What smart money is saying about Light & Wonder
LNW
No fund has written a full thesis on Light & Wonder in our archive, but 1 fund letter reports a position in it, most recently Clearbridge Mid Cap Strategy in December 2025.
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1
Reported positions
0
Bought
0
Sold
1
Letter
Position history
Every position in Light & Wonder on record in the archive was reported in Q4 2025, across 1 fund letter, with no move described.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q4 2025 | 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
- December 2025
“Consumer discretionary holdings were a bright spot for the portfolio. Light & Wonder, a gaming and entertainment company, rebounded following technical selling pressure related to its relisting to the Australian exchange, creating an attractive entry opportunity.”
Light & Wonder
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