Consumer Discretionary Stocks

Retailers, carmakers, homebuilders, restaurants, hotels, apparel and leisure. 172 companies worth $7.3T together, at a median P/E of 18.0.

Office Furniture (No Wood)

Largest first.

Company	Market value	P/E	Yield	From 52-week high	Short interest
HNI CorpHNIOffice Furniture (No Wood)	$3.4B$46.86	785.7×	2.9%	-10.8%	5.9%

Industries are the SEC's own codes for each company. Market value is the latest close times the shares on the latest filing; P/E is left out where earnings are not positive.

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Whale MovesAnyone crossing five per cent, and whether they want a say.Institutional HoldingsWhich funds own these companies, and what they changed.Stock ScreensPiotroski, Graham, dividend records and most shorted.Fund Manager CommentaryWhat well-known funds' managers say drove their year.