Free · no sign-up · Q2 2026

Which funds own GLPI

Gaming & Leisure Properties, Inc. in the Q2 2026 filings. At least 3 of the 91 current managers on file reported a position, worth $748m between them. It is among the largest positions of fewer than a fifth of the current managers on file. Buying and selling roughly cancelled this quarter, which is what a name looks like when the argument is still live.

Managers holding: 3; at least, of 91 current
Combined value: $748m; as reported
Opened: 0; new this quarter
Added to: 3; already held
Trimmed or sold out: 1; 1 sold out entirely

Only each manager’s largest 200 positions are listed here, so a smaller holder may be missing.

Managers reporting a position

Largest first. Weight is the share of that manager’s whole reported book, which is the number worth quoting: $400m is a rounding error in one book and a defining bet in another.

Manager	Value	Weight	Shares	Change on the quarter	Action
Dodge & Cox Value · $191bn book	$613m	0.3%	13,773,135	+$16m+314,978	Added
Balyasny Asset Management LLC Multi-strategy · $80.2bn book	$125m	0.2%	2,808,432	+$22m+495,111	Added
Quantbot Technologies LP Quantitative · $2.5bn book	$9.4m	0.4%	210,399	+$300k+5,682	Added

Sold out of this quarter

Valued at what the position was worth in the previous filing, because by this one it is gone.

Two Sigma Investments LP · Quantitative$7.5m held before

Ownership through time

At least 12 of the 95 managers whose filings are on file listed GLPI in Q2 2026, against 3 in Q4 2013. 1 manager fewer than in Q1 2026: 1 started a position; 1 listed it again; 3 no longer listed it among the positions read, which can mean a holding below the listed range, a filing that reported no holdings, or a filing not yet made.

Each manager’s largest 500 positions a quarter are read, so a small holding in a very large book can be missing, and a manager is counted as leaving only where its own filing shows it.

Managers on file listing it

Their combined reported value

Between the quarter ends of Q1 2026 and Q2 2026. Each change in shares is valued at the Q2 2026 price, so the price’s own move is left out; a 13F shows the two quarter ends, not when in between anything was bought or sold.

Started in Q2 2026

Freestone Grove Partners LP$4.1m

Largest increases, by shares

Citadel Advisors LLC5,589,327 to 6,117,830 shares+$24m
Balyasny Asset Management LLC2,313,321 to 2,808,432 shares+$22m
Dodge & Cox13,458,157 to 13,773,135 shares+$14m
Hudson Bay Capital Management LP201,544 to 398,368 shares+$8.8m
Voloridge Investment Management LLC730,251 to 846,707 shares+$5.2m

Largest decreases, by shares

Wellington Management Group LLP13,565,435 to 12,479,396 shares-$48m
Renaissance Technologies LLC1,221,330 to 1,220,130 shares-$53k

Left it

No manager on file is shown leaving it.

Manager	First listed	Largest	Q2 2026
Dodge & Cox	Q1 2022	$688m	$613m
Wellington Management Group LLP	Q4 2019	$627m	$556m
Citadel Advisors LLC	Q2 2018	$339m	$272m
Balyasny Asset Management LLC	Q4 2013	$138m	$125m
Renaissance Technologies LLC	Q2 2014	$370m	$54m
Janus Henderson Group Ltd	Q3 2024	$42m	$41m
Voloridge Investment Management LLC	Q2 2016	$54m	$38m
Tudor Investment Corp	Q2 2014	$23m	$23m
Hudson Bay Capital Management LP	Q2 2022	$18m	$18m
Quantbot Technologies LP	Q3 2014	$9.4m	$9.4m
Freestone Grove Partners LP	Q3 2025	$17m	$4.1m
Caxton Associates LLP	Q2 2014	$17m	$1.8m
Capital World Investors	Q1 2017	$953m	last listed Q1 2025
Fidelity (FMR LLC)	Q3 2016	$561m	last listed Q4 2022
Capital Research Global Investors	Q4 2014	$546m	last listed Q3 2022
T. Rowe Price Associates Inc	Q1 2024	$247m	last listed Q2 2025
Invesco Ltd	Q2 2020	$245m	last listed Q3 2020
Harris Associates LP	Q4 2013	$224m	last listed Q1 2024
Millennium Management LLC	Q4 2014	$174m	last listed Q1 2022
Arrowstreet Capital LP	Q3 2017	$108m	last listed Q4 2021
Two Sigma Investments LP	Q2 2014	$88m	last listed Q1 2023
Marshall Wace LLP	Q1 2015	$70m	last listed Q4 2025

What GLPI is worth

Knowing who owns it is half the question. The other half is what it is worth against the companies it trades beside, which is the one an interviewer will follow up with.

Build the comp set around GLPI →

How much of the picture this is

A Form 13F reports US-listed long equity and nothing else: no shorts, no bonds, no cash and no non-US listings. It arrives forty-five days after the quarter ends, so a manager who sold in July still shows the position in a filing published in August. This page reads the managers on file here rather than every filer in the market, and each manager’s largest positions rather than the whole table, so a small position in a very large book may not appear. Say “their last filing showed” rather than “they own”, and the distinction will do you credit.

What to do with a name the funds are buying

Knowing who owns something is the start of a pitch, not the pitch. The next questions are what it is worth and why they were buying.

Comps ExplorerValue it against the peers it trades beside Every managerRead any of these books in full Deal tapeWhat buyers paid for whole companies, not slices Hedge fund interviewsHow the room runs, and the stock pitch it wants

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The holdings, every quarter, and the week between

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