Qsemble Capital Management’s Boyd Gaming BYD Stock Holding History

Qsemble Capital Management’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	$318K	Sell	3,867 -18,393	-83%	-$1.54M	0.02%	403
2025 Q4	$1.9M	Buy	+22,260	New	+$1.83M	0.16%	202
2025 Q3	–	Sell	-18,187	Closed	-$1.42M	–	470
2025 Q2	$1.42M	Buy	+18,187	New	+$1.3M	0.14%	197
2025 Q1	–	Sell	-14,149	Closed	-$1.03M	–	445
2024 Q4	$1.03M	Buy	+14,149	New	+$993K	0.14%	206
2024 Q2	–	Sell	-5,068	Closed	-$341K	–	438
2024 Q1	$341K	Buy	+5,068	New	+$323K	0.07%	324
2023 Q2	–	Sell	-4,900	Closed	-$314K	–	225
2023 Q1	$314K	Buy	+4,900	New	+$303K	0.21%	168

Other funds holding BYD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Qsemble Capital Management's BYD Position: Q1 2026 in Review

Qsemble Capital Management reduced its Boyd Gaming (BYD) stake by 83% in Q1 2026, selling an estimated $1.54M and leaving 3,867 shares worth $318K. The position accounts for 0.02% of the portfolio, ranked #403.

Qsemble Capital Management first reported a position in BYD in Q1 2023 and has held it in 6 quarters since. The position peaked at $1.9M in Q4 2025. 411 funds tracked by Wall St. Rank hold BYD as of Q1 2026.

Qsemble Capital Management held 3,867 shares of Boyd Gaming worth $318K as of Q1 2026.
Qsemble Capital Management sold 18,393 Boyd Gaming shares in Q1 2026, an estimated $1.54M.
Boyd Gaming made up 0.02% of Qsemble Capital Management's portfolio in Q1 2026, its #403 holding.
Qsemble Capital Management first reported a position in Boyd Gaming in Q1 2023 and has held it in 6 quarters since.
Qsemble Capital Management's Boyd Gaming position peaked at $1.9M in Q4 2025.
411 funds tracked by Wall St. Rank held Boyd Gaming as of Q1 2026.

Based on Qsemble Capital Management's 13F filing for Q1 2026, filed 7 May 2026.