Tracking Michael Price’s MFP Portfolio – Q2 2021 Update

• 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:

 

 

 

To learn more about how to profit from a strategy of following the best hedge fund picks, check out our book Profiting from Hedge Funds: Winning Strategies for the Little Guy .