Fairpointe Capital as of Sept. 30, 2020
Portfolio Holdings for Fairpointe Capital
Fairpointe Capital holds 77 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Mattel (MAT) | 4.1 | $26M | 2.2M | 11.70 | |
Tegna (TGNA) | 3.7 | $23M | 1.9M | 11.75 | |
Corning Incorporated (GLW) | 3.6 | $22M | 687k | 32.41 | |
Molson Coors Brewing Company (TAP) | 3.4 | $21M | 637k | 33.56 | |
Juniper Networks (JNPR) | 3.4 | $21M | 994k | 21.50 | |
Agilent Technologies Inc C ommon (A) | 3.2 | $20M | 199k | 100.94 | |
Northern Trust Corporation (NTRS) | 2.9 | $18M | 235k | 77.97 | |
National Instruments | 2.8 | $18M | 495k | 35.70 | |
Varian Medical Systems | 2.8 | $17M | 100k | 172.00 | |
Donaldson Company (DCI) | 2.7 | $17M | 359k | 46.42 | |
Akamai Technologies (AKAM) | 2.7 | $17M | 150k | 110.54 | |
Charles Schwab Corporation (SCHW) | 2.7 | $17M | 456k | 36.23 | |
Cooper Tire & Rubber Company | 2.6 | $16M | 518k | 31.70 | |
Pentair cs (PNR) | 2.6 | $16M | 352k | 45.77 | |
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 2.5 | $16M | 132k | 120.34 | |
Magna Intl Inc cl a (MGA) | 2.5 | $16M | 342k | 45.75 | |
Meredith Corporation | 2.4 | $15M | 1.1M | 13.12 | |
Lions Gate Entmnt Corp cl a vtg (LGF.A) | 2.4 | $15M | 1.6M | 9.48 | |
Raymond James Financial (RJF) | 2.4 | $15M | 203k | 72.76 | |
Wabtec Corporation (WAB) | 2.3 | $15M | 234k | 61.88 | |
Teradata Corporation (TDC) | 2.3 | $14M | 629k | 22.70 | |
Lear Corporation (LEA) | 2.2 | $14M | 128k | 109.05 | |
Nokia Corporation (NOK) | 2.2 | $14M | 3.6M | 3.91 | |
Cincinnati Financial Corporation (CINF) | 2.2 | $14M | 177k | 77.97 | |
LKQ Corporation (LKQ) | 2.2 | $14M | 494k | 27.73 | |
Hormel Foods Corporation (HRL) | 2.2 | $14M | 276k | 48.89 | |
Cars (CARS) | 2.1 | $13M | 1.6M | 8.08 | |
New York Times Company (NYT) | 2.0 | $13M | 293k | 42.79 | |
Quest Diagnostics Incorporated (DGX) | 2.0 | $12M | 109k | 114.49 | |
Adtalem Global Ed (ATGE) | 2.0 | $12M | 503k | 24.54 | |
Cree | 1.9 | $12M | 188k | 63.74 | |
Bunge | 1.8 | $12M | 251k | 45.70 | |
Scholastic Corporation (SCHL) | 1.8 | $12M | 546k | 20.99 | |
ResMed (RMD) | 1.8 | $11M | 67k | 171.43 | |
Hexcel Corporation (HXL) | 1.7 | $11M | 320k | 33.55 | |
Copa Holdings Sa-class A (CPA) | 1.6 | $9.7M | 194k | 50.34 | |
Waters Corporation (WAT) | 1.5 | $9.3M | 48k | 195.68 | |
Varex Imaging (VREX) | 1.2 | $7.2M | 564k | 12.72 | |
Whirlpool Corporation (WHR) | 0.9 | $5.7M | 31k | 183.89 | |
Werner Enterprises (WERN) | 0.9 | $5.7M | 135k | 41.99 | |
Lions Gate Entmnt Corp cl b non vtg (LGF.B) | 0.6 | $3.9M | 445k | 8.72 | |
Icad (ICAD) | 0.5 | $3.3M | 373k | 8.81 | |
Seaworld Entertainment (PRKS) | 0.5 | $3.1M | 155k | 19.72 | |
Smith & Nephew (SNN) | 0.4 | $2.7M | 70k | 39.11 | |
Unisys Corporation (UIS) | 0.4 | $2.4M | 225k | 10.67 | |
UniFirst Corporation (UNF) | 0.3 | $1.9M | 10k | 189.40 | |
NeoGenomics (NEO) | 0.3 | $1.7M | 45k | 36.89 | |
Powerfleet (AIOT) | 0.2 | $1.5M | 272k | 5.63 | |
Clarus Corp (CLAR) | 0.2 | $1.3M | 91k | 14.12 | |
S&W Seed Company (SANW) | 0.2 | $1.2M | 488k | 2.48 | |
Renewable Energy | 0.2 | $1.1M | 20k | 53.40 | |
Lindblad Expeditions Hldgs I (LIND) | 0.2 | $1.1M | 124k | 8.51 | |
Marrone Bio Innovations | 0.1 | $749k | 614k | 1.22 | |
Gilead Sciences (GILD) | 0.1 | $743k | 12k | 63.15 | |
Ovid Therapeutics (OVID) | 0.1 | $699k | 122k | 5.74 | |
Eyenovia Inc equity (EYEN) | 0.1 | $654k | 210k | 3.12 | |
Chefs Whse (CHEF) | 0.1 | $640k | 44k | 14.55 | |
Pack (PACK) | 0.1 | $639k | 67k | 9.52 | |
Six Flags Entertainment (SIX) | 0.1 | $609k | 30k | 20.30 | |
Impinj (PI) | 0.1 | $527k | 20k | 26.35 | |
Full House Resorts (FLL) | 0.1 | $433k | 223k | 1.94 | |
Bristol Myers Squibb (BMY) | 0.1 | $430k | 7.1k | 60.26 | |
Walt Disney Company (DIS) | 0.1 | $368k | 3.0k | 124.11 | |
Microsoft Corporation (MSFT) | 0.1 | $365k | 1.7k | 210.25 | |
Commercial Metals Company (CMC) | 0.1 | $346k | 17k | 19.98 | |
Akerna Corp | 0.1 | $339k | 93k | 3.64 | |
Qualcomm (QCOM) | 0.0 | $299k | 2.5k | 117.53 | |
Casella Waste Systems (CWST) | 0.0 | $294k | 5.3k | 55.91 | |
Entercom Communications | 0.0 | $259k | 161k | 1.61 | |
JPMorgan Chase 6.1 P PFD | 0.0 | $254k | 10k | 25.40 | |
Owens Corning (OC) | 0.0 | $238k | 3.5k | 68.77 | |
Motorola Solutions (MSI) | 0.0 | $219k | 1.4k | 156.88 | |
CONMED Corporation (CNMD) | 0.0 | $213k | 2.7k | 78.71 | |
Republic Services (RSG) | 0.0 | $212k | 2.3k | 93.52 | |
Novartis (NVS) | 0.0 | $200k | 2.3k | 86.96 | |
Nordstrom (JWN) | 0.0 | $119k | 10k | 11.90 | |
Exicure | 0.0 | $66k | 38k | 1.74 |