What smart money is saying about Boyd Gaming Corporation
No fund has written a full thesis on Boyd Gaming Corporation in our archive, but 2 fund letters report a position in it, most recently Baron Real Estate Fund in September 2026.
Get an email when a fund buys, sells or pitches it
Position history
Every position in Boyd Gaming Corporation on record in the archive was reported in Q3 2026, across 2 fund letters, with 2 sells (trimmed or exited).
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 2 | 0 |
Bought and Sold count moves: the same sentence published by several funds of one house in a quarter counts once.
Fund activity · 2 positions · 2 moves
- ExitedBaron Real Estate FundSeptember 2026
“Top net sales for the quarter Quarter End Market Cap or Market Cap When Sold ($B) Net Amount Sold ($M) Fortune Brands Innovations, Inc. 5.4 47.6 Equinix, Inc. 99.8 33.9 Boyd Gaming Corporation 5.9 31.4 Iron Mountain Incorporated 34.4 29.8 James Hardie Industries plc 14.7 29.5 In the most recent quarter, we exited the Fund’s investments in Fortune Brands Innovations, Inc., a leading provider of plumbing, outdoor, and security products for the residential construction and remodel sectors, and Boyd Gaming Corporation, a casino gaming company, and reallocated the capital to other real estate companies that we believe offer superior total return prospects in the next few years.”
Boyd Gaming Corporation - September 2026
“Top net sales for the quarter Net Amount Sold ($M) Fortune Brands Innovations, Inc. 47.6 Equinix, Inc. 33.9 Boyd Gaming Corporation 31.4 Iron Mountain Incorporated 29.8 James Hardie Industries plc 29.5 In the most recent quarter, we exited the Strategy’s investments in Fortune Brands Innovations, Inc., a leading provider of plumbing, outdoor, and security products for the residential construction and remodel sectors, and Boyd Gaming Corporation, a casino gaming company, and reallocated the capital to other real estate companies that we believe offer superior total return prospects in the next few years.”
Boyd Gaming Corporation
Also mentioned · 1
These funds discuss Boyd Gaming Corporation as a competitor, benchmark or comparable, without disclosing a position in it.
- MentionedHeadwaters CapitalSeptember 2025
“In terms of franchise businesses, there are numerous comps, but Boyd Group is probably the closest peer.”
Boyd Gaming Corporation
Read the letters behind these Boyd Gaming Corporation positions
Every quote above comes from a fund letter in our archive. Get unlimited access to the letters themselves, and to Warren AI, which reads all of them for you.
View plans→