Churchill Downs Incorporated (CHDN): A Bull Case Theory
We came across a bullish thesis on Churchill Downs Incorporated on Valueinvestorsclub.com by BSCM753. In this article, we will summarize the bulls’ thesis on CHDN.
Churchill Downs Inc (CHDN)
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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. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,384,089 | $157,481,646 | +1% | 0.09% |
| 2. | Hudson Way Capital Management William Hyatt | 1,037,822 | $118,083,387 | -9% | 9.39% |
| 3. | Balyasny Asset Management Dmitry Balyasny | 1,020,393 | $116,100,316 | +95% | 0.15% |
| 4. | Citadel Investment Group Ken Griffin | 942,167 | $107,199,761 | +997% | 0.02% |
| 5. | Alua Capital Management Tom Purcell And Marco Tablada | 715,580 | $81,418,692 | +44% | 6.03% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $92.77 | 10,000 | $927,700.00 | 38,869 | 2025-05-07 | Filing | |
| $92.65 | 2,000 | $185,300.00 | 99,012 | 2025-05-05 | Filing | |
| $92.97 | 2,000 | $185,940.00 | 33,260 | 2025-05-02 | Filing | |
| $130.22 | 3,800 | $494,836.00 | 28,902 | 2024-04-29 | Filing | |
| $176.80 | 525 | $92,820.00 | 45,880 | 2022-05-24 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $246.03 | 9,727 | $2,393,133.81 | 276,276 | 2023-03-03 | Filing | |
| $244.48 | 12,049 | $2,945,739.52 | 286,003 | 2023-03-02 | Filing | |
| $243.29 | 7,951 | $1,934,398.79 | 298,052 | 2023-03-02 | Filing | |
| $247.29 | 2,782 | $687,960.78 | 306,003 | 2023-03-01 | Filing | |
| $246.74 | 11,415 | $2,816,537.10 | 308,785 | 2023-03-01 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,202,982 | $705,775,309 | 0.01% | |
| 2. | 6,036,416 | $686,823,412 | 0.01% | |
| 3. | 3,099,437 | $352,653,942 | 0.06% | |
| 4. | 2,620,723 | $298,187,041 | 1.72% | |
| 5. | 1,956,295 | $223,424,134 | 0.01% |
News See All
Churchill Downs (CHDN) Rallies as Gaming Operations Stabilize
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” Q4 2025 investor letter. A copy of the letter can be downloaded here.
Churchill Downs Incorporated (NASDAQ:CHDN) Q3 2025 Earnings Call Transcript
Operator: Good day, ladies and gentlemen, and welcome to the Churchill Downs Incorporated 2025 Third Quarter Earnings Conference Call.
Churchill Downs Adds Middle East Races to Global Derby Path
Churchill Downs Incorporated (NASDAQ:CHDN) is one of the oversold mid-cap stocks to buy according to hedge funds.
9 Oversold Mid-Cap Stocks to Buy According to Hedge Funds
Mid-caps sit between small and large caps (roughly ~$2–$10B market value) and are tracked most cleanly by the S&P MidCap 400 and the Russell Midcap family.
JMP Securities Reiterates Bullish Outlook on Churchill Downs (CHDN) Ahead of Kentucky Derby
Churchill Downs Incorporated (NASDAQ:CHDN) ranks among the most undervalued NASDAQ stocks to buy now.
14 Most Undervalued NASDAQ Stocks to Buy Now
On September 22, stocks surged to mark a third consecutive day of record-high closes, driven by hopes that the AI trade and additional Fed policy easing would boost the upward trend.
Churchill Downs Incorporated (CHDN) Sold Off Following Earnings Release
Baron Funds, an investment management company, released its “Baron Real Estate Fund” second-quarter 2025 investor letter. A copy of the letter can be downloaded here.
Here’s Why Churchill Downs Incorporated (CHDN) Traded Down in Q2
The London Company, an investment management company, released “The London Company Mid Cap Strategy” second quarter 2025 investor letter. A copy of the letter can be downloaded here.
Churchill Downs Incorporated (NASDAQ:CHDN) Q2 2025 Earnings Call Transcript
Operator: Good day, ladies and gentlemen, and welcome to the Churchill Downs Incorporated 2025 Second Quarter Earnings Conference Call.
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