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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
Jennison Associates
Jennison Associates
New York
$99.3M -$13.2M 3 0.1% Reduced
152
ACI
AMP Capital Investors
Australia
$97.6M -$7.73M 9 0.54% Reduced
153
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$91.1M +$28.5M 19 0.15% Increased
154
Corvex Management
Corvex Management
New York
$91.1M +$101M 1 4.37% New
155
Korea Investment Corp
Korea Investment Corp
South Korea
$90.7M +$10.8M 4 0.41% Increased
156
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$89M +$3.3M 19 0.1% Increased
157
SHCM
Stone House Capital Management
Florida
$88.5M -$2.64M 1 86.22% Reduced
158
PGGM Investments
PGGM Investments
Netherlands
$87.9M +$51.1M 2 0.48% Increased
159
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$87.1M -$81.3K 5 0.4% Reduced
160
GQG Partners
GQG Partners
Florida
$86.9M +$56.6M 2 2.07% Increased
161
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$86.7M +$14.3M 6 2.08% Increased
162
WCP
Waterfront Capital Partners
New York
$85.9M -$12.1M 5 10.16% Reduced
163
FTCM
Fir Tree Capital Management
New York
$84M -$42.5M 1 3.74% Reduced
164
HCM
Hoplite Capital Management
New York
$83.4M -$17.1M 2 7.26% Reduced
165
Hood River Capital Management
Hood River Capital Management
Florida
$82.2M +$29.3M 3 4.22% Increased
166
ESCM
Echo Street Capital Management
New York
$81.5M +$5.77M 3 1.98% Increased
167
Hennessy Advisors Inc
Hennessy Advisors Inc
California
$80.3M -$1.79M 3 2.75% Reduced
168
Oaktree Capital Management
Oaktree Capital Management
California
$80.1M -$55.9M 1 1.12% Reduced
169
MCM
McKinley Capital Management
Alaska
$80M +$929K 4 5.18% Increased
170
CCI
Columbus Circle Investors
$79.6M +$11.7M 4 1.64% Increased
171
Nantahala Capital Management
Nantahala Capital Management
Connecticut
$78.6M -$7.44M 2 3.18% Reduced
172
PCM
Palestra Capital Management
New York
$78.5M +$11.3M 1 3.43% Increased
173
Raymond James & Associates
Raymond James & Associates
Florida
$78.1M +$6.33M 12 0.13% Increased
174
PCM
Penn Capital Management
Pennsylvania
$77.7M +$6.67M 12 5.79% Increased
175
PIM
Platinum Investment Management
Australia
$76.7M -$2.41M 1 1.81% Reduced