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Casinos

Casino resorts combine a gaming floor with hotels, dining, and entertainment, and the licence to operate is usually the scarcest asset. Earnings track travel and discretionary spending closely.

24 stocks

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
76	OA Omega Advisors New York	$107M	-$24M	2	1.7%	Reduced
77	Soros Fund Management New York	$106M	+$9.53M	3	1.04%	Increased
78	Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan	$105M	+$2.93M	4	0.19%	Increased
79	TCW Group Los Angeles, California	$100M	-$2M	2	0.48%	Reduced
80	TAL TIG Advisors LLC New York	$100M	+$99.8M	1	3.96%	New
81	Thrivent Financial for Lutherans Minneapolis, Minnesota	$100M	-$9.79M	5	0.55%	Reduced
82	Managed Account Advisors Jersey City, New Jersey	$98.6M	-$11.4M	9	0.09%	Reduced
83	Charles Schwab San Francisco, California	$98M	+$7.21M	10	0.14%	Increased
84	AllianceBernstein Nashville, Tennessee	$97.7M	-$745K	11	0.08%	Reduced
85	BRIM Broad Run Investment Management Arlington, Virginia	$96M	+$91.6K	2	6.17%	Increased
86	Horizon Kinetics New York	$94.8M	-$9.77M	5	1.31%	Reduced
87	VOYA Investment Management Atlanta, Georgia	$94.3M	+$1.43M	9	0.21%	Increased
88	Discovery Capital Management South Norwalk, Connecticut	$92.1M	+$91.7M	1	1.05%	New
89	APG Asset Management Amsterdam, Netherlands	$92M	+$6.67M	3	0.19%	Increased
90	Macquarie Group Sydney, NSW 2000, Australia	$90.9M	+$69.6M	3	0.18%	Increased
91	Teachers Advisors New York	$89.9M	+$32.5M	10	0.17%	Increased
92	Russell Frank Company Seattle, Washington	$88.7M	+$953K	14	0.16%	Increased
93	FCP Fine Capital Partners New York	$87.7M	+$2.08M	1	7.34%	Increased
94	California State Teachers Retirement System (CalSTRS) West Sacramento, California	$86.6M	-$1.47M	10	0.21%	Reduced
95	CP Covalent Partners Concord, Massachusetts	$86.5M	-$16.7M	5	17.61%	Reduced
96	Guggenheim Capital Chicago, Illinois	$85.3M	+$33.6M	9	0.2%	Increased
97	Gotham Asset Management New York	$84M	-$16.9M	2	0.64%	Reduced
98	LPC Long Pond Capital New York	$83.7M	-$50.4M	2	3.87%	Reduced
99	Marsico Capital Management Denver, Colorado	$82.2M	-$211M	1	0.69%	Reduced
100	Corvex Management New York	$82M	+$81.6M	1	0.99%	New