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Bally’s (BALY): which funds own it

Consumer Discretionary →(by SIC code, unreviewed)Data as of Jun 30, 2026 (Q2 2026) · updated on Nov 5, 2026

A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.

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Sections with a free account

3 concentrated managers hold it; combined they have held more shares for 3 quarters in a row (1 added, 0 trimmed). Its median weight in those portfolios is 0.2%.

Who owns Bally’s?

Holders reporting more than 5% of the shares to the SEC (Schedules 13D/13G): Standard General, 66.2% (13D/A filed Dec 23, 2025). As of Jun 30, 2026, the largest holders reported on Form 13F were Standard General (66.4% of the shares), Whitefort Capital Management (4.9%) and BlackRock (1.4%).

Which institutions hold the most Bally’s shares?

Per Form 13F filings as of Jun 30, 2026, as a share of all shares outstanding:

  1. 1. Standard General: 66.4%
  2. 2. Whitefort Capital Management: 4.9%
  3. 3. BlackRock: 1.4%
  4. 4. Vanguard Capital Management: 1.1%
  5. 5. Sessa Capital IM: 0.9%
  6. 6. Rathbones Group: 0.7%
  7. 7. Geode Capital Management: 0.4%
  8. 8. State Street: 0.3%
  9. 9. JB Capital Partners: 0.2%
  10. 10. AQR Capital Management: 0.2%

How much of Bally’s do institutions own?

The 64 institutions that file 13F reported 77.7% of the shares as of Jun 30, 2026.

Sources:13D/A by Standard General (Dec 23, 2025) ↗All of the company's proxy statements on EDGAR ↗

13F percentages divide the shares each institution reports by the shares outstanding on the cover of the company's latest report before the quarter end (Apr 30, 2026). Entities of the same group file separately and are not added up. We hold 13D and 13G filings made since Dec 23, 2024: a holder above 5% that has not filed since then does not appear here.

Bally’s revenue

Bally’s reported annual revenue of $2.45 billion for fiscal year 2024 (year ended December 31, 2024), according to its Form 10-K filed with the SEC (XBRL data).

Concentrated managers
3
All 13F: 64
Consensus
—
No score: it needs 5 or more concentrated managers
Price at Jun 30, 2026 (per 13F)
$13.71
+42.2% in the quarter · reported value ÷ shares, not the quote · See current quote ↗

Quarter flow (concentrated managers)

Change in managers (3 → 3): 0 opened · 0 exited = 0

Net flow in the quarter: +$79K (+6 K shares) · bought $79K and sold $0Shares concentrated managers added minus those they cut, valued at the 13F quarter-end implied price, not each trade's price. It is a different measure from the change in managers: the two can have opposite signs.

Accumulation: combined they have held more shares for 3 quarters in a row (1 added, 0 trimmed). It is the combined share count of those still holding it: one large buyer can outweigh many who trimmed.

Concentrated managers holding it

Up to 15, sorted by position value. The percentage is the weight in each manager's portfolio.

Other relevant holders

Filers with $100M or more in the stock that do not count as concentrated managers because of their type: they are left out of the counts, the consensus and the accumulation.

  • Standard GeneralSingle-position portfolio$445M92.7%

Largest holders of BALY (all 13F filers)

The 10 13F filers with the most shares as of Jun 30, 2026, whatever their type (index firms usually come first). “Change”: shares added or cut versus the previous quarter, split-adjusted; “no data” = there is no comparable portfolio for the previous quarter (no filing, or a filing with its holdings under confidential treatment). “% of the company” only where shares outstanding are up to date. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. With a free account: the top 25, the largest buyers and the largest sellers.

Held by institutions (13F)

Institutions (13F): 77.7% of the shares · top 10: 76.5% · in index firms: 4.8% of the institutional total

Share of the stock held by 13F filers

Q2 2026: 77.7%

80.3%3.3%
Q4 2024Q2 2026

Shares reported by the 64 13F filers as of Jun 30, 2026, divided by the shares outstanding on the cover of the company's latest report (Apr 30, 2026). It is not all institutional ownership: only managers above $100M file a 13F, and it excludes short positions. Entities of the same group file separately and some 13F filings include other managers: there may be double counting. We only publish it where the figure is credible: not for ADRs, companies with more than one share class or stale shares-outstanding data.

Fundamentals

Balance sheet only, for now. We do not have this company's 12-month figures yet (revenue, margins, earnings and cash flow). We show the balance sheet from its latest filing; once they are available, this section fills in automatically.

Balance sheet as of Jun 30, 2026
Cash and equivalents
$390M
Total debt
$4.5 bn
Net debt
$4.1 bn
Shareholders' equity
$645M

Balance sheet figures the company filed with the SEC (10-Q or 10-K), in dollars. Net debt = total debt − cash − investments; when negative, the company has more cash than debt (net cash). How each figure is calculated

Insiders (Form 4)

Officers and directors who bought (6 m)
0
Amount (6 m)
$0
CEO/CFO bought (12 m)
No

10% owners who bought (6 m): 0

Open-market purchases, excluding 10b5-1 plans. Officers and directors only; joint filers of the same purchase count as one. 10% owners with no role are shown separately. 0 = nobody bought; “no data” = we do not have its Form 4 filings.

Each of the company's Form 4 filings, on EDGAR ↗Latest trades, with date and filing →

Above 5% (13D/13G)

Disclosed stakes, with their amendments. A filing is not always a purchase: there are also reductions and changes of filing entity.

This list may be incomplete: we hold 13D and 13G filings made since Dec 23, 2024. A holder above 5% that has not filed anything since then is not shown here.

Above 5% over time (13D/13G)

Each holder with its filings in order. History since December 2024.

Flagged material events (8-K)

  • Sep 3, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

  • Feb 2, 2026Routinefiling ↗

    Change in directors or officers (Item 5.02)

Alert items the company itself flagged in its 8-K filings with the SEC, most serious first. It is the form's label, with no interpretation from us: Item 5.02 covers routine appointments as well as a chief executive's departure; open the filing. The quoted headline is the original press release's.

All material events (8-K)

Earnings, agreements, financing, management changes and announcements from the last year, with a filter by type and a link to each filing.

Other Consumer Discretionary stocks in managers' portfolios

Same sector and a similar number of concentrated managers holding them. It is a list to keep exploring, not a recommendation.

All of Consumer Discretionary →

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