- Michael Price’s 13F portfolio value increased from $547M to $551M this quarter.
- MFP Investors increased Bunge & Alphabet while decreasing FLIR Systems.
- The largest three individual stock positions are Intel Corporation S&W Seed Company, and Dolby Laboratories and they add up to ~34% of the portfolio.
Michael Price’s 13F portfolio value increased from $547M to
$551M 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, Dolby Laboratories, Bunge, and Anterix. They
add up to ~41% of the 13F portfolio.
Below is a spreadsheet that shows the changes to Michael
Price's MFP Investors 13F portfolio holdings as of Q3 2020. For a look at how the
portfolio has progressed, see our previous update:
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