Here’s Why Baron Real Estate Fund is Constructive on Caesars Entertainment (CZR)
Baron Capital, an investment management company, released its Q4 2025 letter for its “Baron Real Estate Fund”. A copy of the letter is available to download here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Arini Capital Management Hamza Lemssouguer | 1,185,542 | $35,779,658 | -70% | 7.4% |
| 2. | GAMCO Investors Mario Gabelli | 1,066,575 | $32,189,234 | -2% | 0.29% |
| 3. | Centiva Capital Karim Abbadi And Edward Mcbride | 712,767 | $21,511,308 | +3369% | 0.19% |
| 4. | Alpine Associates Robert Emil Zoellner | 564,599 | $17,039,598 | 1.07% | |
| 5. | Quantinno Capital Hoon Kim | 479,950 | $14,484,911 | +41% | 0.02% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $42.27 | 2,700 | $114,129.00 | 15,200 | 2023-05-16 | Filing | |
| $42.80 | 2,500 | $107,000.00 | 12,500 | 2023-05-12 | Filing | |
| $18.69 | 1,000 | $18,687.60 | 32,780 | 2025-10-31 | Filing | |
| $27.00 | 4,000 | $108,000.00 | 56,255 | 2025-03-07 | Filing | |
| $33.36 | 1,850 | $61,716.00 | 37,392 | 2025-03-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $29.46 | 16,897 | $497,711.27 | 0 | 2026-06-12 | Filing | |
| $29.47 | 24,800 | $730,972.56 | 16,897 | 2026-06-11 | Filing | |
| $29.41 | 50,000 | $1,470,460.00 | 41,697 | 2026-06-10 | Filing | |
| $29.31 | 36,027 | $1,055,850.49 | 91,697 | 2026-06-09 | Filing | |
| $29.36 | 13,973 | $410,240.29 | 127,724 | 2026-06-08 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 27,501,706 | $830,001,472 | 0.01% | |
| 2. | 10,304,031 | $310,975,656 | 0.01% | |
| 3. | 8,874,288 | $267,826,012 | 0.01% | |
| 4. | 7,934,764 | $239,471,179 | 0.01% | |
| 5. | 6,684,986 | $201,752,877 | 0.01% |