← Top Holdings

BYDBOYD GAMING CORP

CUSIP: 103304101

2

Guru Owners

$217.5M

Total Value Held

2.6M

Total Shares

$199.5M
2.15%
$18.1M
0.07%

📊 Fundamentals

Market Cap$6.6B
P/E Ratio3.9x
Below market avg
Forward P/E10.9x
P/FCF11.1x
EPS (TTM)$22.56
Revenue (TTM)$4.1B
Profit Margin45.05%
Div Yield0.84%
Beta1.19

52-Week Range

$64.16
$89.96

Current: $87.69

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 3.9x trailing earnings → 10.9x forward · 45.0% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$60.9M$121.8M$182.7M$243.6MQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $217.5M
REDUCEDJohn Rogers$199.5M
REDUCEDRay Dalio$18.1M
Q3 '252 owners · $243.6M
REDUCEDJohn Rogers$225.0M
INCREASEDRay Dalio$18.6M
Q2 '252 owners · $233.3M
REDUCEDJohn Rogers$221.8M
REDUCEDRay Dalio$11.5M
Q1 '252 owners · $215.0M
REDUCEDJohn Rogers$203.9M
REDUCEDRay Dalio$11.1M
Q4 '242 owners · $233.7M
INCREASEDJohn Rogers$231.1M
REDUCEDRay Dalio$2.6M
Q3 '242 owners · $209.8M
INCREASEDJohn Rogers$205.9M
INCREASEDRay Dalio$3.9M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
3%analyst est. 2.9%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
14.5%current: 14.5%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

BYD Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker