Fairpointe Capital as of Dec. 31, 2013
Portfolio Holdings for Fairpointe Capital
Fairpointe Capital holds 76 positions in its portfolio as reported in the December 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Juniper Networks (JNPR) | 3.7 | $255M | 11M | 22.57 | |
Akamai Technologies (AKAM) | 3.2 | $224M | 4.7M | 47.18 | |
New York Times Company (NYT) | 3.2 | $221M | 14M | 15.87 | |
FMC Technologies | 3.0 | $208M | 4.0M | 52.21 | |
DeVry | 3.0 | $206M | 5.8M | 35.50 | |
Xylem (XYL) | 3.0 | $204M | 5.9M | 34.60 | |
Hospira | 2.9 | $201M | 4.9M | 41.28 | |
Edwards Lifesciences (EW) | 2.9 | $201M | 3.1M | 65.76 | |
Citrix Systems | 2.8 | $195M | 3.1M | 63.25 | |
Staples | 2.8 | $193M | 12M | 15.89 | |
Nuance Communications | 2.7 | $182M | 12M | 15.20 | |
Varian Medical Systems | 2.6 | $181M | 2.3M | 77.69 | |
Itron (ITRI) | 2.6 | $180M | 4.3M | 41.43 | |
AGCO Corporation (AGCO) | 2.6 | $176M | 3.0M | 59.19 | |
Alcoa | 2.5 | $170M | 16M | 10.63 | |
Jabil Circuit (JBL) | 2.5 | $169M | 9.7M | 17.44 | |
Interpublic Group of Companies (IPG) | 2.4 | $164M | 9.3M | 17.70 | |
NVIDIA Corporation (NVDA) | 2.4 | $164M | 10M | 16.02 | |
Raymond James Financial (RJF) | 2.4 | $162M | 3.1M | 52.19 | |
Polypore International | 2.3 | $157M | 4.0M | 38.90 | |
Cree | 2.3 | $156M | 2.5M | 62.52 | |
Unisys Corporation (UIS) | 2.2 | $153M | 4.6M | 33.57 | |
McDermott International | 2.1 | $141M | 15M | 9.16 | |
Northern Trust Corporation (NTRS) | 2.0 | $136M | 2.2M | 61.89 | |
Werner Enterprises (WERN) | 2.0 | $136M | 5.5M | 24.73 | |
Gannett | 2.0 | $135M | 4.6M | 29.58 | |
Molson Coors Brewing Company (TAP) | 1.9 | $134M | 2.4M | 56.15 | |
Forest Laboratories | 1.8 | $125M | 2.1M | 60.03 | |
Boston Scientific Corporation (BSX) | 1.7 | $120M | 9.9M | 12.02 | |
Bunge | 1.7 | $119M | 1.4M | 82.11 | |
Con-way | 1.7 | $117M | 2.9M | 39.71 | |
Manpower (MAN) | 1.7 | $116M | 1.4M | 85.86 | |
First Solar (FSLR) | 1.7 | $116M | 2.1M | 54.64 | |
Lexmark International | 1.6 | $111M | 3.1M | 35.52 | |
Charles River Laboratories (CRL) | 1.6 | $107M | 2.0M | 53.04 | |
Southwest Airlines (LUV) | 1.5 | $104M | 5.5M | 18.84 | |
Scholastic Corporation (SCHL) | 1.4 | $99M | 2.9M | 34.01 | |
Zebra Technologies (ZBRA) | 1.4 | $99M | 1.8M | 54.08 | |
Lear Corporation (LEA) | 1.3 | $90M | 1.1M | 80.97 | |
Sigma-Aldrich Corporation | 1.3 | $87M | 927k | 94.01 | |
Harris Corporation | 1.2 | $82M | 1.2M | 69.81 | |
Cincinnati Financial Corporation (CINF) | 1.1 | $75M | 1.4M | 52.37 | |
Eaton Vance | 1.1 | $75M | 1.7M | 42.79 | |
BorgWarner (BWA) | 0.9 | $60M | 1.1M | 55.91 | |
FactSet Research Systems (FDS) | 0.8 | $59M | 540k | 108.58 | |
FMC Corporation (FMC) | 0.8 | $57M | 758k | 75.46 | |
McGraw-Hill Companies | 0.8 | $56M | 718k | 78.20 | |
iShares Russell Midcap Index Fund (IWR) | 0.6 | $40M | 266k | 149.98 | |
H&R Block (HRB) | 0.5 | $37M | 1.3M | 29.04 | |
Cooper Tire & Rubber Company | 0.5 | $33M | 1.4M | 24.04 | |
Dolby Laboratories (DLB) | 0.5 | $31M | 799k | 38.56 | |
Stifel Financial (SF) | 0.4 | $30M | 620k | 47.92 | |
Cgg Sponsored Adr foreign equities | 0.1 | $4.5M | 257k | 17.35 | |
Finisar Corporation | 0.0 | $2.2M | 90k | 24.00 | |
Legg Mason | 0.0 | $1.3M | 31k | 43.49 | |
Carnival Corporation (CCL) | 0.0 | $1.1M | 27k | 40.15 | |
Sensient Technologies Corporation (SXT) | 0.0 | $1.5M | 31k | 48.56 | |
Hewlett-Packard Company | 0.0 | $1.2M | 43k | 27.99 | |
Apache Corporation | 0.0 | $827k | 9.6k | 85.97 | |
Avon Products | 0.0 | $842k | 49k | 17.22 | |
Hologic (HOLX) | 0.0 | $387k | 17k | 22.37 | |
Cenovus Energy (CVE) | 0.0 | $785k | 27k | 28.65 | |
Liberty Media | 0.0 | $813k | 28k | 29.35 | |
Pepsi (PEP) | 0.0 | $958k | 12k | 82.94 | |
VCA Antech | 0.0 | $988k | 32k | 31.37 | |
Unilever (UL) | 0.0 | $882k | 21k | 41.21 | |
Towers Watson & Co | 0.0 | $798k | 6.3k | 127.58 | |
Aston/optimum Mid Cap Fund | 0.0 | $391k | 8.9k | 43.97 | |
Twenty-first Century Fox | 0.0 | $623k | 18k | 35.20 | |
JPMorgan Chase & Co. (JPM) | 0.0 | $281k | 4.8k | 58.55 | |
Novartis (NVS) | 0.0 | $257k | 3.2k | 80.31 | |
International Business Machines (IBM) | 0.0 | $308k | 1.6k | 187.69 | |
Discovery Communications | 0.0 | $219k | 2.6k | 83.91 | |
Telus Ord (TU) | 0.0 | $248k | 7.2k | 34.44 | |
Harris Assoc Oakmark Fund (OAKMX) | 0.0 | $316k | 5.0k | 63.65 | |
Oakmark Global Fund (OAKGX) | 0.0 | $267k | 8.9k | 30.09 |