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Orvieto Partners’s Boyd Gaming BYD Stock Holding History

Orvieto Partners’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 		$822K Sell
10,000
-30,000
-75% -$2.52M 0.7% 33
2025
Q4 		$3.41M Hold
40,000
– – 2.76% 14
2025
Q3 		$3.46M Hold
40,000
– – 2.88% 14
2025
Q2 		$3.13M Hold
40,000
– – 2.78% 12
2025
Q1 		$2.63M Hold
40,000
– – 2.31% 20
2024
Q4 		$2.9M Buy
+40,000
New +$2.81M 2.45% 16

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

Orvieto Partners's BYD Position: Q1 2026 in Review

Orvieto Partners reduced its Boyd Gaming (BYD) stake by 75% in Q1 2026, selling an estimated $2.52M and leaving 10,000 shares worth $822K. The position accounts for 0.7% of the portfolio, ranked #33.

Orvieto Partners first reported a position in BYD in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.46M in Q3 2025. 411 funds tracked by Wall St. Rank hold BYD as of Q1 2026.

  • Orvieto Partners held 10,000 shares of Boyd Gaming worth $822K as of Q1 2026.
  • Orvieto Partners sold 30,000 Boyd Gaming shares in Q1 2026, an estimated $2.52M.
  • Boyd Gaming made up 0.7% of Orvieto Partners's portfolio in Q1 2026, its #33 holding.
  • Orvieto Partners first reported a position in Boyd Gaming in Q4 2024 and has held it in 6 quarters since.
  • Orvieto Partners's Boyd Gaming position peaked at $3.46M in Q3 2025.
  • 411 funds tracked by Wall St. Rank held Boyd Gaming as of Q1 2026.

Based on Orvieto Partners's 13F filing for Q1 2026, filed 14 May 2026.