Sureview Capital’s Boyd Gaming BYD Stock Holding History

Sureview 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
2014 Q1	–	Sell	-600,000	Closed	-$6.76M	–	27
2013 Q4	$6.76M	Sell	600,000 -250,000	-29%	-$2.95M	0.79%	30
2013 Q3	$12M	Buy	+850,000	New	+$10.4M	2.15%	16

Other funds holding BYD

PCM

PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HPM

H. Partners Management New York $154M AUM 19.94% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sureview Capital's BYD Position: Q1 2014 in Review

Sureview Capital sold out of Boyd Gaming (BYD) in Q1 2014, closing a stake of 600,000 shares — an estimated $6.76M sold.

Sureview Capital first reported a position in BYD in Q3 2013 and held it in 2 quarters. The position peaked at $12M in Q3 2013. 162 funds tracked by Wall St. Rank hold BYD as of Q1 2014.

Sureview Capital reported no remaining Boyd Gaming position as of Q1 2014 after selling out during the quarter.
Sureview Capital sold 600,000 Boyd Gaming shares in Q1 2014, an estimated $6.76M.
Sureview Capital first reported a position in Boyd Gaming in Q3 2013 and held it in 2 quarters.
Sureview Capital's Boyd Gaming position peaked at $12M in Q3 2013.
162 funds tracked by Wall St. Rank held Boyd Gaming as of Q1 2014.

Based on Sureview Capital's 13F filing for Q1 2014, filed 15 May 2014.