Tracking Michael Price’s MFP Portfolio – Q1 2019 Update

• Michael Price’s 13F portfolio value increased from $734M to $807M this quarter. 
• MFP Investors decreased Bunge (BG) while adding Celgene Corp (CELG) and dropping XPO Logistics (XPO). 
• The largest three individual stock positions are Intel Corporation (INTC), S&W Seed Company (SANW), and Dolby Laboratories (DLB), and they add up to ~23% of the portfolio. 

Michael Price’s 13F portfolio value increased ~10% from $734M to $807M this quarter. The portfolio is diversified with recent 13F reports showing well over 100 individual stock positions. The top five stakes are Intel Corporation (INTC), S&W Seed Company (SANW), Dolby Laboratories (DLB), CIT Group (CIT), and AT&T Inc. (T) and they add up to ~30% of the 13F portfolio.

Below is a spreadsheet that shows the changes to Michael Price's MFP Investors 13F portfolio holdings as of Q1 2019. For a look at how the portfolio has progressed, see our previous update:

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