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. | Pentwater Capital Management Matthew Halbower | 11,465,000 | $346,013,700 | +333% | 2.12% |
| 2. | Balyasny Asset Management Dmitry Balyasny | 5,979,100 | $180,449,238 | +274% | 0.22% |
| 3. | Kite Lake Capital Massi Khadjenouri | 5,510,000 | $166,291,800 | +940% | 57.35% |
| 4. | Whitebox Advisors Andy Redleaf | 3,379,426 | $101,991,077 | +2887% | 1.33% |
| 5. | 3,334,800 | $100,644,264 | +484% | 0.11% |
| 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 |
|---|---|---|---|---|---|---|
| $29.62 | 208,134 | $6,165,782.43 | 0 | 2026-08-19 | Filing | |
| $29.72 | 59,507 | $1,768,786.07 | 0 | 2026-08-14 | Filing | |
| $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 |
| 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% |