BWCP, LP: BOYD GAMING CORP (BYD): Quarterly 13F Position History
As of Q1 2026, BWCP, LP reported 464,106 shares of BOYD GAMING CORP (BYD), worth $38.1M and representing 5.8% of its 13F equity book. Quarter-over-quarter share count change: + 61,514 (+15.3%) . The position first appeared in Q1 2022 and has been disclosed across 17 13F-HR filings in Pactolio's tracked window.
- 464,106Shares Held (Latest Filing)
- $38.1MReported Market Value (Latest Filing)
- 5.8%Portfolio Weight (% of 13F Equity Book)
- +61,514Quarter-over-Quarter Share Change
- +$3.8MQuarter-over-Quarter Value Change
- 566,607Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 17 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 464,106 | +61,514 | +15.3% | $38.1M | 5.8% | $82.2 |
| Q4 2025 | 402,592 | 74,337 | -15.6% | $34.3M | 5.7% | $85.2 |
| Q3 2025 | 476,929 | 57,179 | -10.7% | $41.2M | 7.1% | $86.5 |
| Q2 2025 | 534,108 | +14,877 | +2.9% | $41.8M | 6.8% | $78.2 |
| Q1 2025 | 519,231 | +29,862 | +6.1% | $34.2M | 6.9% | $65.8 |
| Q4 2024 | 489,369 | 66,571 | -12.0% | $35.5M | 7.6% | $72.5 |
| Q3 2024 | 555,940 | 10,667 | -1.9% | $35.9M | 8.0% | $64.7 |
| Q2 2024 | 566,607 | +111,825 | +24.6% | $31.2M | 7.8% | $55.1 |
| Q1 2024 | 454,782 | +61,747 | +15.7% | $30.6M | 7.8% | $67.3 |
| Q4 2023 | 393,035 | +54,119 | +16.0% | $24.6M | 8.1% | $62.6 |
| Q3 2023 | 338,916 | +23,794 | +7.6% | $20.6M | 7.4% | $60.8 |
| Q2 2023 | 315,122 | +45,275 | +16.8% | $21.9M | 7.7% | $69.4 |
| Q1 2023 | 269,847 | 43,771 | -14.0% | $17.3M | 6.8% | $64.1 |
| Q4 2022 | 313,618 | +38,323 | +13.9% | $17.1M | 7.5% | $54.5 |
| Q3 2022 | 275,295 | +61,979 | +29.1% | $15.9M | 8.0% | $57.8 |
| Q2 2022 | 213,316 | +57,517 | +36.9% | $10.6M | 5.7% | $49.7 |
| Q1 2022 | 155,799 | — | — | $10.2M | 5.2% | $65.8 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did BWCP, LP first disclose a BYD position in 13F-HR filings?
BWCP, LP first reported BOYD GAMING CORP (BYD) on its 13F-HR filing for the period ending 2022-03-31 (Q1 2022). The position has appeared on 17 reported quarters within Pactolio's tracked window.
What was BWCP, LP's most recent quarter-over-quarter share-count change in BYD?
Between Q4 2025 and Q1 2026, BWCP, LP added 61,514 shares of BYD (+15.3%), bringing the total reported position to 464,106 shares at a market value of $38.1M.
Does the implied price-per-share represent BWCP, LP's cost basis in BYD?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.