounts for 4.56% of the portfolio, ranked #10.

Nitorum Capital first reported a position in BYD in Q4 2021 and has held it in 18 quarters since. The position peaked at $65.9M in Q4 2021. 411 funds tracked by Wall St. Rank hold BYD as of Q1 2026.

  • Nitorum Capital held 63,256 shares of Boyd Gaming worth $5.2M as of Q1 2026.
  • Nitorum Capital sold 198,014 Boyd Gaming shares in Q1 2026, an estimated $16.6M.
  • Boyd Gaming made up 4.56% of Nitorum Capital's portfolio in Q1 2026, its #10 holding.
  • Nitorum Capital first reported a position in Boyd Gaming in Q4 2021 and has held it in 18 quarters since.
  • Nitorum Capital's Boyd Gaming position peaked at $65.9M in Q4 2021.
  • 411 funds tracked by Wall St. Rank held Boyd Gaming as of Q1 2026.

Based on Nitorum Capital's 13F filing for Q1 2026, filed 15 May 2026.