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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
176
TAM
Toscafund Asset Management
United Kingdom
$50.9M +$11.6M 2 13.08% Increased
177
HCM
Huber Capital Management
California
$50.5M -$9.49M 1 1.38% Reduced
178
AC
Alleghany Corporation
New York
$49.5M $0 1 2.43% Maintained
179
SEI Trust Company
SEI Trust Company
Pennsylvania
$48.3M +$5.12M 5 0.46% Increased
180
Nomura Holdings
Nomura Holdings
Japan
$48.2M -$11.5M 7 0.22% Reduced
181
Suntrust Banks
Suntrust Banks
Georgia
$48.1M -$39.8M 4 0.19% Reduced
182
ACI
AMP Capital Investors
Australia
$48M -$1.83M 5 0.34% Reduced
183
HPM
H. Partners Management
New York
$47.9M +$4.73M 1 3.19% Increased
184
Wedge Capital Management
Wedge Capital Management
North Carolina
$47.3M +$43.2M 1 0.5% New
185
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$47.3M +$2.04M 8 0.25% Increased
186
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$47M -$1.62M 2 0.24% Reduced
187
KAM
Keeley Asset Management
Illinois
$46.6M +$15.1M 2 0.79% Increased
188
Fidelity International
Fidelity International
Bermuda
$46.5M +$24.7M 3 0.19% Increased
189
NA
Navellier & Associates
Nevada
$46M +$39.9M 3 2.08% Increased
190
TCG
Tremblant Capital Group
Florida
$45.9M -$7.93M 1 1.45% Reduced
191
SONJCPFA
State of New Jersey Common Pension Fund A
New Jersey
$45.8M +$16.7M 3 0.21% Increased
192
Allianz Asset Management
Allianz Asset Management
Germany
$45.7M -$846K 6 0.06% Reduced
193
OAM
Oxford Asset Management
United Kingdom
$43.6M +$21.1M 5 1.1% Increased
194
TI
Turner Investments
Pennsylvania
$43.6M -$19.9M 4 0.78% Reduced
195
PEAK6 Group
PEAK6 Group
Illinois
$43.4M +$10.5M 6 0.3% Increased
196
ICP
Indus Capital Partners
New York
$43.1M +$38.8M 1 4.06% New
197
Bank of Montreal
Bank of Montreal
Ontario, Canada
$43.1M +$31.3M 9 0.06% Increased
198
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$42.8M +$913K 7 0.37% Increased
199
MVP
Miller Value Partners
Florida
$42.4M +$1.7M 1 1.92% Increased
200
SAM
Scopus Asset Management
New York
$41.9M -$11.9M 4 0.97% Reduced