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 | 3,863,564 | $102,113,997 | +255% | 16.11% |
| 2. | Long Focus Capital Management John B. Helmers | 2,715,000 | $71,757,450 | +1% | 1.89% |
| 3. | Pentwater Capital Management Matthew Halbower | 2,650,000 | $70,039,500 | 0.36% | |
| 4. | Citadel Investment Group Ken Griffin | 2,649,634 | $70,029,826 | -4% | 0.01% |
| 5. | Icahn Capital LP Carl Icahn | 2,440,109 | $64,492,081 | 0.75% |
| 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. | 25,413,464 | $671,677,854 | 0.01% | |
| 2. | 14,704,070 | $388,606,669 | 0.05% | |
| 3. | 10,344,365 | $273,401,567 | 0.01% | |
| 4. | 8,829,298 | $233,358,346 | 0% | |
| 5. | 6,626,749 | $175,144,976 | 0.01% |