THE Boyd Group Inc (BGSI) — 13F Holders Deep Dive (Q2 2026)

BGSI ranks #4198 out of 37501 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

119 institutions disclose a position in BGSI, but none treat it as a major bet — even Lansing Management LP, its most concentrated holder, allocates just 4.4% of its own portfolio to it.

Guardian Capital LP has added to its BGSI position for two straight quarters, increasing it by $30.6M to reach $102.0M today.

FIL Ltd has trimmed its BGSI position for two straight quarters, cutting it by $246.7M while still holding $164.6M.

BGSI is up 3.2% today, but institutions show net selling of $45.7M this quarter — a divergence between today's price move and the underlying institutional flow.

BGSI closed its latest fiscal year with net income of $18.4M.

• Profitable — net income of $18.4M in the latest fiscal year
• Revenue grew 2.4% year over year
• Net income declined year over year, from $24.5M to $18.4M
• Current ratio of 3.14x — enough short-term assets to cover short-term liabilities
• Liabilities run 0.20x equity — within a conventional range