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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
1326	HA Harfst & Associates Sheridan, Wyoming	$0	-$1.82M	0	–	Closed
1327	HM Harvest Management New York	$0	-$214K	0	–	Closed
1328	HW Hedeker Wealth Lincolnshire, Illinois	$0	-$246K	0	–	Closed
1329	HIP Hengistbury Investment Partners London, United Kingdom	$0	-$38.9M	0	–	Closed
1330	HCM Hoplite Capital Management New York	$0	-$51.1M	0	–	Closed
1331	IR IAT Reinsurance New York	$0	-$1.02M	0	–	Closed
1332	IIM Ivory Investment Management New York	$0	-$21.9M	0	–	Closed
1333	JP Jana Partners New York	$0	-$67.5M	0	–	Closed
1334	Jensen Investment Management Lake Oswego, Oregon	$0	-$412K	0	–	Closed
1335	Jericho Capital Asset Management New York	$0	-$67.2M	0	–	Closed
1336	KFA Kelleher Financial Advisors New York	$0	-$297K	0	–	Closed
1337	KA Kovack Advisors Ft. Lauderdale, Florida	$0	-$246K	0	–	Closed
1338	LPU Lansdowne Partners (UK) London, United Kingdom	$0	-$1.56M	0	–	Closed
1339	MCC Malaga Cove Capital Pv Estates, California	$0	-$1.39M	0	–	Closed
1340	Melvin Capital Management New York	$0	-$49.4M	0	–	Closed
1341	Mizuho Securities USA New York	$0	-$2.27M	0	–	Closed
1342	MPAM Monarch Partners Asset Management Boston, Massachusetts	$0	-$9.55M	0	–	Closed
1343	MLL Moody Lynn & Lieberson Boston, Massachusetts	$0	-$5.43M	0	–	Closed
1344	MNBTD Moody National Bank Trust Division Galveston, Texas	$0	-$215K	0	–	Closed
1345	NR Newfound Research Wellesley Hills, Massachusetts	$0	+$85	1	0%	New
1346	NCMW Northern Capital Management (Wisconsin) Madison, Wisconsin	$0	-$283K	0	–	Closed
1347	OA Omega Advisors New York	$0	-$6.11M	0	–	Closed
1348	OAM Orinda Asset Management Lafayette, California	$0	-$150K	0	–	Closed
1349	PAIA Park Avenue Institutional Advisers New York	$0	-$393K	0	–	Closed
1350	SCM Sandler Capital Management New York	$0	-$5.49M	0	–	Closed