Position
Shellback Capital, LP in Churchill Downs Inc
Back to the book · All holders of CHDN
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$1.92M$113.78 → $89.83
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 250K | $28.4M | — | — | — | 2.7% |
| Q1 2026 | 80K | $7.19M | $89.83 | −$1.92M | −$19.3M | 1.0% |