MFP Investors LLC Buys Tiffany, BCB Bancorp Inc, The Medicines Co, Sells Celgene Corp, FMC Corp, Meredith Corp

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Feb 14, 2020
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New York, NY, based Investment company MFP Investors LLC (Current Portfolio) buys Tiffany, BCB Bancorp Inc, The Medicines Co, Amazon.com Inc, Red Lion Hotels Corp, sells Celgene Corp, FMC Corp, Meredith Corp, Alliance Data Systems Corp, DuPont de Nemours Inc during the 3-months ended 2019Q4, according to the most recent filings of the investment company, MFP Investors LLC. As of 2019Q4, MFP Investors LLC owns 112 stocks with a total value of $715 million. These are the details of the buys and sells.

For the details of Michael Price's stock buys and sells, go to https://www.gurufocus.com/guru/michael+price/current-portfolio/portfolio

These are the top 5 holdings of Michael Price
  1. Intel Corp (INTC) - 2,019,500 shares, 16.90% of the total portfolio. Shares reduced by 0.98%
  2. Dolby Laboratories Inc (DLB) - 597,549 shares, 5.75% of the total portfolio. Shares reduced by 14.33%
  3. S&W Seed Company (SANW) - 15,945,017 shares, 4.68% of the total portfolio.
  4. CIT Group Inc (CIT) - 620,000 shares, 3.96% of the total portfolio.
  5. Banc of California Inc (BANC) - 1,337,500 shares, 3.21% of the total portfolio.
New Purchase: Tiffany & Co (TIF)

MFP Investors LLC initiated holding in Tiffany & Co. The purchase prices were between $86.63 and $133.8, with an estimated average price of $119.09. The stock is now traded at around $134.28. The impact to a portfolio due to this purchase was 2.94%. The holding were 157,500 shares as of .

New Purchase: BCB Bancorp Inc (BCBP)

MFP Investors LLC initiated holding in BCB Bancorp Inc. The purchase prices were between $12.57 and $14.4, with an estimated average price of $13.3. The stock is now traded at around $13.13. The impact to a portfolio due to this purchase was 1.97%. The holding were 1,020,408 shares as of .

New Purchase: The Medicines Co (MDCO)

MFP Investors LLC initiated holding in The Medicines Co. The purchase prices were between $49.68 and $84.94, with an estimated average price of $67.5. The stock is now traded at around $84.90. The impact to a portfolio due to this purchase was 1.19%. The holding were 100,000 shares as of .

New Purchase: Kraton Corp (KRA)

MFP Investors LLC initiated holding in Kraton Corp. The purchase prices were between $20.42 and $32.04, with an estimated average price of $24.06. The stock is now traded at around $16.87. The impact to a portfolio due to this purchase was 0.32%. The holding were 89,415 shares as of .

New Purchase: Sirius International Insurance Group Ltd (SG)

MFP Investors LLC initiated holding in Sirius International Insurance Group Ltd. The purchase prices were between $6.75 and $8.8, with an estimated average price of $7.91. The stock is now traded at around $8.73. The impact to a portfolio due to this purchase was 0.17%. The holding were 140,397 shares as of .

New Purchase: Provident Bancorp Inc (PVBC)

MFP Investors LLC initiated holding in Provident Bancorp Inc. The purchase prices were between $10.82 and $23.93, with an estimated average price of $13.82. The stock is now traded at around $12.13. The impact to a portfolio due to this purchase was 0.09%. The holding were 50,000 shares as of .

Added: Amazon.com Inc (AMZN)

MFP Investors LLC added to a holding in Amazon.com Inc by 150.00%. The purchase prices were between $1705.51 and $1869.8, with an estimated average price of $1771.74. The stock is now traded at around $2142.50. The impact to a portfolio due to this purchase was 0.39%. The holding were 2,500 shares as of .

Added: Red Lion Hotels Corp (RLH)

MFP Investors LLC added to a holding in Red Lion Hotels Corp by 104.88%. The purchase prices were between $2.64 and $6.72, with an estimated average price of $4.61. The stock is now traded at around $2.85. The impact to a portfolio due to this purchase was 0.33%. The holding were 1,250,000 shares as of .

Added: SIGA Technologies Inc (SIGA)

MFP Investors LLC added to a holding in SIGA Technologies Inc by 287.68%. The purchase prices were between $4.34 and $5.86, with an estimated average price of $5.09. The stock is now traded at around $4.80. The impact to a portfolio due to this purchase was 0.24%. The holding were 500,000 shares as of .

Added: Spectrum Brands Holdings Inc (SPB)

MFP Investors LLC added to a holding in Spectrum Brands Holdings Inc by 155.33%. The purchase prices were between $46.69 and $64.29, with an estimated average price of $56.84. The stock is now traded at around $60.45. The impact to a portfolio due to this purchase was 0.17%. The holding were 31,000 shares as of .

Added: Facebook Inc (FB)

MFP Investors LLC added to a holding in Facebook Inc by 92.68%. The purchase prices were between $174.6 and $208.1, with an estimated average price of $194.27. The stock is now traded at around $213.90. The impact to a portfolio due to this purchase was 0.14%. The holding were 10,395 shares as of .

Sold Out: Celgene Corp (CELG)

MFP Investors LLC sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Meredith Corp (MDP)

MFP Investors LLC sold out a holding in Meredith Corp. The sale prices were between $31.94 and $39.33, with an estimated average price of $35.55.

Sold Out: Alliance Data Systems Corp (ADS)

MFP Investors LLC sold out a holding in Alliance Data Systems Corp. The sale prices were between $100 and $124.77, with an estimated average price of $110.38.

Sold Out: Altria Group Inc (MO)

MFP Investors LLC sold out a holding in Altria Group Inc. The sale prices were between $40.21 and $51.55, with an estimated average price of $47.35.

Sold Out: Kaiser Aluminum Corp (KALU)

MFP Investors LLC sold out a holding in Kaiser Aluminum Corp. The sale prices were between $96.56 and $116.25, with an estimated average price of $107.18.

Sold Out: Fox Corp (FOX)

MFP Investors LLC sold out a holding in Fox Corp. The sale prices were between $30.04 and $36.8, with an estimated average price of $33.69.



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