What smart money is saying about Brightstar Lottery
BRSL
No fund has written a full thesis on Brightstar Lottery in our archive, but 1 fund letter reports a position in it, most recently Palm Harbour Capital in March 2026.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Brightstar Lottery on record in the archive was reported in Q1 2026, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q1 2026 | 1 | 0 | 0 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 1 position
- HoldsPalm Harbour CapitalMarch 2026
“The fourth detractor was Brightstar Lottery (-14.7%, -39 bps), the Italian-American lottery technology systems provider, which we introduced in our first quarter 2020 letter and updated in our first quarter 2024 letter. We have lost count of how many times we have commented on the performance of Brightstar (formerly IGT). Admittedly, it has been a volatile journey, but the position remains one of the biggest earners of the fund. With a 7% dividend yield and a defensive business model, it screams value, but we understand the long-duration characteristics of the equity story can sometimes detract from short term share price performance.”
Brightstar Lottery
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