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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
1276
Manning & Napier Advisors
Manning & Napier Advisors
New York
$0 -$3.17M 0 – Closed
1277
MTIM
Marathon Trading Investment Management
Pennsylvania
$0 -$595K 0 – Closed
1278
MGA
MatlinPatterson Global Advisers
New York
$0 -$2.79M 0 – Closed
1279
MCM
Mazama Capital Management
Oregon
$0 -$232K 0 – Closed
1280
MC
MIG Capital
California
$0 -$5.5M 0 – Closed
1281
Nippon Life Insurance
Nippon Life Insurance
Japan
$0 -$354K 0 – Closed
1282
ORI
Oak Ridge Investments
Illinois
$0 -$6.71M 0 – Closed
1283
PDM
Penn Davis McFarland
Texas
$0 -$7.88M 0 – Closed
1284
PHK
Point72 Hong Kong
Hong Kong
$0 -$356K 0 – Closed
1285
PointState Capital
PointState Capital
New York
$0 -$30.7M 0 – Closed
1286
PGA
Portland Global Advisors
Maine
$0 -$262K 0 – Closed
1287
Prospera Financial Services
Prospera Financial Services
Texas
$0 -$400K 0 – Closed
1288
QC
QCM Cayman
Texas
$0 -$295K 0 – Closed
1289
RSCM
Rail-Splitter Capital Management
Illinois
$0 -$8.46M 0 – Closed
1290
RCG
Ruggie Capital Group
Florida
$0 -$2K 0 – Closed
1291
RAM
RWC Asset Management
United Kingdom
$0 -$12.7M 0 – Closed
1292
SCM
SAB Capital Management
New York
$0 -$48M 0 – Closed
1293
SCM
Scopia Capital Management
New York
$0 -$1.75M 0 – Closed
1294
SH
SeaTown Holdings
Singapore
$0 -$27.9M 0 – Closed
1295
Sentry Investments
Sentry Investments
Ontario, Canada
$0 -$9.69M 0 – Closed
1296
SRC
Shufro Rose & Co
New York
$0 -$1.68M 0 – Closed
1297
SAM
Silphium Asset Management
United Kingdom
$0 -$217K 0 – Closed
1298
SA
Smithwood Advisers
California
$0 -$12.6M 0 – Closed
1299
Soroban Capital Partners
Soroban Capital Partners
New York
$0 -$146M 0 – Closed
1300
SLG
Stanley-Laman Group
Pennsylvania
$0 -$3.61M 0 – Closed