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.

Leather & Leather Products

Largest first.

Company	Market value	P/E	Yield	From 52-week high	Short interest
Tapestry IncTPRLeather & Leather Products	$23.3B$116.24	15.2×	1.4%	-29.5%	7.8%
Capri Holdings LtdCPRILeather & Leather Products	$1.7B$14.95	12.4×	—	-46.0%	12.5%

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.