- Thyra Zerhusen’s 13F portfolio value decreased from $5.30B to $4.79B this quarter.
- Fairpointe Capital added Meredith while dropping Time Inc.
- The largest three positions are Hormel Foods, Akamai, and Cree.
Thyra Zerhusen’s 13F portfolio decreased ~10% from $5.30B to
$4.79B this quarter. Recent 13F reports have shown a total of around 70
individual stock positions in the portfolio. The largest five stakes are Hormel
Foods, Akamai, Cree Inc., Teradata, and Juniper Networks and they together add
up to ~17% of the portfolio.
Note: Reulatory Filings show Fairpointe having significant
ownership stakes in the following businesses: Cars.com (CARS), Chicago Bridge
& Iron (CBI), Copa Holdings (CPA), CREE Inc. (CREE), Cooper Tire &
Rubber (CTB), Adtalem Global Education (ATGE), Domtar (UFS), Itron Inc. (ITRI),
McDermott Intl. (MDR), New York Times (NYT), Office Depot (ODP), Tegna Inc.
(TGNA), Scholastic (SCHL), Unisys (UIS), and Werner Enterprises (WERN).
Below is a spreadsheet that highlights the changes to Thyra
Zerhusen's Fairpointe Portfolio US long stock portfolio as of Q1 2018. For a
look at how the portfolio has progressed, see our previous update:
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