Boyd Gaming Corporation (BYD) Underperforms as Weak Las Vegas Tourism Weighs on Results
Ariel Investments, an investment management company, released its "Ariel Focus Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Ariel Investments John W. Rogers | 2,182,342 | $192,766,269 | -5% | 1.92% |
| 2. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 1,012,244 | $89,411,513 | -26% | 0.04% |
| 3. | Quantinno Capital Hoon Kim | 941,274 | $83,142,736 | +2% | 0.1% |
| 4. | Gotham Asset Management Joel Greenblatt | 681,249 | $60,174,724 | -21% | 0.14% |
| 5. | BWCP LP Brandon Weir | 500,568 | $44,215,171 | +8% | 6.32% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $49.80 | 25 | $1,250.98 | 8,364 | 2022-07-15 | Filing | |
| $62.53 | 20 | $1,248.10 | 8,339 | 2022-04-15 | Filing | |
| $62.50 | 150 | $9,375.00 | 150 | 2021-06-09 | Filing | |
| $16.07 | 100,000 | $1,607,450.00 | 19,402,101 | 2020-05-01 | Filing | |
| $19.70 | 1,500 | $29,550.00 | 2,179,632 | 2020-03-11 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $82.00 | 12 | $984.00 | 1,611,671 | 2026-08-24 | Filing | |
| $89.76 | 12,777 | $1,146,863.52 | 422,969 | 2026-07-28 | Filing | |
| $87.69 | 3,468 | $304,108.92 | 56,818 | 2026-06-09 | Filing | |
| $85.90 | 100,000 | $8,590,000.00 | 996,981 | 2026-06-03 | Filing | |
| $80.91 | 1,237 | $100,085.67 | 8,757 | 2026-05-13 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 330,200 | $21,981,414 | 0.56% | |
| 2. | 289,872 | $19,296,783 | 0.22% | |
| 3. | 179,147 | $11,925,816 | 0.21% | |
| 4. | 110,414 | $7,350,260 | 0.07% | |
| 5. | 79,420 | $5,286,989 | 0.12% |