Equity Research Database

Institutional Investment Pitches

Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.

Value Line Mid Cap Focused Fund's investment thesis on Churchill Downs ($CHDN) — Q1 2026 | Buyside Digest

$CHDNNASDAQChurchill Downs

BEAR

Value Line Mid Cap Focused Fund—CHDN

Fund Letter

Q1 2026

Published March 31, 2026

$89.90USD

+3.3% vs last month

$89.07Pitched

+0.9% since pitch

Market Cap$6.1B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

The fund fully liquidated its investment in Churchill Downs Inc. during the first quarter.

— Stephen E. Grant

BSD Research Exclusive

Full equity research memos, financial breakdowns, and hedge fund thesis write-ups are reserved for BSD Research ($55/mo) and Pro subscribers.

6,000+ Institutional Pitches

Proprietary AI Analysis

100 Letter Unlocks/Cycle

Already a Research or Pro subscriber? Sign In

◆ Keep Reading

Other investors who've written on Churchill Downs

No other institutional pitches found for this ticker yet.