Tracking Michael Price’s MFP Portfolio – Q3 2020 Update

•  Michael Price’s 13F portfolio value increased from $547M to $551M this quarter. 
• MFP Investors increased Bunge & Alphabet while decreasing FLIR Systems. 
• The largest three individual stock positions are Intel Corporation S&W Seed Company, and Dolby Laboratories and they add up to ~34% of the portfolio. 

Michael Price’s 13F portfolio value increased from $547M to $551M 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, Bunge, and Anterix. They add up to ~41% of the 13F portfolio.

 

Below is a spreadsheet that shows the changes to Michael Price's MFP Investors 13F portfolio holdings as of Q3 2020. For a look at how the portfolio has progressed, see our previous update:

 

 

 

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