Minneapolis Portfolio Management Group, LLC Q1 2017 Filing

Filed May 2, 2017

Portfolio Value

$600.4M

Holdings

27

Report Date

Q1 2017

Filing Type

13F-HR

All Holdings (27 positions)

#StockSharesValue% PortfolioType
1
GLWCorning Inc
1,672,110$45.1M7.52%
2
CSCOCisco Sys Inc
1,258,404$42.5M7.08%
3
SONYSony Corp
1,207,514$40.7M6.78%
4
SYMCEURSymantec Corp
1,130,194$34.7M5.78%
5
BBYBest Buy Inc
611,674$30.1M5.01%
6
TRVCCitigroup Inc
493,324$29.5M4.92%
7
BKBank New York Mellon Corp
609,449$28.8M4.79%
8
FDXFedex Corp
143,117$27.9M4.65%
9
TEXTerex Corp New
817,967$25.7M4.28%
10
MMM3m Co
129,195$24.7M4.12%
11
LVSLas Vegas Sands Corp
411,701$23.5M3.91%
12
IRIngersoll-Rand plc
276,366$22.5M3.74%
13
TEVATeva Pharmaceuticals Inds Ltd
650,300$20.9M3.48%
14
Agrium Inc
218,293$20.9M3.47%
15
CVXChevron Corp New
179,944$19.3M3.22%
16
RIORio Tinto Plc
473,864$19.3M3.21%
17
BPOPPopular Inc
468,468$19.1M3.18%
18
CP.TOCanadian Pac Ry Ltd
127,970$18.8M3.13%
19
BWABorgwarner Inc.
441,324$18.4M3.07%
20
VYXNCR Corp New
398,625$18.2M3.03%
21
CATCaterpillar Inc Del
188,873$17.5M2.92%
22
XOMExxon Mobil Corp
188,335$15.4M2.57%
23
XYLXylem Inc
260,239$13.1M2.18%
24
Staples Inc
1,421,435$12.5M2.08%
25
WABWabtec Corp
91,016$7.1M1.18%
26
WSMWilliams Sonoma Inc
66,235$3.6M0.59%
27
AAPLApple Inc
4,200$603K0.10%