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Luxury & Affluent Consumer

Luxury sells scarcity and heritage rather than utility, which lets prices rise faster than costs. Demand concentrates in a narrow band of very wealthy customers and in a few travelling nationalities.

40 stocks

# Name Holding Trade Value Theme
Stocks 		% of
Portfolio 		Status
251
London Company of Virginia
London Company of Virginia
Virginia
$26.5M -$769K 1 0.19% Reduced
252
Macquarie Group
Macquarie Group
Australia
$26.4M +$1.92M 11 0.05% Increased
253
LCP
LGT Capital Partners
Switzerland
$26.3M -$3.77M 1 2.65% Reduced
254
Hosking Partners
Hosking Partners
United Kingdom
$25.9M +$110K 3 0.67% Increased
255
Westwood Holdings Group
Westwood Holdings Group
Texas
$25.9M +$4.86M 2 0.21% Increased
256
GIM
Greylin Investment Management
Virginia
$25.8M -$2.19M 1 5.9% Reduced
257
GW&K Investment Management
GW&K Investment Management
Massachusetts
$25M -$110K 1 0.42% Reduced
258
Squarepoint
Squarepoint
New York
$25M +$19.9M 9 0.48% Increased
259
UIM
Underhill Investment Management
California
$23.8M -$124K 2 12.89% Reduced
260
Meag Munich Ergo
Meag Munich Ergo
Germany
$23.8M +$13.9M 3 0.97% Increased
261
Washington Trust
Washington Trust
Rhode Island
$23.7M -$514K 1 1.41% Reduced
262
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$23.4M -$8.73M 10 0.01% Reduced
263
Ontario Teachers' Pension Plan Board
Ontario Teachers' Pension Plan Board
Ontario, Canada
$23.4M +$114K 5 0.31% Increased
264
1832 Asset Management
1832 Asset Management
Ontario, Canada
$23.2M -$48.2M 1 0.08% Reduced
265
PC
Passport Capital
California
$23.2M -$3.66M 1 6.41% Reduced
266
Zurich Insurance Group
Zurich Insurance Group
Switzerland
$22.9M +$8.95M 6 0.63% Increased
267
IAM
Impax Asset Management
New Hampshire
$22.9M $0 2 1.31% Maintained
268
Jefferies Group
Jefferies Group
New York
$22.9M +$14.9M 9 0.15% Increased
269
CT
Cambridge Trust
Massachusetts
$22.9M -$35.4K 1 1.53% Reduced
270
Lazard Asset Management
Lazard Asset Management
New York
$22.8M +$12.1M 3 0.04% Increased
271
CG
Clinton Group
New York
$22.6M +$16.8M 3 2.48% Increased
272
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec
Quebec, Canada
$22.6M +$182K 10 0.36% Increased
273
PGGM Investments
PGGM Investments
Netherlands
$22.6M -$32.5M 3 0.11% Reduced
274
Corvex Management
Corvex Management
New York
$22.3M -$177M 1 0.84% Reduced
275
Nisa Investment Advisors
Nisa Investment Advisors
Missouri
$22.3M -$155K 9 0.25% Reduced
9 10
11
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