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. | Alpine Associates Robert Emil Zoellner | 564,599 | $17,039,598 | 1.07% | |
| 2. | Hosking Partners Jeremy Hosking | 137,235 | $4,141,752 | -2% | 0.14% |
| 3. | 105,400 | $3,180,972 | +143% | 0.01% | |
| 4. | 98,100 | $2,960,658 | +200% | 0.01% | |
| 5. | Walleye Capital Will England | 46,286 | $1,396,911 | +82% | 0% |
| 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. | 3,400,000 | $102,612,000 | 1.61% | |
| 2. | 1,683,631 | $50,811,984 | 0.02% | |
| 3. | 1,099,010 | $33,168,123 | 0.01% | |
| 4. | 982,246 | $29,644,185 | 0.01% | |
| 5. | 603,800 | $18,222,684 | 0.02% |