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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
201
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
$55.1M +$12M 4 0.44% Increased
202
1919 Investment Counsel
1919 Investment Counsel
Maryland
$54.9M -$2.37M 4 1.12% Reduced
203
Retirement Systems of Alabama
Retirement Systems of Alabama
Alabama
$53.4M +$984K 6 0.3% Increased
204
Numeric Investors
Numeric Investors
Massachusetts
$53.2M +$12M 5 0.8% Increased
205
CRM
Cramer Rosenthal McGlynn
Connecticut
$52.6M -$38M 1 0.42% Reduced
206
MDSL
M.D. Sass LLC
New York
$52.2M +$21.4M 1 3.1% Increased
207
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
$52.1M +$5.54M 4 0.15% Increased
208
MLICM
Metropolitan Life Insurance Company (MetLife)
New York
$51.8M -$2.22M 11 0.36% Reduced
209
LCG
Luxor Capital Group
New York
$50.9M +$47.9M 1 1.02% New
210
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$50.1M +$8.04M 9 0.05% Increased
211
DCM
Daruma Capital Management
New York
$49.1M +$5.25M 1 2.01% Increased
212
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$48.9M -$46.3M 5 0.11% Reduced
213
Markel Group
Markel Group
Virginia
$48.8M $0 2 1.39% Maintained
214
EverPoint Asset Management
EverPoint Asset Management
Connecticut
$48.4M +$46.8M 3 1% New
215
AA
Antipodean Advisors
New York
$48.4M +$46.4M 1 3.61% New
216
AGA
Altrinsic Global Advisors
Connecticut
$48M -$3.26M 1 0.85% Reduced
217
Saturna Capital
Saturna Capital
Washington
$47.6M $0 1 1.24% Maintained
218
CCM
Crestwood Capital Management
New York
$47.2M +$11.7M 2 5.79% Increased
219
BCMNY
Buckingham Capital Management (New York)
New York
$46.9M -$9.72M 4 3.79% Reduced
220
USAA
United Services Automobile Association
Texas
$46.5M +$3.2M 7 0.17% Increased
221
SCM
Suvretta Capital Management
New York
$46.3M +$23.2M 1 4.19% Increased
222
Spot Trading
Spot Trading
Illinois
$45.8M +$45M 6 0.22% Increased
223
DCM
Dupont Capital Management
Delaware
$45.7M -$6.97M 3 0.75% Reduced
224
LT
Lindsell Train
United Kingdom
$44.9M $0 1 5.34% Maintained
225
Public Employees Retirement Association of Colorado
Public Employees Retirement Association of Colorado
Colorado
$43.7M -$4.8M 10 0.37% Reduced
7 8
9
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