John Rogers - Ariel Investments
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    106
Portfolio value:    $8,934,260,435
Holdings Activity Buys Sells    History
Holding/activity history for  Boyd Gaming Corp. (BYD)
← All BYD superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 2,274,418 2.09 Reduce 2.81% 0.06 $76.86–89.96 · VW $83.58i $186,911,671 SEC
2025   Q4 2,340,172 2.15 Reduce 10.08% 0.24 $76.33–88.49 · VW $82.04i $199,476,262 SEC
2025   Q3 2,602,460 2.41 Reduce 8.19% 0.21 $78.10–87.83 · VW $84.29i $224,982,667 SEC
2025   Q2 2,834,739 2.52 Reduce 8.49% 0.20 $58.94–79.04 · VW $71.78i $221,761,632 SEC
2025   Q1 3,097,811 2.41 Reduce 2.78% 0.07 $64.30–80.50 · VW $73.57i $203,928,898 SEC
2024   Q4 3,186,400 2.50 Add 0.04% <0.01 $62.10–76.73 · VW $70.80i $231,141,456 SEC
2024   Q3 3,185,137 2.13 Add 5.06% 0.10 $52.76–65.86 · VW $59.94i $205,919,107 SEC
2024   Q2 3,031,691 1.84 Add 12.46% 0.20 $49.34–68.46 · VW $55.08i $167,046,174 SEC
2024   Q1 2,695,707 1.81 Reduce 12.25% 0.24 $60.57–68.00 · VW $64.68i $181,474,995 SEC
2023   Q4 3,072,165 1.95 Add 0.73% 0.01 $52.42–63.72 · VW $58.58i $192,348,251 SEC
2023   Q3 3,049,949 1.99 Reduce 2.02% 0.04 $59.75–73.00 · VW $65.91i $185,528,398 SEC
2023   Q2 3,112,821 2.07 Reduce 9.91% 0.21 $61.85–71.69 · VW $66.88i $215,936,392 SEC
2023   Q1 3,455,120 2.16 Reduce 0.05% <0.01 $54.04–67.50 · VW $62.61i $221,542,294 SEC
2022   Q4 3,456,919 1.92 Reduce 2.99% 0.06 $47.55–61.82 · VW $56.63i $188,505,794 SEC
2022   Q3 3,563,366 1.86 Add 6.16% 0.11 $46.10–58.60 · VW $52.97i $169,795,000 SEC
2022   Q2 3,356,471 1.67 Add 27.65% 0.36 $47.66–68.05 · VW $57.31i $166,985,000 SEC
2022   Q1 2,629,438 1.53 Add 63.43% 0.59 $54.60–72.72 · VW $64.96i $172,965,000 SEC
2021   Q4 1,608,923 0.89 Add 1057.63% 0.81 $56.45–69.23 · VW $63.18i $105,497,000 SEC
2021   Q3 138,984 0.08 Buy 0.08 $50.38–67.07 · VW $59.80i $8,792,000 SEC
Price snapshot:
Current price$85.75
Avg. buy price$60.80
+/- since buy41.04%
52-week low$75.81
52-week high$91.00