Tracking Thyra Zerhusen’s Fairpointe Capital Portfolio – Q2 2019 Update


  • Thyra Zerhusen’s 13F portfolio value decreased from $3B to $2.5B this quarter. 
  • Fairpointe Capital decreased Tegna Inc. (TGNA), Juniper Networds (JNPR), and Quest Diagnostics (DGX) during the quarter.  
  • The largest three positions are Molson Coors (TAP), Tegna Inc. (TGNA), and Mattel Inc. (MAT). 


Thyra Zerhusen’s 13F portfolio value decreased ~18% from $3B to $2.5B this quarter. Recent 13F reports have shown a total of around 70 individual stock positions in the portfolio. The largest five stakes are Molson Coors (TAP), Tegna Inc. (TGNA), Mattel Inc. (MAT), Meredith Corp (MDP), and Wabtec (WAB), and they together add up to ~18% of the portfolio.


Note: Regulatory Filings show Fairpointe having significant ownership stakes in the following businesses: Cars.com (CARS), Copa Holdings (CPA), CREE Inc. (CREE), Cooper Tire & Rubber (CTB), Domtar (UFS), Itron Inc. (ITRI), McDermott Intl. (MDR), New York Times (NYT), Office Depot (ODP), Tegna Inc. (TGNA), Scholastic (SCHL), Unisys (UIS), and Werner Enterprises (WERN).


Below is a spreadsheet that highlights the changes to Thyra Zerhusen's Fairpointe Portfolio 13F stock portfolio as of Q2 2019. For a look at how the portfolio has progressed, see our previous update:





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