Position in CHDN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$109,502,789
+$54,720,504 QoQ
Shares Held
1,221,584
+100.3% QoQ
Ownership
1.75%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#11
of 454 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHDN Over Time
Shares Held
Position Value (USD)
Derivatives in CHDN
reported options exposure · as of Jun 30, 2026CallValue
$19,048,500
CallShares
212,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Gambling
Consumer Cyclical · as of Jun 30, 2026Balyasny Asset Management L.P. holds $130,667,787 across 7 Gambling names. CHDN ranks #1 (83.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHDN |
Churchill Downs Inc
This page
|
1,221,584 | $109,502,789 | |
| 2 | RSI |
Rush Street Interactive, Inc.
|
539,774 | $16,052,878 | |
| 3 | FLUT |
Flutter Entertainment plc
|
32,341 | $3,304,279 | |
| 4 | BRSL |
Brightstar Lottery PLC
|
147,766 | $1,584,051 | |
| 5 | ACEL |
Accel Entertainment, Inc.
|
14,905 | $187,952 | |
| 6 | GRSD |
GRANDSTAND Ltd
|
14,156 | $26,896 | |
| 7 | DKNG |
DraftKings Inc.
|
354 | $8,942 |
All Filings in CHDN
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27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,048,500 | 212,500 | Call | Sole | 2026-08-14 | |
| 2026-06-30 | $109,502,789 | 1,221,584 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $54,782,285 | 609,844 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $116,100,314 | 1,020,393 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $51,011,738 | 525,840 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $12,383,610 | 122,610 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $37,267,650 | 335,533 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $71,185,365 | 533,064 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $45,888,516 | 339,387 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $101,064,536 | 723,958 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $51,789,375 | 418,500 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $62,547,476 | 463,555 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $25,155,847 | 216,786 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $33,118,423 | 237,971 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $43,726,003 | 170,107 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $56,211,836 | 265,865 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $66,461,024 | 360,907 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $35,708,661 | 186,439 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $20,916,958 | 94,314 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $41,237,984 | 171,183 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $36,480,396 | 151,951 | Shares | Sole | 2021-12-01 | |
| 2021-06-30 | $35,825,185 | 180,698 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $13,487,370 | 59,306 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $28,553,097 | 146,584 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,505,014 | 9,187 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $21,352,200 | 160,362 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $32,527,876 | 315,958 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||