- Michael Price’s 13F portfolio value decreased from $585M to $485M this quarter.
- MFP Investors increased Madison Square Garden Entertainment while decreasing Scholastic and Franklin Resources during the quarter.
- The largest three individual stock positions are Bunge Limited, Popular, and Intel Corporation,, and they add up to ~16% of the portfolio.
Michael Price’s 13F portfolio value decreased from $585M to
$485M this quarter. The portfolio is diversified with recent 13F reports
showing well over 100 individual stock positions. The top five stakes are
Bunge, Popular, Intel Corporation, Bank of California, and Laboratory Corp.
They add up to ~23% of the 13F portfolio.
Below is a spreadsheet that shows the changes to Michael
Price's MFP Investors 13F portfolio holdings as of Q3 2022. For a look at how the
portfolio has progressed, see our previous update:
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