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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
Brookfield Corp
Brookfield Corp
Ontario, Canada
$110M +$61.3M 3 0.54% Increased
77
VOYA Investment Management
VOYA Investment Management
Georgia
$109M +$30.9M 12 0.27% Increased
78
Primecap Management
Primecap Management
California
$109M $0 1 0.12% Maintained
79
AllianceBernstein
AllianceBernstein
Tennessee
$108M +$59.3M 13 0.09% Increased
80
Pinnacle Associates
Pinnacle Associates
New York
$103M -$1.95M 5 2.22% Reduced
81
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$102M -$1.06M 4 0.05% Reduced
82
HPM
H. Partners Management
New York
$101M $0 1 7.94% Maintained
83
Alyeska Investment Group
Alyeska Investment Group
Illinois
$100M +$64.4M 4 0.94% Increased
84
AQR Capital Management
AQR Capital Management
Connecticut
$100M +$61.4M 9 0.18% Increased
85
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS)
California
$99.1M +$9.03M 13 0.21% Increased
86
SFM
Systematic Financial Management
New Jersey
$98.7M -$56M 3 1.35% Reduced
87
Jennison Associates
Jennison Associates
New York
$97.9M +$45.1M 2 0.11% Increased
88
Cambiar Investors
Cambiar Investors
Colorado
$96.7M -$4.83M 2 1.37% Reduced
89
MDSL
M.D. Sass LLC
New York
$94.6M -$1.91M 1 4.63% Reduced
90
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$94.2M -$22.1M 3 0.3% Reduced
91
Two Sigma Advisers
Two Sigma Advisers
New York
$94.1M +$59.8M 9 0.48% Increased
92
SAM
Scopus Asset Management
New York
$92.7M +$22.2M 5 1.24% Increased
93
Point72 Asset Management
Point72 Asset Management
Connecticut
$92.6M +$18.5M 4 0.63% Increased
94
WCMNY
Westchester Capital Management (New York)
New York
$90.6M +$5.17M 1 2.08% Increased
95
Janus Henderson Investors US
Janus Henderson Investors US
Colorado
$86.2M +$75.8M 5 0.07% Increased
96
UBS Group
UBS Group
Switzerland
$84M -$17.2M 19 0.05% Reduced
97
MTB
Mizuho Trust & Banking
Japan
$80.4M +$2.32M 5 0.25% Increased
98
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking
Japan
$79.8M +$8.47M 4 0.18% Increased
99
Emerald Acquisition
Emerald Acquisition
Washington
$75.6M +$75.3M 16 0.13% New
100
FCP
Fine Capital Partners
New York
$75.5M -$2.58M 1 8.4% Reduced