13FPulse
BG

BGSI THE BOYD GROUP INC

2026Q2 · CUSIP 103310108 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
116
Institutions that reported holding it to the SEC
Net decrease in holders
1
Last quarter 117 → now 116
How unusual is that
Below average
Stronger than only 32% of US stocks
What the filings say, in one paragraph

116 funds held BGSI at the end of 2026Q2, down 1 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $3.1B(YoY +2.4%), the P/E is 138.6x. BGSI has had 1 buying rushes in its history. It sits in the Other sector.

How many funds owned it, quarter by quarter

Bars = net change in institutional holders, positive (green) or negative (red). Line = total institutional holders.

2023Q1: holders=1 2023Q4: holders=1 2024Q1: holders=1 2025Q4: holders=102 2026Q1: holders=117 2026Q2: holders=116 -101 -50.5 +0 +50.5 +101 062123 23Q123Q424Q125Q426Q126Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 1 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 5% -37.7%

These are the raw price moves, not how much it beat the market by. Compare them against the market over the same months — in a strong bull market almost everything is up.

Show all the numbers (large funds, value held, options…) ▾
Of them, large funds
70
Change in large funds
-1
Total value they hold
$2.0B
Funds buying for the first time
22
Funds that sold out entirely
23
Price change that quarter
-15.8%
Funds holding puts (bearish)
1
Funds holding calls (bullish)
2

These are for people who want to dig. Skip them if they do not mean anything to you — the three numbers above are enough.

8,697 institutions have filed for this quarter. 13F permits late filing and a small number arrive in the weeks after the deadline, so the holder counts and changes below may tick up.

Fundamentals

PE (TTM)
138.6
EPS (TTM)
$0.61
EPS YoY
-28.1%
Revenue (TTM)
$3.1B
Revenue YoY
+2.4%
Net margin
ROE
Debt ratio
FCF (TTM)
Dividend (TTM)
No dividend

As of 2025-12-31 · SEC filings (XBRL)

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2026 Q3 holdings are due 2026-11-16. We will email you when the refreshed lists are live.