Minneapolis Portfolio Management Group, LLC Q1 2024 Filing

Filed May 6, 2024

Portfolio Value

$731.7M

Holdings

27

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (27 positions)

#StockSharesValue% PortfolioType
1
HONHoneywell Intl Inc
1,350$277K0.04%
2
WBAWalgreens Boots Alliance Inc
632,099$00.00%
3
CPCanadian Pacific Kansas City
305,954$00.00%
4
BPOPPopular Inc
407,981$00.00%
5
NEMNewmont Corp
697,599$00.00%
6
DEDeere & Co
64,852$00.00%
7
IBMInternational Business Machs
188,693$00.00%
8
CSCOCisco Sys Inc
467,268$00.00%
9
UNHUnitedhealth Group Inc
38,528$00.00%
10
GMGeneral Mtrs Co
782,164$00.00%
11
TEXTerex Corp New
471,649$00.00%
12
CXTCrane NXT Co
509,531$00.00%
13
OECOrion S.A.
1,649,899$00.00%
14
COHRCoherent Corp
362,393$00.00%
15
BABoeing Co
139,434$00.00%
16
SPGSimon PPTY Group Inc New
244,252$00.00%
17
ORCLOracle Corp
222,520$00.00%
18
QCOMQualcomm Inc
165,236$00.00%
19
CATCaterpillar Inc
100,085$00.00%
20
GLWCorning Inc
938,596$00.00%
21
XOMExxon Mobil Corp
242,027$00.00%
22
PHParker-Hannifin Corp
51,677$00.00%
23
FDXFedex Corp
86,569$00.00%
24
GNRCGenerac Hldgs Inc
174,685$00.00%
25
SONYSony Group Corp
328,063$00.00%
26
BKRBaker Hughes Company
584,913$00.00%
27
USBUS Bancorp DEL
585,648$00.00%