Three Bays Capital’s Boyd Gaming BYD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,637,162	Closed	-$40.6M	–	17
2017 Q2	$40.6M	Sell	1,637,162 -2,240,400	-58%	-$55.6M	3.24%	10
2017 Q1	$85.3M	Buy	+3,877,562	New	+$85.3M	6.99%	4