| Ticker↕ | Name↕ | Type | Asset class↕ | Sector / industry↕ | Market cap▼ | Conf.↕ | Source |
|---|---|---|---|---|---|---|---|
| HBNB | Hotel101 Global Holdings Corp. Class A Ordina… | CS |
| Equity |
| Consumer Discretionary Hotels & Leisure |
| $1.25B |
| 0.950 |
| LLM |
| WINA | Winmark Corp | CS | Equity | Consumer Discretionary Retail | $1.24B | 0.950 | LLM |
| BH.A | Biglari Holdings Inc. Class A Common Stock | CS | Equity | Consumer Discretionary Hotels & Leisure | $1.23B | 0.900 | LLM |
| CRCT | Cricut, Inc. Class A Common Stock | CS | Equity | Consumer Discretionary Consumer Durables | $1.23B | 0.900 | LLM |
| BH | Biglari Holdings Inc. Class B Common Stock | CS | Equity | Consumer Discretionary Hotels & Leisure | $1.23B | 0.950 | LLM |
| HZO | MarineMax, Inc. | CS | Equity | Consumer Discretionary Retail | $1.15B | 0.950 | LLM |
| LUXE | LuxExperience B.V. American Depositary Shares… | ADRC | Equity | Consumer Discretionary Hotels & Leisure | $1.09B | 0.300 | LLM |
| HEPS | D-Market Electronic Services & Trading Americ… | ADRC | Equity | Consumer Discretionary Retail | $1.01B | 0.950 | LLM |
| ACEL | Accel Entertainment, Inc. | CS | Equity | Consumer Discretionary Hotels & Leisure | $1.00B | 0.950 | LLM |
| RERE | ATRenew Inc. American Depositary Shares (ever… | ADRC | Equity | Consumer Discretionary Retail | $987.85M | 0.900 | LLM |
| BLMN | Bloomin' Brands, Inc. Common Stock | CS | Equity | Consumer Discretionary Hotels & Leisure | $975.22M | 0.950 | LLM |
| PXED | Phoenix Education Partners, Inc. | CS | Equity | Consumer Discretionary | $971.12M | 0.600 | LLM |
| REF | Reformation Inc. | CS | Equity | Consumer Discretionary Retail | $937.54M | 0.950 | LLM |
| LUCK | Lucky Strike Entertainment Corporation | CS | Equity | Consumer Discretionary Hotels & Leisure | $936.95M | 0.950 | LLM |
| SWIM | Latham Group, Inc. Common Stock | CS | Equity | Consumer Discretionary Consumer Durables | $921.17M | 0.700 | LLM |
| WGO | Winnebago Industries, Inc. | CS | Equity | Consumer Discretionary Automobiles | $915.35M | 0.900 | LLM |
| MCS | The Marcus Corporation | CS | Equity | Consumer Discretionary Hotels & Leisure | $914.48M | 0.900 | LLM |
| FOXF | Fox Factory Holding Corp. Common Stock | CS | Equity | Consumer Discretionary Consumer Durables | $912.91M | 0.900 | LLM |
| CODI | Compass Diversified | CS | Equity | Consumer Discretionary Consumer Durables | $908.10M | 0.700 | LLM |
| GRPN | Groupon, Inc.Common Stock | CS | Equity | Consumer Discretionary Retail | $900.74M | 0.800 | LLM |
| SMP | Standard Motor Products | CS | Equity | Consumer Discretionary Automobiles | $877.30M | 0.900 | LLM |
| BZH | Beazer Homes USA, Inc. New | CS | Equity | Consumer Discretionary Consumer Durables | $874.08M | 0.700 | LLM |
| GOOS | Canada Goose Holdings Inc. | CS | Equity | Consumer Discretionary Retail | $843.79M | 0.800 | LLM |
| MOV | Movado Group, Inc. | CS | Equity | Consumer Discretionary Consumer Durables | $814.63M | 0.950 | LLM |
| HOV | Hovnanian Enterprises, Inc. Class A | CS | Equity | Consumer Discretionary Consumer Durables | $793.39M | 0.950 | LLM |
