Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

PRICE MICHAEL F 13F Holdings -- Portfolio & Top Positions (2022-03-31)

PRICE MICHAEL F (CIK 918537) reported $846.5M across 128 reported positions in its SEC 13F filing for 2022-03-31. Largest positions: INTC ($103.1M, 12.18%), MTGAX ($43.2M, 5.11%), SANW ($37.2M, 4.39%), ATEX ($32.5M, 3.84%), FCNCA ($26.6M, 3.15%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1INTCIntel Corp.$103.1M12.18%2.1MAdded
2MTGAXBunge Limited$43.2M5.11%390,000Trimmed
3SANWS&W Seed Company$37.2M4.39%17.4MAdded
4ATEXAnterix Inc$32.5M3.84%561,000Hold
5FCNCAFirst Citizens BancShares$26.6M3.15%40,027New
6BPOPPopular, Inc.$25.6M3.03%313,296Hold
7SSBSouthState Corp$24.1M2.84%295,000New
8LHLaboratory Corporation of America$23.3M2.76%88,500Added
9BANCBanc of California, Inc.$22.0M2.60%1.1MHold
10SCHLScholastic Corporation$21.2M2.50%525,103Hold
11TWTRTwitter$20.9M2.47%540,600Added
12BCBPBCB Bancorp, Inc.$18.6M2.20%1.0MHold
13GOOGLAlphabet Inc.$18.1M2.14%6,500Added
14DLBDolby Laboratories Inc.$16.9M1.99%215,755Added
15TPHSTrinity Place Holdings Inc.$16.7M1.98%8.8MHold
16TCBITexas Capital Bancshares, Inc.$16.4M1.94%286,200Hold
17RNRRenaissanceRe Holdings$15.1M1.78%95,000Added
18AMTBAmerant Bancorp Inc.$13.9M1.64%440,724Hold
19BENFranklin Resources Inc.$12.2M1.44%437,530Hold
20HXLHexcel Corp$11.8M1.39%198,000Hold
21AMZNAmazon.Com Inc.$11.4M1.35%3,500Hold
22WSBFWaterstone Financial Inc.$11.1M1.31%574,300Hold
23NWSANews Corp$10.3M1.22%465,000Hold
24WFCWells Fargo & Co.$9.7M1.15%200,000Hold
25ALKSAlkermes PLC$9.5M1.12%360,600Hold

Source: SEC Form 13F filings · as of 2022-03-31