John W. Rogers Jr.'s position in Boyd Gaming is currently worth $242M. That's 2.54% of their equity portfolio (13th largest holding). The investor owns 3.51% of the outstanding Boyd Gaming stock. The first Boyd Gaming trade was made in Q3 2021. Since then John W. Rogers Jr. bought shares eight more times and sold shares on seven occasions. The stake costed the investor $174M, netting the investor a gain of 39% so far.
Ariel Investments, an investment management firm, published its ¡°Ariel Fund & Ariel Appreciation Fund¡± fourth quarter 2021 investor letter ¨C a copy of which ...