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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
201
Driehaus Capital Management
Driehaus Capital Management
Illinois
$55.6M -$9.94M 6 1.71% Reduced
202
CGI
Calixto Global Investors
Florida
$55.2M -$1.27M 1 19.82% Reduced
203
IP
Interval Partners
New York
$54.9M +$63.8M 2 2.24% New
204
STRS Ohio
STRS Ohio
Ohio
$53.6M -$2.04M 12 0.24% Reduced
205
BPIH
Broad Peak Investment Holdings
Singapore
$53M +$16.7M 1 8.94% Increased
206
Marshall Wace North America
Marshall Wace North America
New York
$51.5M -$112M 10 0.35% Reduced
207
ACM
Argent Capital Management
Missouri
$51.3M -$2.11M 3 1.76% Reduced
208
SHCM
Stone House Capital Management
Florida
$50.8M +$7.26M 1 67.76% Increased
209
Calamos Advisors
Calamos Advisors
Illinois
$50.7M +$8.39M 1 0.28% Increased
210
Nomura Asset Management
Nomura Asset Management
Japan
$50.5M +$5.15M 6 0.49% Increased
211
TCG
Tremblant Capital Group
Florida
$50.2M +$16.5M 1 2.63% Increased
212
SEI Investments
SEI Investments
Pennsylvania
$50M -$12.6M 14 0.18% Reduced
213
Alkeon Capital Management
Alkeon Capital Management
New York
$49.9M -$5.8M 1 0.24% Reduced
214
KBC Group
KBC Group
Belgium
$49.6M +$22.3M 7 0.38% Increased
215
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$49.4M -$6.77M 13 0.24% Reduced
216
Weiss Multi-Strategy Advisers
Weiss Multi-Strategy Advisers
New York
$49.3M -$40.8M 3 1.3% Reduced
217
LCM
Lomas Capital Management
New York
$48M +$9M 1 6.81% Increased
218
Caledonia Investments (Australia)
Caledonia Investments (Australia)
Australia
$47.7M -$3.85M 1 0.76% Reduced
219
Jane Street
Jane Street
New York
$47.3M +$38.1M 9 0.09% Increased
220
JGC
J. Goldman & Co
New York
$46.9M +$8.93M 4 3.28% Increased
221
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS)
New York
$46.4M +$222K 9 0.11% Increased
222
Guggenheim Capital
Guggenheim Capital
Illinois
$46.3M +$4.67M 13 0.3% Increased
223
Appaloosa LP
Appaloosa LP
New Jersey
$45.9M -$23M 1 0.81% Reduced
224
Canada Life
Canada Life
Manitoba, Canada
$44.9M -$8.53M 17 0.11% Reduced
225
AIG
American International Group
New York
$44.7M +$6.87M 16 0.15% Increased