Historical position

Seth Klarman’s Boyd Gaming Corp (BYD) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Baupost GroupVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ2 2014Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares2.79MHighest verified quarter-end share count
Quarters reported2Verified quarters with shares above zero
What happened?

Baupost Group first reported Boyd Gaming Corp in Q2 2014. The reported position was reduced across later filings. Verified positive position history runs through Q3 2014. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q4 2014
Sold the entire position−979.48K shares · No shares reported at quarter-end
Q3 2014
Sold 65.0% of the position−1.82M shares · 979.48K shares remained
Filing context

Quarter-end price $10.16 · Estimated holding basis $12.13

Q2 2014
New position+2.79M shares · 2.79M shares reported
Filing context

Quarter-end price $12.13 · Estimated holding basis $12.13

Portfolio importance

How important was Boyd Gaming Corp in Baupost Group’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.2%Q3 2014
Last reported rank#24of 27 reported positions
Peak portfolio weight0.6%Q2 2014
Best historical rank#19Q2 2014
At peak importanceQ2 2014
BYD
0.6%
Largest holding
27.7%
Cross-investor discovery

Who else owns Boyd Gaming Corp?

Also reported by 2 other tracked investors in their latest verified filings.

Explore Boyd Gaming Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$77.152026-09-14

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-13
Open SEC filing ↗

This tracker follows Baupost Group LLC/MA’s Form 13F disclosures—not Seth Klarman’s personal brokerage account. Form 13F reports quarter-end U.S.-listed positions and certain options, but it does not reveal exact trade dates, execution prices, short positions or the purpose of an option position.