Tracking Thyra Zerhusen’s Fairpointe Capital Portfolio – Q3 2020 Update

•  Thyra Zerhusen’s 13F portfolio value decreased from $686M to $624M this quarter. 
• Fairpointe Capital increased Nokia while dropping Domtar during the quarter.  
• The largest three positions are Mattel, Tegna, and Corning. 

Thyra Zerhusen’s 13F portfolio value decreased from $686M to $624M this quarter. Recent 13F reports have shown a total of around 70 individual stock positions in the portfolio. The largest five stakes are Mattel, Tegna, Corning, Molson Coors, and Juniper Networks. 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 Q3 2020. For a look at how the portfolio has progressed, see our previous update:

 

 

 

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