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Alcohol

Brewers, distillers, and winemakers sell brands with very long lives and steady pricing power. Volumes are flat in mature markets, so growth has to come from premium products and from newer ones.

24 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
401	KRC Kehrs Ridge Capital Holmdel, New Jersey	$15.1M	+$14.2M	2	6.14%	New
402	Curi RMB Capital Chicago, Illinois	$15M	+$137K	1	0.5%	Increased
403	Cullen/Frost Bankers San Antonio, Texas	$14.9M	+$206K	5	0.3%	Increased
404	MDSL M.D. Sass LLC New York	$14.9M	-$1.27M	1	2.46%	Reduced
405	RIM Regent Investment Management Louisville, Kentucky	$14.8M	-$3.48M	3	3.47%	Reduced
406	Caption Management Oklahoma City, Oklahoma	$14.7M	+$15.3M	1	0.19%	New
407	RCMC RK Capital Management (Colorado) Denver, Colorado	$14.6M	+$7.97M	1	2.75%	Increased
408	SCA Stonebridge Capital Advisors St Paul, Minnesota	$14.6M	+$141K	4	1.77%	Increased
409	SAM Stansberry Asset Management Westlake, Texas	$14.5M	+$299K	1	3.51%	Increased
410	QOP Quinn Opportunity Partners Charlottesville, Virginia	$14.5M	-$1.16M	3	0.9%	Reduced
411	BAM Blueshift Asset Management Red Bank, New Jersey	$14.5M	+$12M	5	0.79%	Increased
412	CA Cullinan Associates Louisville, Kentucky	$14.4M	+$570K	2	0.81%	Increased
413	CCA Cobblestone Capital Advisors Rochester, New York	$14.3M	-$23.9K	2	0.97%	Reduced
414	USS Investment Management London, United Kingdom	$14.3M	$0	3	0.11%	Maintained
415	Simplex Trading Chicago, Illinois	$14.3M	+$8.78M	7	0.01%	Increased
416	RAM RWC Asset Management London, United Kingdom	$14M	+$6.56M	1	0.4%	Increased
417	BST Bath Savings Trust Bath, Maine	$14M	-$31.5K	1	1.65%	Reduced
418	Huntington National Bank Columbus, Ohio	$14M	+$2.62M	9	0.14%	Increased
419	HR Howe & Rusling Rochester, New York	$14M	+$165K	6	1.76%	Increased
420	PP Patten & Patten Chattanooga, Tennessee	$13.8M	-$431K	1	1.05%	Reduced
421	TCOV Trust Company of Vermont Brattleboro, Vermont	$13.8M	+$179K	7	0.96%	Increased
422	Acadian Asset Management Boston, Massachusetts	$13.8M	+$6.85M	5	0.05%	Increased
423	ACM Anomaly Capital Management New York	$13.8M	+$15.2M	1	0.87%	New
424	Oppenheimer & Co New York	$13.7M	-$593K	6	0.24%	Reduced
425	ESCM Echo Street Capital Management New York	$13.6M	+$2.17M	4	0.11%	Increased