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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
151	MP Manikay Partners New York	$74.1M	$0	1	4.18%	Maintained
152	BAMCO Inc New York	$72.9M	-$284K	1	0.3%	Reduced
153	Mawer Investment Management Calgary, Alberta, Canada	$70.8M	-$1.6M	2	0.95%	Reduced
154	USSCPF United States Steel & Carnegie Pension Fund New York	$68.5M	$0	1	1.57%	Maintained
155	FI Focused Investors Los Angeles, California	$68.3M	-$400K	1	2.51%	Reduced
156	BlackRock New York	$67.9M	+$1.77M	8	0.1%	Increased
157	SCA Southpoint Capital Advisors New York	$67M	+$65.7M	1	3.42%	New
158	Jane Street New York	$66.9M	+$13.8M	5	0.68%	Increased
159	Perkins Investment Management Chicago, Illinois	$66.2M	-$17.7M	1	0.61%	Reduced
160	BNP Paribas Asset Management Paris, France	$66.1M	+$921K	4	0.54%	Increased
161	Fiera Capital (Canada) Montreal, Quebec, Canada	$64.8M	-$1.08M	2	0.48%	Reduced
162	FCM Freshford Capital Management Rye Brook, New York	$62.1M	-$3.04M	1	8.45%	Reduced
163	Cullen Capital Management New York	$61.8M	+$1.53M	2	1.7%	Increased
164	MCM McKinley Capital Management Anchorage, Alaska	$61.8M	+$13.7M	2	2.72%	Increased
165	RhumbLine Advisers Boston, Massachusetts	$61.7M	-$1.66M	7	0.19%	Reduced
166	Axa Paris, France	$61.1M	-$4.03M	5	0.26%	Reduced
167	AA Antipodean Advisors New York	$61M	-$42.1M	1	5.95%	Reduced
168	LCS Levin Capital Strategies New York	$60.9M	-$6.59M	2	0.93%	Reduced
169	Panagora Asset Management Boston, Massachusetts	$60.4M	+$7.57M	5	0.29%	Increased
170	Mackenzie Financial Toronto Ontario, Ontario, Canada	$60.3M	-$11.4M	4	0.3%	Reduced
171	APG Asset Management Amsterdam, Netherlands	$59.8M	+$8.73M	4	0.12%	Increased
172	TA Tiptree Advisors New York	$59.7M	+$11.7M	1	10.12%	Increased
173	Bessemer Group Woodbridge, New Jersey	$58.3M	-$22.9M	6	0.33%	Reduced
174	Hotchkis & Wiley Capital Management Los Angeles, California	$57.7M	-$1.92M	1	0.21%	Reduced
175	Nomura Holdings Tokyo, Japan	$57.5M	+$13.7M	7	0.16%	Increased