Position in BYD
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$40,375,609
-$1,544,911 QoQ
Shares Held
491,307
-0.1% QoQ
Ownership
0.661%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in BYD Over Time
Shares Held
Position Value (USD)
Position in Resorts & Casinos
Consumer Cyclical · as of Mar 31, 2026FULLER & THALER ASSET MANAGEMENT, INC. holds $280,865,931 across 5 Resorts & Casinos names. BYD ranks #3 (14.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VAC |
MARRIOTT VACATIONS WORLDWIDE Corp
|
1,696,423 | $110,471,065 | |
| 2 | RRR |
Red Rock Resorts, Inc.
|
1,298,973 | $69,313,199 | |
| 3 | BYD |
Boyd Gaming Corp
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|
491,307 | $40,375,609 | |
| 4 | PENN |
PENN Entertainment, Inc.
|
2,168,909 | $32,598,702 | |
| 5 | MCRI |
Monarch Casino & Resort Inc
|
294,010 | $28,107,356 |
All Filings in BYD
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $40,375,609 | 491,307 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $41,920,520 | 491,794 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $42,628,754 | 493,103 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,276,511 | 259,191 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,083,543 | 259,510 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,816,440 | 259,394 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $16,788,376 | 259,681 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $14,318,892 | 259,871 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $27,654,854 | 410,797 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $41,051,749 | 655,674 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $100,822,136 | 1,657,441 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $11,668,103 | 168,201 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||