- Thyra Zerhusen’s 13F portfolio value decreased from $686M to $624M this quarter.
- Fairpointe Capital increased Nokia while dropping Domtar during the quarter.
- The largest three positions are Mattel, Tegna, and Corning.
Thyra Zerhusen’s 13F portfolio value decreased from $686M to
$624M this quarter. Recent 13F reports have shown a total of around 70
individual stock positions in the portfolio. The largest five stakes are
Mattel, Tegna, Corning, Molson Coors, and Juniper Networks. They together add
up to ~18% of the portfolio.
Below is a spreadsheet that highlights the changes to Thyra
Zerhusen's Fairpointe Portfolio 13F stock portfolio as of Q3 2020. For a look
at how the portfolio has progressed, see our previous update:
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