SEC 13F Intelligence

Northern Right Capital Management, L.P. / BYD

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

Does Northern Right Capital Management, L.P. own Boyd Gaming Corp (BYD)? Not currently — the last reported position was 98.5K shares worth $6M in Q3 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q3 2024
Shares
98.5K
% of Portfolio
+2.37%
Quarters Held
17
position exited

Position History BYD

Reported value by quarter
Q3 ’20: $6MQ3 ’20Q4 ’20: $11MQ1 ’21: $14MQ2 ’21: $15MQ2 ’21Q3 ’21: $16MQ4 ’21: $20MQ1 ’22: $15MQ1 ’22Q2 ’22: $11MQ3 ’22: $11MQ4 ’22: $12MQ4 ’22Q1 ’23: $14MQ2 ’23: $14MQ3 ’23: $12MQ3 ’23Q4 ’23: $3MQ1 ’24: $7MQ2 ’24: $5MQ2 ’24Q3 ’24: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202498.5K$6M+2.37%
Q2 202498.5K$5M+2.00%
Q1 2024105.8K$7M+2.56%
Q4 202355.4K$3M+1.39%
Q3 2023205.4K$12M+4.87%
Q2 2023205.4K$14M+5.74%
Q1 2023218.3K$14M+7.09%
Q4 2022220.9K$12M+6.74%
Q3 2022220.9K$11M+5.58%
Q2 2022215.7K$11M+6.34%
Q1 2022231.2K$15M+6.58%
Q4 2021306.2K$20M+6.08%
Q3 2021245.6K$16M+4.60%
Q2 2021245.6K$15M+4.42%
Q1 2021245.6K$14M+4.09%
Q4 2020245.6K$11M+3.81%
Q3 2020185.6K$6M+2.98%

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