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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
2001
NR
Newfound Research
Massachusetts
$0 $0 1 0% Maintained
2002
NP
Ninepoint Partners
Ontario, Canada
$0 -$484K 0 – Closed
2003
OLA
Oliver Luxxe Assets
New Jersey
$0 -$2.61M 0 – Closed
2004
OCAM
Onex Canada Asset Management
Ontario, Canada
$0 -$3.01M 0 – Closed
2005
PRC
Pearl River Capital
Michigan
$0 -$59K 0 – Closed
2006
PBO
Peoples Bank (Ohio)
Ohio
$0 -$221K 0 – Closed
2007
PCM
Perritt Capital Management
Illinois
$0 -$173K 0 – Closed
2008
PWPS
Pinnacle Wealth Planning Services
Ohio
$0 -$256K 0 – Closed
2009
PCM
Princeton Capital Management
New Jersey
$0 -$91K 0 – Closed
2010
PSP
Principal Street Partners
Tennessee
$0 -$205K 0 – Closed
2011
QI
Qtron Investments
Massachusetts
$0 -$966K 0 – Closed
2012
Quadrature Capital
Quadrature Capital
United Kingdom
$0 -$395K 0 – Closed
2013
QT
Quantamental Technologies
New York
$0 -$251K 0 – Closed
2014
Rafferty Asset Management
Rafferty Asset Management
New York
$0 -$374K 0 – Closed
2015
RCM
Raging Capital Management
New Jersey
$0 -$1.26M 0 – Closed
2016
RA
RiverPark Advisors
New York
$0 -$559K 0 – Closed
2017
RCM
Riverpark Capital Management
New York
$0 -$3.7M 0 – Closed
2018
ST
Sabal Trust
Florida
$0 -$20.1M 0 – Closed
2019
SCM
Sandler Capital Management
New York
$0 -$3.68M 0 – Closed
2020
SM
Sciencast Management
New Jersey
$0 -$606K 0 – Closed
2021
SCM
SkyTop Capital Management
New Jersey
$0 -$2.42M 0 – Closed
2022
SW
SlateStone Wealth
Florida
$0 -$705K 0 – Closed
2023
SIS
Sound Income Strategies
Florida
$0 $0 1 0% Maintained
2024
SCA
Southpoint Capital Advisors
New York
$0 -$1.48M 0 – Closed
2025
SCM
Stormborn Capital Management
Connecticut
$0 -$9.33M 0 – Closed