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$BYD:NYSE · BOYD GAMING CORP COM

Sector: airobot

Conviction from: Serenity

Boyd Gaming owns and operates casinos and gaming-entertainment properties across the United States and holds an interest in online-gaming operations.

2 tracked filer(s) hold this · 0 opened, 1 added, 1 trimmed in 31-MAR-2026

Aggregate 13FScore 48 — mean of 2 scored holder(s) · buyers (new/add) avg 42. Higher = the smart money in this name has the better track record.

Filer13FScoreThis quarterSharesValue% of their book
Ancora42Added +18%740$60,8130.0%
Bridgewater55Trimmed -24%160,951$13,226,9530.1%

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Bullish · 2 mention(s), 1 personal-position post(s) · first 2025-09-24 · last 2025-12-22

“@investingluc @xiaopenghexpeng I stay away from Chinese companies like $XPEV just out of principle of not funding geopolitical opponents. Especially when it comes to military enabling technology like AI and robotics. Otherwise $XPEV and $BYD are both very interesting companies.” post →

All 2 tweet(s) mentioning this ticker
DateTweet
2025-12-22@investingluc @xiaopenghexpeng I stay away from Chinese companies like $XPEV just out of principle of not funding geopolitical opponents. Especially when it comes to military enabling technology like AI and robotics. Otherwise $XPEV and $BYD are both very interesting companies. · 66 likes · 9,915 views
2025-09-24Completely ignore it, it's better to make independent decisions based on companies. Only upside is if it helps you know when they panic sell, but you usually see mainstream news about it. Eg. when Berkshire exited $BYD it's probably a decent buy now. Or when everyone was panic selling $ALAB at $5… · 2 likes · 621 views

Citrini Research coverage report library →

ReportDateStance
#101 — Robotics Update: Teradyne's Vulcan Win, China Supply-Chain Tour, and Basket Winners2025-07-10WATCH

Every tracked holder of this name, sorted new → added → flat → trimmed. Shares = reported 13F share count; Value as reported (a few managers file values in $thousands). Generated 2026-07-20.