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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
101
FTIM
Flowering Tree Investment Management
Singapore
$64.2M +$8.47M 1 23.06% Increased
102
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$63.7M +$20.9M 14 0.04% Increased
103
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$63.5M +$39.7M 4 1.33% Increased
104
Allianz Asset Management
Allianz Asset Management
Germany
$61.6M +$380K 7 0.07% Increased
105
MDSL
M.D. Sass LLC
New York
$60.2M +$20M 1 3.29% Increased
106
OFM
Okumus Fund Management
Cayman Islands
$59.3M +$61M 1 6.74% New
107
WCMNY
Westchester Capital Management (New York)
New York
$59.1M +$57.4M 1 1.04% New
108
American Century Companies
American Century Companies
Missouri
$57M -$64.1M 5 0.07% Reduced
109
Gotham Asset Management
Gotham Asset Management
New York
$56.8M -$9.02M 3 0.62% Reduced
110
Capital International Inc
Capital International Inc
California
$56.5M +$1.87M 3 5.01% Increased
111
LBIM
Land & Buildings Investment Management
Connecticut
$55.8M +$6.71M 2 17.78% Increased
112
Horizon Kinetics
Horizon Kinetics
New York
$55.6M -$4.73M 5 1.2% Reduced
113
AC
Ascend Capital
California
$55.4M -$1.31M 1 1.95% Reduced
114
CAM
Coronation Asset Management
South Africa
$55.1M +$360K 1 2.59% Increased
115
EC
Eminence Capital
New York
$54.4M -$41.9M 1 0.68% Reduced
116
BlackRock Investment Management
BlackRock Investment Management
Delaware
$53.1M -$306K 17 0.07% Reduced
117
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab
Denmark
$52.3M +$8.48M 2 4.15% Increased
118
Jennison Associates
Jennison Associates
New York
$51.9M +$3.28M 1 0.05% Increased
119
Melvin Capital Management
Melvin Capital Management
New York
$50.4M +$52.3M 1 2.39% New
120
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$48.4M -$808K 11 0.18% Reduced
121
BCM
Bluefin Capital Management
New York
$48.4M -$6.19M 5 3.87% Reduced
122
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$47.5M +$1.17M 5 0.18% Increased
123
NM
NWI Management
New York
$46.8M -$4.8M 3 4.49% Reduced
124
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$45.9M +$4.51M 2 0.83% Increased
125
CPM
Chesapeake Partners Management
Maryland
$45.7M +$3.87M 2 2.56% Increased