Minneapolis Portfolio Management Group, LLC Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$720.0B
Holdings
29
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GLWCorning Inc | 908,505 | $41.6B | 5.78% | |
| 2 | SONYSony Group Corp | 1,601,019 | $40.6B | 5.65% | |
| 3 | CSCOCisco Sys Inc | 571,889 | $35.3B | 4.90% | |
| 4 | BPOPPopular Inc | 380,481 | $35.1B | 4.88% | |
| 5 | NEMNewmont Corp | 672,077 | $32.4B | 4.51% | |
| 6 | DEDeere & Co | 65,542 | $30.8B | 4.27% | |
| 7 | IBMInternational Business Machs | 123,570 | $30.7B | 4.27% | |
| 8 | CATCaterpillar Inc | 93,063 | $30.7B | 4.26% | |
| 9 | ORCLOracle Corp | 212,430 | $29.7B | 4.12% | |
| 10 | PHParker-Hannifin Corp | 48,820 | $29.7B | 4.12% | |
| 11 | SPGSimon PPTY Group Inc New | 177,449 | $29.5B | 4.09% | |
| 12 | BKRBaker Hughes Company | 576,266 | $25.3B | 3.52% | |
| 13 | OECOrion S.A. | 1,946,739 | $25.2B | 3.50% | |
| 14 | GMGeneral Mtrs Co | 526,571 | $24.8B | 3.44% | |
| 15 | QCOMQualcomm Inc | 159,728 | $24.5B | 3.41% | |
| 16 | USBUS Bancorp DEL | 569,868 | $24.1B | 3.34% | |
| 17 | BWXTBWX Technologies Inc. | 241,985 | $23.9B | 3.32% | |
| 18 | COHRCoherent Corp | 353,678 | $23.0B | 3.19% | |
| 19 | MTCHMatch Group Inc NEW | 716,131 | $22.3B | 3.10% | |
| 20 | CPCanadian Pacific Kansas City | 309,454 | $21.7B | 3.02% | |
| 21 | GNRCGenerac Hldgs Inc | 169,956 | $21.5B | 2.99% | |
| 22 | XOMExxon Mobil Corp | 169,487 | $20.2B | 2.80% | |
| 23 | NTRNutrien Ltd | 368,065 | $18.3B | 2.54% | |
| 24 | KMBKimberly-Clark Corp | 124,352 | $17.7B | 2.46% | |
| 25 | TEXTerex Corp New | 454,673 | $17.2B | 2.39% | |
| 26 | BABoeing Co | 98,297 | $16.8B | 2.33% | |
| 27 | TELTE Connectivity PLC | 114,246 | $16.1B | 2.24% | |
| 28 | HPEHewlett Packard Enterprise C | 718,338 | $11.1B | 1.54% | |
| 29 | HONHoneywell Intl Inc | 1,350 | $285.9M | 0.04% |