- Expedia Group Inc. (EXPE)
- Booking Holdings Inc. (BKNG)
- lululemon athletica inc. (LULU)
- Big 5 Sporting Goods Corporation (BGFV)
- Columbia Sportswear Company (COLM)
- Camping World Holdings Inc. Class A (CWH)
- Vista Outdoor Inc. (VSTO)
- Dick's Sporting Goods Inc (DKS)
Q: Looking for an investment in the recreation space. Would you favour a company that was a manufacturer like VSTO, an outfitter like COLM or LULU, a travel agent like BKNG or EXPE, a retailer like DKS or BGFV or an operator like CWH? Or is there another suggestion you might have. Thanks.