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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
Appaloosa LP
Appaloosa LP
New Jersey
$62.9M +$36.8M 1 1.17% Increased
202
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$62.6M +$4.72M 7 0.46% Increased
203
Primecap Management
Primecap Management
California
$62.5M -$25.8M 2 0.05% Reduced
204
PointState Capital
PointState Capital
New York
$61.4M +$62.7M 1 1.47% New
205
AssetMark Inc
AssetMark Inc
California
$61.2M -$28.9M 7 0.24% Reduced
206
Ohio Public Employees Retirement System (OPERS)
Ohio Public Employees Retirement System (OPERS)
Ohio
$61M -$3.94M 12 0.25% Reduced
207
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$60.7M +$6.69M 9 0.09% Increased
208
Holocene Advisors
Holocene Advisors
New York
$60.7M +$18.6M 2 0.26% Increased
209
Empower Advisory Group
Empower Advisory Group
Colorado
$60.6M +$1.04M 1 0.26% Increased
210
1SP
140 Summer Partners
New York
$59.5M -$1.24M 1 13.2% Reduced
211
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina
North Carolina
$59.3M +$1.18M 9 0.31% Increased
212
Natixis Advisors
Natixis Advisors
Massachusetts
$59.2M +$1.67M 11 0.18% Increased
213
CCM
Candlestick Capital Management
Connecticut
$58.9M +$39.2M 1 1.37% Increased
214
EARNEST Partners
EARNEST Partners
Georgia
$58.8M +$4.09M 7 0.33% Increased
215
UniSuper Management
UniSuper Management
Australia
$58.6M +$59.8M 6 0.66% New
216
Hosking Partners
Hosking Partners
United Kingdom
$58M +$2.43M 3 2.45% Increased
217
SCM
Simcoe Capital Management
New York
$57.6M -$4.88M 1 7.35% Reduced
218
MC
Maplelane Capital
New York
$56.9M +$37.4M 3 1.78% Increased
219
NTCM
Nut Tree Capital Management
New York
$56.1M $0 1 18.23% Maintained
220
Fort Pitt Capital Group
Fort Pitt Capital Group
Pennsylvania
$54.3M +$2.59M 1 2% Increased
221
State of Alaska Department of Revenue
State of Alaska Department of Revenue
Alaska
$54.1M -$5.39M 12 0.64% Reduced
222
6CM
683 Capital Management
New York
$53.8M +$6.86M 2 3.86% Increased
223
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors
Florida
$53.8M +$759K 11 0.09% Increased
224
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$53.3M +$21.2M 6 0.14% Increased
225
MAM
Mark Asset Management
New York
$53.1M -$2M 3 8.58% Reduced