Boyd Gaming: A Bull-Case Theory
In this article, we summarize a bullish thesis posted on VIC regarding Boyd Gaming Corporation (BYD) in July when BYD was trading at $54.
Boyd Gaming Corp (BYD)
Market is closed
Sector: Hotels & Motels
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Ariel Investments John W. Rogers | 3,185,137 | $205,919,107 | +6% | 2.1% |
| 2. | HG Vora Capital Management Parag Vora | 3,000,000 | $193,950,000 | -25% | 14.2% |
| 3. | Balyasny Asset Management Dmitry Balyasny | 1,120,847 | $72,462,758 | +49% | 0.11% |
| 4. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 854,900 | $55,269,285 | +99% | 0.04% |
| 5. | 745,500 | $48,196,575 | -2% | 0% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $49.80 | 25 | Director | 8,364 | 2022-07-15 | Filing | |
| $62.53 | 20 | Director | 8,339 | 2022-04-15 | Filing | |
| $62.50 | 150 | Director | 150 | 2021-06-09 | Filing | |
| $16.07 | 100,000 | Large Shareholder, Officer, Director | 19,402,101 | 2020-05-01 | Filing | |
| $19.70 | 1,500 | Officer, Director | 2,179,632 | 2020-03-11 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $73.49 | 40,000 | Officer, Director | 1,161,202 | 2024-11-13 | Filing | |
| $71.43 | 21,549 | Officer | 438,615 | 2024-11-06 | Filing | |
| $68.84 | 1,096 | Director | 0 | 2024-11-01 | Filing | |
| $69.35 | 25,155 | Director | 1,487,970 | 2024-10-31 | Filing | |
| $70.97 | 74,845 | Director | 1,513,125 | 2024-10-30 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 8,159,557 | $510,869,880 | 0.01% | |
| 2. | 7,434,379 | $465,466,470 | 0.01% | |
| 3. | 2,756,215 | $172,637,752 | 0.22% | |
| 4. | 2,065,806 | $129,670,302 | 0% | |
| 5. | 1,895,168 | $118,656,466 | 0% |
News See All
Boyd Gaming Corporation (NYSE:BYD) Q3 2024 Earnings Call Transcript
David Strow: Good afternoon, and welcome to the Boyd Gaming Third Quarter 2024 Earnings Conference Call. My name is David Strow, Vice President of Corporate Communications for Boyd Gaming.
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Boyd Gaming Corporation (NYSE:BYD) Q2 2024 Earnings Call Transcript
David Strow: Good afternoon, and welcome to the Boyd Gaming Second Quarter 2024 Earnings Conference Call. My name is David Strow, Vice President of Corporate Communications for Boyd Gaming.
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Boyd Gaming Corporation (NYSE:BYD) Q1 2024 Earnings Call Transcript
Boyd Gaming Corporation misses on earnings expectations. Reported EPS is $1.51 EPS, expectations were $1.57.
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Boyd Gaming Corporation (NYSE:BYD) Q4 2023 Earnings Call Transcript
David Strow: Good afternoon, and welcome to the Boyd Gaming Fourth Quarter and Full Year 2023 Conference Call. My name is David Strow, Vice President of Corporate Communications for Boyd Gaming.
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Billionaire Hedge Funds
