Tracking Thyra Zerhusen’s Fairpointe Capital Portfolio – Q4 2019 Update

• Thyra Zerhusen’s 13F portfolio value decreased one-third from $1.97B to $1.30B this quarter. 
• Fairpointe Capital increased Adtalem Global Education (ATGE) and Corning (GLW) while reducing Molson Coors (TAP), Mattel Inc. (MAT), and Tegna Inc. (TGNA).  
• The largest three positions are Molson Coors (TAP), Mattel Inc. (MAT), and Tegna Inc. (TGNA). 

Thyra Zerhusen’s 13F portfolio value decreased one-third from $1.97B to $1.30B this quarter. Recent 13F reports have shown a total of around 70 individual stock positions in the portfolio. The largest five stakes are Molson Coors (TAP), Mattel Inc. (MAT), Tegna Inc. (TGNA), Adtalem Global Education (ATGE), and Teradata Corp (TDC), and they together add up to ~18% of the portfolio.

Below is a spreadsheet that highlights the changes to Thyra Zerhusen's Fairpointe Portfolio 13F stock portfolio as of Q4 2019. For a look at how the portfolio has progressed, see our previous update:

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