SEC 13F Intelligence

Highline Capital Management, L.P. / BYD

Highline Capital Management, L.P.’s Boyd Gaming Corp Position

Does Highline Capital Management, L.P. own Boyd Gaming Corp (BYD)? Not currently — the last reported position was 463.3K shares worth $11M in Q3 2019; the fund’s latest 13F (Q4 2022) no longer reports it.

Position Value
$11M
Q3 2019
Shares
463.3K
% of Portfolio
+1.62%
Quarters Held
3
position exited

Position History BYD

Reported value by quarter
Q1 ’19: $60MQ1 ’19Q2 ’19: $48MQ2 ’19Q3 ’19: $11MQ3 ’19filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2019463.3K$11M+1.62%
Q2 20191.78M$48M+3.51%
Q1 20192.18M$60M+3.75%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Highline Capital Management, L.P.’s full portfolio or all institutional holders of BYD.