13FPulse
CH

CHDN CHURCHILL DOWNS INC

2026Q2 · CUSIP 171484108 · Sector: Other

Normal

Fund flows are within the usual range

Funds that own it
449
Institutions that reported holding it to the SEC
Net increase in holders
+4
Last quarter 445 → now 449
How unusual is that
Above average
Stronger buying than 52% of US stocks
What the filings say, in one paragraph

449 funds held CHDN at the end of 2026Q2, up 4 from the quarter before. Fund flows are within the usual range — nothing unusual. On the business itself, revenue over the last 12 months was $3.0B(YoY +5.7%), the P/E is 14.8x, return on equity is 30.8%. CHDN has had 16 buying rushes in its history, and the price moved +4.9% on average over the six months after (that is the raw price move, not how much it beat the market by). 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.

2013Q3: holders=95 2013Q4: holders=101 2014Q1: holders=89 2014Q2: holders=104 2014Q3: holders=101 2014Q4: holders=110 2015Q1: holders=115 2015Q2: holders=125 2015Q3: holders=132 2015Q4: holders=145 2016Q1: holders=151 2016Q2: holders=154 2016Q3: holders=168 2016Q4: holders=169 2017Q1: holders=167 2017Q2: holders=171 2017Q3: holders=186 2017Q4: holders=216 2018Q1: holders=224 2018Q2: holders=249 2018Q3: holders=245 2018Q4: holders=253 2019Q1: holders=258 2019Q2: holders=271 2019Q3: holders=284 2019Q4: holders=311 2020Q1: holders=284 2020Q2: holders=285 2020Q3: holders=308 2020Q4: holders=316 2021Q1: holders=310 2021Q2: holders=322 2021Q3: holders=318 2021Q4: holders=324 2022Q1: holders=338 2022Q2: holders=329 2022Q3: holders=333 2022Q4: holders=324 2023Q1: holders=354 2023Q2: holders=392 2023Q3: holders=348 2023Q4: holders=369 2024Q1: holders=378 2024Q2: holders=422 2024Q3: holders=450 2024Q4: holders=453 2025Q1: holders=428 2025Q2: holders=425 2025Q3: holders=436 2025Q4: holders=463 2026Q1: holders=445 2026Q2: holders=449 -44 -22 +0 +22 +44 80284487 13Q315Q116Q318Q119Q321Q122Q324Q125Q326Q2 Net change in holders (bars) Total funds holding (line)

What happened after each past buying rush 16 times in its history

Quarter of the rush How unusual then Price, next 3 months Price, next 6 months
2025Q4 Top 20% -7.1%
2024Q3 Top 20% -15.6% -32.7%
2024Q2 Top 5% +2.9% -12.4%
2023Q2 Top 5% +0.7% -1.1%
2023Q1 Top 5% -15.1% -14.6%
2022Q1 Top 20% +15.4% +20.2%
2020Q3 Top 20% +25.9% +7.6%
2019Q4 Top 20% -37.4% +7.2%

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
207
Change in large funds
+11
Total value they hold
$5.3B
Funds buying for the first time
65
Funds that sold out entirely
61
Price change that quarter
-1.5%
Funds holding puts (bearish)
10
Funds holding calls (bullish)
12

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)
14.8
EPS (TTM)
$5.86
EPS YoY
+0.7%
Revenue (TTM)
$3.0B
Revenue YoY
+5.7%
Net margin
13.8%
ROE
30.8%
Debt ratio
81.5%
FCF (TTM)
Dividend (TTM)
No dividend
Quarterly Revenue & EPS
2022-09-30: EPS 0.74 2022-12-31: EPS -4.36 2023-03-31: EPS 2.05 2023-06-30: EPS 1.86 2023-09-30: EPS 0.79 2023-12-31: EPS 0.79 2024-03-31: EPS 1.08 2024-06-30: EPS 2.79 2024-09-30: EPS 0.86 2024-12-31: EPS 0.95 2025-03-31: EPS 1.02 2025-06-30: EPS 2.99 2025-09-30: EPS 0.54 2025-12-31: EPS 0.74 2026-03-31: EPS 1.16 2026-06-30: EPS 3.42 0M 490M 980M $M -4.80 -0.52 3.76 2016201720182019202020212022202320242025202606/26 Revenue EPS

Quarterly figures, revenue up to 10 years back; EPS split-adjusted, early quarters hidden when not calibrable

P/E (TTM) over time
4Y median 21 14 225 436 2023202420252026

P/E = close around day 47 after quarter-end ÷ TTM EPS then; this is a consistent valuation date, not the company’s actual filing date; loss quarters hidden

Quarterly free cash flow
-33M49M132M 20162017201820192020202120222023202420252026
Latest quarter $34M (2019-09-30)

FCF = operating cash flow − capex, computed from SEC XBRL; banks/insurers have no standard cash-flow structure and are hidden

As of 2026-06-30 · SEC filings (XBRL)

Email me the next update

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