Minneapolis Portfolio Management Group, LLC Q1 2023 Filing

Filed May 9, 2023

Portfolio Value

$766.6M

Holdings

29

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (29 positions)

#StockSharesValue% PortfolioType
1
HONHoneywell Intl Inc
1,350$258K0.03%
2
BKRBaker Hughes Company
660,303$00.00%
3
DISDisney Walt Co
161,194$00.00%
4
SYYSysco Corp
229,873$00.00%
5
BPOPPopular Inc
489,145$00.00%
6
DEDeere & Co
72,154$00.00%
7
IBMInternational Business Machs
224,682$00.00%
8
CSCOCisco Sys Inc
454,975$00.00%
9
UNHUnitedhealth Group Inc
47,286$00.00%
10
GMGeneral Mtrs Co
918,122$00.00%
11
MDTMedtronic plc
329,843$00.00%
12
TEXTerex Corp New
564,252$00.00%
13
COHRCoherent Corp
405,411$00.00%
14
OECOrion Engineered Carbons S A
1,952,966$00.00%
15
BABoeing Co
163,304$00.00%
16
SPGSimon PPTY Group Inc New
296,160$00.00%
17
ORCLOracle Corp
432,105$00.00%
18
PETQEURPetiq Inc
506,544$00.00%
19
QVCAUSDQurate Retail Inc
4,979,062$00.00%
20
QCOMQualcomm Inc
265,155$00.00%
21
CATCaterpillar Inc
145,932$00.00%
22
GLWCorning Inc
1,107,488$00.00%
23
XOMExxon Mobil Corp
194,307$00.00%
24
PHParker-Hannifin Corp
89,134$00.00%
25
CXTCrane Hldgs Co
226,492$00.00%
26
FDXFedex Corp
183,564$00.00%
27
SONYSony Group Corporation
378,308$00.00%
28
LVSLas Vegas Sands Corp
358,717$00.00%
29
CP.TOCanadian Pac Ry Ltd
353,355$00.00%