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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
151
Davidson Kempner Capital Management
Davidson Kempner Capital Management
New York
$68.2M +$72.8M 2 1.67% New
152
Aberdeen Asset Management
Aberdeen Asset Management
United Kingdom
$67.9M +$1.31M 6 0.24% Increased
153
South Texas Money Management
South Texas Money Management
Texas
$67.1M -$15.4M 3 3.72% Reduced
154
PIP
Permian Investment Partners
Texas
$63.6M +$279K 1 12.19% Increased
155
DF Dent & Co
DF Dent & Co
Maryland
$63.2M -$1.81M 1 1.75% Reduced
156
MP
MSD Partners
New York
$62.9M $0 1 5.07% Maintained
157
LT
Lindsell Train
United Kingdom
$62.4M $0 1 3.09% Maintained
158
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$62.2M -$4.19M 9 0.28% Reduced
159
PFC
Poplar Forest Capital
California
$62M +$46.5M 2 5.31% Increased
160
Edmond de Rothschild Holding
Edmond de Rothschild Holding
Switzerland
$59.5M -$4.47M 7 1.8% Reduced
161
State of Wisconsin Investment Board
State of Wisconsin Investment Board
Wisconsin
$59.1M -$715K 7 0.23% Reduced
162
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$58.1M -$6.65M 6 0.14% Reduced
163
SRS Investment Management
SRS Investment Management
New York
$58M +$65.8M 1 1.53% New
164
Saturna Capital
Saturna Capital
Washington
$57.5M -$29.6K 2 1.88% Reduced
165
Canada Life
Canada Life
Manitoba, Canada
$56.5M +$2.05M 9 0.16% Increased
166
Sculptor Capital
Sculptor Capital
New York
$56.1M +$63.9M 2 0.32% New
167
MIHAS
Maj Invest Holding A/S
Denmark
$55.5M +$33.5M 2 5.82% Increased
168
SAM
Sentinel Asset Management
Vermont
$55.4M +$8.82M 3 1.32% Increased
169
ProShare Advisors
ProShare Advisors
Maryland
$55.1M +$4.24M 6 0.77% Increased
170
John W. Bristol & Co
John W. Bristol & Co
New York
$55.1M -$1.71M 1 1.51% Reduced
171
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
$53.7M +$5.28M 6 0.38% Increased
172
Fred Alger Management
Fred Alger Management
New York
$53.4M -$117M 4 0.27% Reduced
173
YCMGA
York Capital Management Global Advisors
New York
$52.7M +$59.2M 1 1.67% New
174
Markel Group
Markel Group
Virginia
$51.9M $0 2 1.34% Maintained
175
CG
Clinton Group
New York
$51.9M +$40.1M 7 2.43% Increased