Neo Ivy Capital Management

Position in BYD — Boyd Gaming Corp

CIK 1727783 NEW YORK, NY

Position in BYD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,940,489

+$2,989,338 QoQ

Shares Held

44,611

+285.4% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#106

of 417 holders

Holding Since

Jun 2020

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Cyclical · as of Jun 30, 2026

Neo Ivy Capital Management holds $7,975,526 across 4 Resorts & Casinos names. BYD ranks #1 (49.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BYD	Boyd Gaming Corp This page	44,611	$3,940,489
2	MTN	Vail Resorts Inc	22,984	$3,129,271
3	LVS	Las Vegas Sands Corp	12,743	$588,599
4	RRR	Red Rock Resorts, Inc.	4,875	$317,167

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,940,489	44,611	+285.4%	Shares	Sole	2026-08-14
2026-03-31	$951,151	11,574	+119.2%	Shares	Sole	2026-05-15
2022-12-31	$287,918	5,280	+114.1%	Shares	Sole	2023-03-27
2022-06-30	$122,683	2,466	-42.8%	Shares	Sole	2022-08-16
2021-09-30	$272,524	4,308	0.0%	Shares	Sole	2021-11-16
2020-06-30	$90,037	4,308	—	Shares	Sole	2020-08-17
No filing history on record for this holder in this stock.