- Thyra Zerhusen’s 13F portfolio value increased from $668M to $686M this quarter.
- Fairpointe Capital increased Charles Schwab and Cincinnati Financial during the quarter.
- The largest three positions are Juniper Networks, Mattel, and Tegna.
Thyra Zerhusen’s 13F portfolio value increased from $668M to
$686M this quarter. Recent 13F reports have shown a total of around 70
individual stock positions in the portfolio. The largest five stakes are
Juniper Networks, Mattel, Tegna, Corning, and Cooper Tire & Rubber. They
together add up to ~17% of the portfolio.
Below is a spreadsheet that highlights the changes to Thyra
Zerhusen's Fairpointe Portfolio 13F stock portfolio as of Q2 2020. For a look
at how the portfolio has progressed, see our previous update:
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