Fairpointe Capital as of June 30, 2020
Portfolio Holdings for Fairpointe Capital
Fairpointe Capital holds 74 positions in its portfolio as reported in the June 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Juniper Networks (JNPR) | 3.7 | $26M | 1.1M | 22.86 | |
Mattel (MAT) | 3.6 | $25M | 2.6M | 9.67 | |
Tegna (TGNA) | 3.2 | $22M | 2.0M | 11.14 | |
Corning Incorporated (GLW) | 3.2 | $22M | 844k | 25.90 | |
Cooper Tire & Rubber Company | 3.1 | $22M | 781k | 27.61 | |
Molson Coors Brewing Company (TAP) | 3.1 | $22M | 625k | 34.36 | |
Agilent Technologies Inc C ommon (A) | 3.1 | $21M | 240k | 88.37 | |
Northern Trust Corporation (NTRS) | 2.8 | $19M | 243k | 79.34 | |
National Instruments | 2.7 | $19M | 488k | 38.71 | |
Magna Intl Inc cl a (MGA) | 2.7 | $19M | 420k | 44.53 | |
Adtalem Global Ed (ATGE) | 2.7 | $19M | 593k | 31.15 | |
Cree | 2.7 | $18M | 311k | 59.19 | |
Hexcel Corporation (HXL) | 2.6 | $18M | 402k | 45.22 | |
Wabtec Corporation (WAB) | 2.6 | $18M | 314k | 57.57 | |
Teradata Corporation (TDC) | 2.6 | $18M | 850k | 20.80 | |
Meredith Corporation | 2.6 | $18M | 1.2M | 14.55 | |
Donaldson Company (DCI) | 2.5 | $17M | 363k | 46.52 | |
Bunge | 2.4 | $17M | 402k | 41.13 | |
Scholastic Corporation (SCHL) | 2.4 | $17M | 552k | 29.94 | |
Pentair cs (PNR) | 2.4 | $16M | 428k | 37.99 | |
LKQ Corporation (LKQ) | 2.3 | $16M | 592k | 26.20 | |
Akamai Technologies (AKAM) | 2.2 | $15M | 140k | 107.09 | |
Lear Corporation (LEA) | 2.1 | $15M | 133k | 109.02 | |
Raymond James Financial (RJF) | 2.1 | $14M | 209k | 68.83 | |
Hormel Foods Corporation (HRL) | 2.0 | $14M | 291k | 48.27 | |
Lions Gate Entmnt Corp cl a vtg (LGF.A) | 2.0 | $14M | 1.9M | 7.41 | |
Charles Schwab Corporation (SCHW) | 2.0 | $14M | 412k | 33.74 | |
Varian Medical Systems | 2.0 | $14M | 113k | 122.52 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 2.0 | $14M | 127k | 107.43 | |
Cincinnati Financial Corporation (CINF) | 2.0 | $14M | 211k | 64.03 | |
Domtar Corp | 2.0 | $13M | 636k | 21.11 | |
New York Times Company (NYT) | 1.9 | $13M | 308k | 42.03 | |
Quest Diagnostics Incorporated (DGX) | 1.8 | $13M | 110k | 113.96 | |
Cars (CARS) | 1.8 | $12M | 2.1M | 5.76 | |
Copa Holdings Sa-class A (CPA) | 1.7 | $12M | 232k | 50.56 | |
Whirlpool Corporation (WHR) | 1.5 | $10M | 80k | 129.53 | |
Varex Imaging (VREX) | 1.5 | $10M | 667k | 15.15 | |
Waters Corporation (WAT) | 1.4 | $9.5M | 53k | 180.40 | |
Werner Enterprises (WERN) | 1.3 | $9.0M | 207k | 43.53 | |
Nokia Corporation (NOK) | 1.3 | $8.7M | 2.0M | 4.40 | |
Patterson Companies (PDCO) | 0.9 | $6.1M | 276k | 22.00 | |
Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.7 | $5.1M | 748k | 6.83 | |
Icad (ICAD) | 0.5 | $3.2M | 323k | 9.99 | |
Smith & Nephew (SNN) | 0.4 | $2.8M | 72k | 38.12 | |
Unisys Corporation (UIS) | 0.4 | $2.5M | 226k | 10.91 | |
Seaworld Entertainment (PRKS) | 0.3 | $2.3M | 155k | 14.81 | |
Owens Corning (OC) | 0.3 | $2.2M | 40k | 55.77 | |
UniFirst Corporation (UNF) | 0.3 | $2.2M | 12k | 178.99 | |
NeoGenomics (NEO) | 0.3 | $1.9M | 60k | 30.98 | |
Jabil Circuit (JBL) | 0.3 | $1.7M | 54k | 32.07 | |
Clarus Corp (CLAR) | 0.2 | $1.3M | 111k | 11.58 | |
Powerfleet (AIOT) | 0.2 | $1.2M | 265k | 4.62 | |
Gilead Sciences (GILD) | 0.1 | $966k | 13k | 76.97 | |
Lindblad Expeditions Hldgs I (LIND) | 0.1 | $959k | 124k | 7.72 | |
S&W Seed Company (SANW) | 0.1 | $954k | 418k | 2.28 | |
Ovid Therapeutics (OVID) | 0.1 | $934k | 127k | 7.37 | |
Akerna Corp | 0.1 | $732k | 83k | 8.80 | |
Marrone Bio Innovations | 0.1 | $718k | 614k | 1.17 | |
Eyenovia Inc equity (EYEN) | 0.1 | $638k | 225k | 2.84 | |
Renewable Energy | 0.1 | $619k | 25k | 24.76 | |
Six Flags Entertainment (SIX) | 0.1 | $576k | 30k | 19.20 | |
Pack (PACK) | 0.1 | $499k | 67k | 7.44 | |
Impinj (PI) | 0.1 | $467k | 17k | 27.47 | |
Bristol Myers Squibb (BMY) | 0.1 | $420k | 7.1k | 58.86 | |
Qualcomm (QCOM) | 0.1 | $377k | 4.1k | 91.17 | |
Commercial Metals Company (CMC) | 0.1 | $353k | 17k | 20.39 | |
Walt Disney Company (DIS) | 0.0 | $331k | 3.0k | 111.64 | |
Full House Resorts (FLL) | 0.0 | $297k | 223k | 1.33 | |
Casella Waste Systems (CWST) | 0.0 | $274k | 5.3k | 52.11 | |
ResMed (RMD) | 0.0 | $264k | 1.4k | 191.72 | |
JPMorgan Chase 6.1 P PFD | 0.0 | $253k | 10k | 25.30 | |
Entercom Communications | 0.0 | $222k | 161k | 1.38 | |
Microsoft Corporation (MSFT) | 0.0 | $208k | 1.0k | 203.12 | |
Exicure | 0.0 | $93k | 38k | 2.45 |