SEC 13F Intelligence

Nitorum Capital, L.P. / BYD

Nitorum Capital, L.P.’s Boyd Gaming Corp Position

Does Nitorum Capital, L.P. own Boyd Gaming Corp (BYD)? Yes63.3K shares worth $5M (+4.56% of its 13F portfolio) as of Q1 2026, down from 261.3K shares the prior filed quarter.

Position Value
$5M
Q1 2026
Shares
63.3K
% of Portfolio
+4.56%
Quarters Held
18
currently held

Position History BYD

Reported value by quarter
Q4 ’21: $66MQ4 ’21Q1 ’22: $44MQ2 ’22: $33MQ3 ’22: $29MQ3 ’22Q4 ’22: $29MQ1 ’23: $30MQ2 ’23: $34MQ2 ’23Q3 ’23: $22MQ4 ’23: $30MQ1 ’24: $31MQ1 ’24Q2 ’24: $39MQ3 ’24: $35MQ4 ’24: $36MQ4 ’24Q1 ’25: $27MQ2 ’25: $31MQ3 ’25: $24MQ3 ’25Q4 ’25: $22MQ1 ’26: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202663.3K$5M+4.56%
Q4 2025261.3K$22M+4.92%
Q3 2025277.0K$24M+4.21%
Q2 2025390.0K$31M+4.52%
Q1 2025408.3K$27M+3.78%
Q4 2024492.4K$36M+4.11%
Q3 2024536.7K$35M+3.49%
Q2 2024699.8K$39M+4.20%
Q1 2024462.2K$31M+3.17%
Q4 2023471.4K$30M+3.16%
Q3 2023354.6K$22M+2.36%
Q2 2023494.9K$34M+3.47%
Q1 2023475.1K$30M+3.23%
Q4 2022532.6K$29M+2.74%
Q3 2022610.0K$29M+2.53%
Q2 2022662.3K$33M+2.43%
Q1 2022662.3K$44M+2.89%
Q4 20211.01M$66M+3.09%

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