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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
151
MVP
Miller Value Partners
Florida
$49M -$164K 1 1.81% Reduced
152
SAM
Scopus Asset Management
New York
$48.1M +$29.1M 3 1.26% Increased
153
USAA
United Services Automobile Association
Texas
$47.4M +$8.88M 5 0.17% Increased
154
Pictet Asset Management (UK)
Pictet Asset Management (UK)
United Kingdom
$46.7M -$31.2M 3 0.21% Reduced
155
KAM
Keeley Asset Management
Illinois
$46.4M +$234K 2 0.93% Increased
156
OC
Orange Capital
New York
$45.4M +$46.1M 1 3.33% New
157
Boston Partners
Boston Partners
Massachusetts
$45.4M +$32.9M 4 0.07% Increased
158
Bank of Montreal
Bank of Montreal
Ontario, Canada
$45.1M -$289M 8 0.05% Reduced
159
Primecap Management
Primecap Management
California
$45.1M +$6.63M 1 0.05% Increased
160
BCM
Bluefin Capital Management
New York
$44.8M -$22.6M 4 2.69% Reduced
161
ESBC
E.S. Barr & Co
Kentucky
$44.5M -$1.99M 4 5.08% Reduced
162
Lone Pine Capital
Lone Pine Capital
Connecticut
$42.4M -$433M 1 0.18% Reduced
163
Thompson Siegel & Walmsley
Thompson Siegel & Walmsley
Virginia
$42.1M +$4.75M 3 0.8% Increased
164
UMA
USA Mutuals Advisors
Texas
$40.3M +$2.78M 7 17.02% Increased
165
TCG
Tremblant Capital Group
Florida
$40M +$5.06M 1 1.93% Increased
166
Janus Henderson Group
Janus Henderson Group
$39.1M +$112K 3 0.28% Increased
167
MCM
Mast Capital Management
Massachusetts
$38.8M +$21.1M 1 27.77% Increased
168
PHAM
Pacific Heights Asset Management
California
$38.7M -$8.59M 1 2.03% Reduced
169
Rockefeller Financial Services
Rockefeller Financial Services
New York
$38.1M +$10.9M 2 0.83% Increased
170
Jericho Capital Asset Management
Jericho Capital Asset Management
New York
$37.6M -$19.3M 1 2.44% Reduced
171
Axiom Investors
Axiom Investors
Connecticut
$37.6M -$7.37M 1 0.93% Reduced
172
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$37.5M +$23.7M 1 0.14% Increased
173
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$37.4M +$409K 16 0.05% Increased
174
SH
SeaTown Holdings
Singapore
$36.7M +$38.2M 4 2.87% New
175
Analytic Investors
Analytic Investors
California
$36.7M -$17.3M 1 0.52% Reduced