Boyd Gaming CORP (BYD) — 13F Filings Explorer (Q2 2026)

BYD ranks #1440 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

BYD is a top-conviction position for Bwcp, LP — at 6.3% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in BYD belongs to Cohen & Steers, Inc., but the position matters far more to Bwcp, LP, who has 6.3% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Cohen & Steers, Inc. has added to its BYD position for two straight quarters, increasing it by $475.3M to reach $554.8M today.

Boston Partners has trimmed its BYD position for two straight quarters, cutting it by $178.4M while still holding $96.9M.

BYD is up 0.4% today, and institutions have been net buyers of $828.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

BYD posted net income of $1.8B over the trailing twelve months, and currently trades at a P/E of 3.4.

• Profitable — net income of $1.8B over the trailing twelve months
• Revenue grew 1.7% year over year
• Net income improved year over year, from $564.5M to $1.8B
• Generated $976.7M in positive operating cash flow
• Current ratio of 0.54x — below the conventional 1.5x liquidity buffer
• Liabilities run 2.52x equity — a highly leveraged balance sheet worth noting