Tracking Michael Price’s MFP Portfolio – Q2 2020 Update

• Michael Price’s 13F portfolio value increased from $493M to $547M this quarter. 
• MFP Investors added Anterix while dropping Wabco Holdings during the quarter. 
• The largest three individual stock positions are Intel Corporation S&W Seed Company, and Dolby Laboratories and they add up to ~35% of the portfolio. 

 Michael Price’s 13F portfolio value increased ~11% from $493M to $547M this quarter. The portfolio is diversified with recent 13F reports showing well over 100 individual stock positions. The top five stakes are Intel Corporation S&W Seed Company, Dolby Laboratories, Anterix, and Banc of California. They add up to ~42% of the 13F portfolio.

 

Below is a spreadsheet that shows the changes to Michael Price's MFP Investors 13F portfolio holdings as of Q2 2020. For a look at how the portfolio has progressed, see our previous update:

 

 

 

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