Tracking Thyra Zerhusen’s Fairpointe Capital Portfolio – Q2 2020 Update

• Thyra Zerhusen’s 13F portfolio value increased from $668M to $686M this quarter. 
• Fairpointe Capital increased Charles Schwab and Cincinnati Financial during the quarter.  
• The largest three positions are Juniper Networks, Mattel, and Tegna. 

Thyra Zerhusen’s 13F portfolio value increased from $668M to $686M this quarter. Recent 13F reports have shown a total of around 70 individual stock positions in the portfolio. The largest five stakes are Juniper Networks, Mattel, Tegna, Corning, and Cooper Tire & Rubber. They together add up to ~17% of the portfolio.

 

Below is a spreadsheet that highlights the changes to Thyra Zerhusen's Fairpointe Portfolio 13F stock portfolio as of Q2 2020. For a look at how the portfolio has progressed, see our previous update:

 

 

 

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