| PZZA | Papa John's International Inc | CS | Equity | Consumer Discretionary Hotels & Leisure | $793.08M | 0.950 | LLM |
| JMIA | Jumia Technologies AG | ADRC | Equity | Consumer Discretionary Retail | $792.66M | 0.900 | LLM |
| FWRG | First Watch Restaurant Group, Inc. Common Sto… | CS | Equity | Consumer Discretionary Hotels & Leisure | $780.66M | 0.950 | LLM |
| HDL | SUPER HI INTERNATIONAL HOLDING LTD. American … | ADRC | Equity | Consumer Discretionary Hotels & Leisure | $780.17M | 0.900 | LLM |
| WOOF | Petco Health and Wellness Company, Inc. Class… | CS | Equity | Consumer Discretionary Retail | $779.59M | 0.950 | LLM |
| HELE | Helen Of Troy Ltd | CS | Equity | Consumer Discretionary Consumer Durables | $695.97M | 0.900 | LLM |
| SG | Sweetgreen, Inc. | CS | Equity | Consumer Discretionary Hotels & Leisure | $692.82M | 0.950 | LLM |
| LEGH | Legacy Housing Corporation Common Stock | CS | Equity | Consumer Discretionary Consumer Durables | $683.48M | 0.900 | LLM |
| BALY | Bally's Corporation | CS | Equity | Consumer Discretionary Hotels & Leisure | $670.60M | 0.950 | LLM |
| CWH | Camping World Holdings, Inc. | CS | Equity | Consumer Discretionary Retail | $659.02M | 0.950 | LLM |
| KRUS | Kura Sushi USA, Inc. Class A Common Stock | CS | Equity | Consumer Discretionary Hotels & Leisure | $637.02M | 0.950 | LLM |
| CTRN | Citi Trends, Inc. | CS | Equity | Consumer Discretionary Retail | $616.58M | 0.950 | LLM |
| LOT | Lotus Technology Inc. American Depositary Sha… | ADRC | Equity | Consumer Discretionary Automobiles | $602.70M | 0.950 | LLM |
| MCFT | MasterCraft Boat Holdings, Inc. Common Stock | CS | Equity | Consumer Discretionary Consumer Durables | $599.50M | 0.950 | LLM |
| MBUU | Malibu Boats, Inc. Class A | CS | Equity | Consumer Discretionary Consumer Durables | $576.15M | 0.950 | LLM |
| ETD | Ethan Allen Interiors Inc | CS | Equity | Consumer Discretionary Consumer Durables | $575.09M | 0.950 | LLM |
| XMAX | XMAX, Inc. Common Stock | CS | Equity | Consumer Discretionary Consumer Durables | $566.70M | 0.950 | LLM |
| TMS | Teamshares Inc. Common Stock | CS | Equity | Consumer Discretionary Retail | $547.67M | 0.950 | LLM |
| OXM | Oxford Industries, Inc. | CS | Equity | Consumer Discretionary | $537.81M | 0.800 | LLM |
| CSV | Carriage Services, Inc. | CS | Equity | Consumer Discretionary Hotels & Leisure | $535.07M | 0.600 | LLM |
| JOUT | Johnson Outdoors Inc | CS | Equity | Consumer Discretionary Consumer Durables | $498.52M | 0.900 | LLM |
| FBYD | Falcon's Beyond Global, Inc. Class A Common S… | CS | Equity | Consumer Discretionary Hotels & Leisure | $490.12M | 0.900 | LLM |
| CPS | Cooper-Standard Automotive Inc. | CS | Equity | Consumer Discretionary Automobiles | $489.90M | 0.900 | LLM |
| SFIX | Stitch Fix, Inc. Class A Common Stock | CS | Equity | Consumer Discretionary Retail | $473.66M | 0.950 | LLM |
| BBW | Build-A-Bear Workshop, Inc. | CS | Equity | Consumer Discretionary Retail | $463.63M | 0.950 | LLM |