Churchill Downs Incorporated
US ˙ NasdaqGS ˙ US1714841087

SecurityCHDN / Churchill Downs Incorporated
InstitutionSei Investments Co
Latest Disclosed Ownership53,631 shares
Latest Disclosed Value $ 6,102,262
Sei Investments Co reports 25.81% increase in ownership of CHDN / Churchill Downs Incorporated

On February 13, 2026 - Sei Investments Co filed a 13F-HR form disclosing ownership of 53,631 shares of Churchill Downs Incorporated (US:CHDN) valued at $6,102,135 USD as of December 31, 2025. The entity filed a previous 13F-HR on November 13, 2025 disclosing 42,629 shares of Churchill Downs Incorporated. This represents a change in shares of 25.81% during the quarter. The current value of the position is $4,612,266 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-02-13 2025-12-31 13F CHURCHILL DOWNS COM 171484108 53,631 11,002 25.81 6,102 47.57
2025-11-13 2025-09-30 13F CHURCHILL DOWNS COM 171484108 42,629 -1,426 -3.24 4,136 -7.08 0.0044
2025-08-14 2025-06-30 13F CHURCHILL DOWNS COM 171484108 44,055 8,417 23.62 4,450 12.43 0.0052
2025-05-14 2025-03-31 13F/A-1 CHURCHILL DOWNS COM 171484108 35,638 -6,254 -14.93 3,958 -29.25 0.0051
2025-05-13 2025-03-31 13F CHURCHILL DOWNS COM 171484108 42,391 499 5,481 0.0060
2025-02-11 2024-12-31 13F CHURCHILL DOWNS COM 171484108 41,892 2,356 5.96 5,594 4.66 0.0072
2024-11-12 2024-09-30 13F CHURCHILL DOWNS COM 171484108 39,536 -8,013 -16.85 5,346 -19.48 0.0069
2024-08-13 2024-06-30 13F CHURCHILL DOWNS COM 171484108 47,549 11,449 31.71 6,638 48.60 0.0094
2024-05-07 2024-03-31 13F CHURCHILL DOWNS COM 171484108 36,100 8,116 29.00 4,468 18.33 0.0065
2024-02-14 2023-12-31 13F CHURCHILL DOWNS COM 171484108 27,984 3,846 15.93 3,776 34.82 0.0061
2023-11-14 2023-09-30 13F CHURCHILL DOWNS COM 171484108 24,138 273 1.14 2,801 -15.69 0.0050
2023-08-11 2023-06-30 13F CHURCHILL DOWNS COM 171484108 23,865 11,016 85.73 3,321 0.54 0.0058
2023-05-12 2023-03-31 13F CHURCHILL DOWNS COM 171484108 12,849 1,648 14.71 3,303 39.48 0.0061
2023-02-10 2022-12-31 13F CHURCHILL DOWNS COM 171484108 11,201 2,223 24.76 2,368 43.17 0.0053
2022-11-14 2022-09-30 13F CHURCHILL DOWNS COM 171484108 8,978 1,187 15.24 1,654 10.27 0.0037
2022-08-15 2022-06-30 13F CHURCHILL DOWNS COM 171484108 7,791 1,199 18.19 1,500 2.67 0.0032
2022-05-13 2022-03-31 13F CHURCHILL DOWNS COM 171484108 6,592 -2,120 -24.33 1,461 -30.33 0.0029
2022-02-14 2021-12-31 13F CHURCHILL DOWNS COM 171484108 8,712 -686 -7.30 2,097 -7.01 0.0039
2021-11-12 2021-09-30 13F CHURCHILL DOWNS COM 171484108 9,398 -186 -1.94 2,255 18.62 0.0047
2021-08-06 2021-06-30 13F CHURCHILL DOWNS COM 171484108 9,584 -6,881 -41.79 1,901 -46.51 0.0042
2021-05-12 2021-03-31 13F CHURCHILL DOWNS COM 171484108 16,465 753 4.79 3,554 16.14 0.0090
2021-02-08 2020-12-31 13F CHURCHILL DOWNS COM 171484108 15,712 -3,101 -16.48 3,060 -0.71 0.0079
2020-12-04 2020-09-30 13F/A-1 CHURCHILL DOWNS COM 171484108 18,813 5,479 41.09 3,082 73.63 0.0089
2020-11-06 2020-09-30 13F CHURCHILL DOWNS COM 171484108 18,813 5,479 3,082 7,420.7708
2020-08-17 2020-06-30 13F/A-1 CHURCHILL DOWNS COM 171484108 13,334 5,618 72.81 1,775 123.55 0.0055
2020-08-11 2020-06-30 13F CHURCHILL DOWNS COM 171484108 6,886 -830 945 2,563.3628
2020-05-14 2020-03-31 13F CHURCHILL DOWNS COM 171484108 7,716 -5,213 -40.32 794 -55.24 0.0029
2020-02-06 2019-12-31 13F CHURCHILL DOWNS COM 171484108 12,929 6,763 109.68 1,774 133.11 0.0053
2019-11-12 2019-09-30 13F CHURCHILL DOWNS COM 171484108 6,166 -5,203 -45.76 761 -41.86 0.0019
2019-08-14 2019-06-30 13F CHURCHILL DOWNS COM 171484108 11,369 5,704 100.69 1,309 159.72 0.0043
2019-05-15 2019-03-31 13F CHURCHILL DOWNS COM 171484108 5,665 3,746 195.21 504 10.04 0.0017
2019-02-13 2018-12-31 13F CHURCHILL DOWNS COM 171484108 1,919 -1,202 -38.51 458 -47.24 0.0016
2018-11-08 2018-09-30 13F CHURCHILL DOWNS COM 171484108 3,121 -4,874 -60.96 868 -63.38 0.0031
2018-08-03 2018-06-30 13F CHURCHILL DOWNS COM 171484108 7,995 -926 -10.38 2,370 8.87 0.0081
2018-05-11 2018-03-31 13F CHURCHILL DOWNS COM 171484108 8,921 1,308 17.18 2,177 22.92 0.0083
2018-02-08 2017-12-31 13F CHURCHILL DOWNS COM 171484108 7,613 5,599 278.00 1,771 326.75 0.0061
2017-11-06 2017-09-30 13F CHURCHILL DOWNS COM 171484108 2,014 304 17.78 415 32.17 0.0015
2017-07-31 2017-06-30 13F CHURCHILL DOWNS COM 171484108 1,710 1,710 314 0.0013
2017-05-05 2017-03-31 13F CHURCHILL DOWNS COM 171484108 0 -209 -100.00 0 -100.00
2017-02-02 2016-12-31 13F CHURCHILL DOWNS COM 171484108 209 0 0.00 31 0.00 0.0002
2016-11-04 2016-09-30 13F CHURCHILL DOWNS COM 171484108 209 209 31 0.0002
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.