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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
SC
Shellback Capital
Massachusetts
$89.1M +$1.79M 6 9.08% Increased
102
NFA
Nationwide Fund Advisors
Ohio
$87.5M +$37.6M 17 0.36% Increased
103
Brookfield Corp
Brookfield Corp
Ontario, Canada
$87.1M +$10.7M 2 0.49% Increased
104
HPM
H. Partners Management
New York
$85.7M -$24.1M 1 6.23% Reduced
105
CFM
Coronation Fund Managers
South Africa
$85.5M -$10.1M 1 3.13% Reduced
106
Citigroup
Citigroup
New York
$84.2M +$20.5M 15 0.08% Increased
107
Parametric Portfolio Associates
Parametric Portfolio Associates
Washington
$83.9M +$632K 12 0.12% Increased
108
Prudential Financial
Prudential Financial
New Jersey
$83.2M +$18.7M 12 0.13% Increased
109
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$82.3M -$1.06M 2 0.98% Reduced
110
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$79.2M +$52.6M 4 0.29% Increased
111
MDSL
M.D. Sass LLC
New York
$78.5M +$362K 1 4.42% Increased
112
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$77.5M +$26.1M 1 0.45% Increased
113
CCI
Columbus Circle Investors
$76.4M +$8.61M 2 1% Increased
114
BlackRock Investment Management
BlackRock Investment Management
Delaware
$76.4M +$7.04M 18 0.09% Increased
115
MCM
McKinley Capital Management
Alaska
$76M +$77.9M 2 2.99% Increased
116
HCM
Highfields Capital Management
Massachusetts
$75.3M -$107M 1 0.62% Reduced
117
Cambiar Investors
Cambiar Investors
Colorado
$75.1M -$23.1M 2 1.29% Reduced
118
Davenport & Co
Davenport & Co
Virginia
$74M -$87.1M 5 1.06% Reduced
119
UBS Group
UBS Group
Switzerland
$72.9M +$11.4M 19 0.04% Increased
120
NM
NWI Management
New York
$72.9M -$11.7M 3 5.86% Reduced
121
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$72.5M +$69.7M 1 4.44% New
122
PWAM
Park West Asset Management
California
$71.8M +$5.58M 3 5.55% Increased
123
BlackRock Advisors
BlackRock Advisors
Delaware
$70.6M +$17.4M 18 0.07% Increased
124
State Board of Administration of Florida Retirement System
State Board of Administration of Florida Retirement System
Florida
$70.2M +$586K 10 0.21% Increased
125
SEI Investments
SEI Investments
Pennsylvania
$68.5M +$7.32M 11 0.33% Increased
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