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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
26	JP Morgan Chase New York	$379M	+$394M	6	0.12%	New
27	Morgan Stanley New York	$373M	+$386M	9	0.19%	New
28	KCM Kensico Capital Management Greenwich, Connecticut	$370M	+$358M	1	9.48%	New
29	Goldman Sachs New York	$368M	+$374M	7	0.14%	New
30	BlackRock Fund Advisors San Francisco, California	$354M	+$355M	10	0.13%	New
31	WI WHV Investments San Francisco, California	$307M	+$323M	2	3.15%	New
32	ClearBridge Investments New York	$300M	+$317M	3	0.46%	New
33	Franklin Resources San Mateo, California	$299M	+$305M	5	0.17%	New
34	AB Atlas Brown Louisville, Kentucky	$286M	+$301M	2	61.11%	New
35	Dimensional Fund Advisors Austin, Texas	$283M	+$284M	11	0.27%	New
36	BlackRock Investment Management Wilmington, Delaware	$252M	+$264M	6	0.45%	New
37	BP BBR Partners New York	$249M	+$263M	2	48.57%	New
38	Chilton Investment Company Stamford, Connecticut	$235M	+$246M	4	6.27%	New
39	First Manhattan New York	$232M	+$249M	6	1.6%	New
40	UBS Zurich, Switzerland	$226M	+$237M	10	0.27%	New
41	BlackRock Group London, United Kingdom	$219M	+$225M	6	0.17%	New
42	Davis Selected Advisers Tucson, Arizona	$218M	+$230M	1	0.55%	New
43	Russell Frank Company Seattle, Washington	$218M	+$229M	7	0.4%	New
44	SIG Senator Investment Group New York	$216M	+$209M	1	3.37%	New
45	Ninety One (UK) London, United Kingdom	$215M	+$227M	2	1.65%	New
46	Markel Group Glen Allen, Virginia	$213M	+$224M	4	7.62%	New
47	Corvex Management New York	$210M	+$203M	1	3.95%	New
48	Norges Bank Oslo, Norway	$207M	+$210M	4	0.13%	New
49	ING Group Amsterdam, Netherlands	$199M	+$209M	3	1.05%	New
50	OppenheimerFunds New York	$198M	+$204M	5	0.28%	New