GAMING AND LEISURE PROPERTIE (GLPI)

Super-investor holdings · 2026 Q2

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

All institutions · Form 13F

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Insider trading · Form 4

1 insiders bought on the open market in the last 90 days (1 purchases, $422.4K), against 0 sales by 0 insiders ($0). Latest buy: Aug 18, 2026.

Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.

Politician trading · U.S. House

Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).

Screens & lenses

Insiders

· Insider Net Buying — Last 90 days: more insider buy transactions than sell transactions

Financial Screens

· Buffett — Companies with high ROE sustained for more than a decade

· Growth — Revenue up every year for 5 straight years

· Cash Flow (FCF) — Positive free cash flow in each of the last 3 years, with an FCF yield of at least 5%

· Neff Total Return Ratio — Growth plus dividends divided by P/E is high

· Earnings Quality (Cash Conversion) — Profits that actually come back as cash

· Shareholder Yield — Cash returned through dividends and buybacks

· Earnings Stability — Small earnings swings and almost no loss years

Key figures

· Buffett — Latest ROE: 17.8% · Years ROE ≥15% (of 10): 8 · 10-yr avg ROE: 16.6% · Latest net income: $825.1M

· Growth — Latest revenue: $1.6B · 5-yr revenue CAGR: 6.7% · Straight growth years: 5

· Cash Flow (FCF) — Latest FCF: $789.9M · FCF yield: 7.5% · Positive FCF years: 3

· Neff Total Return Ratio — EPS growth: 5.1% · Dividend yield: 8.2% · P/E: 12.79 · Neff ratio: 1.04

· Earnings Quality (Cash Conversion) — Cash conversion (3-yr avg): 1.37 · Operating cash flow: $1.1B · Net income: $825.1M

· Shareholder Yield — Shareholder yield: 8.2% · of which dividends: 8.2% · of which buybacks: 0.0%

· Earnings Stability — Earnings variation (CV): 0.34 · Loss years (of 10): 0 · Latest net income: $825.1M

· Insider Net Buying — Buy txns: 1 · Sell txns: 0 · Buy value: $422.4K · Latest buy: Aug 18, 2026

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

Signal record

Measured from SEC 13F filings: entry at the close on the first trading day after each quarter’s filing deadline, exit one quarter later on the same rule, dividend-adjusted closes. Past records do not guarantee future results — see Track Record and Methodology.