- Michael Price’s 13F portfolio value increased from $835M to $910M this quarter.
- MFP Investors increased Kansas City Southern while reducing W R Grace. They also added Texas City Bancshares and Scholastic during the quarter.
- The largest three individual stock positions are Intel Corporation S&W Seed Company, and Bunge and they add up to ~23% of the portfolio.
Michael Price’s 13F portfolio value increased from $835M to $910M 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, Bunge, Anterix, and CIT Group. They add up to ~30% of the 13F portfolio.
Below is a spreadsheet that shows the changes to Michael
Price's MFP Investors 13F portfolio holdings as of Q2 2021. For a look at how the
portfolio has progressed, see our previous update:
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