Minneapolis Portfolio Management Group, LLC Q2 2024 Filing

Filed July 29, 2024

Portfolio Value

$738.9M

Holdings

28

Report Date

Q2 2024

Filing Type

13F-HR

All Holdings (28 positions)

#StockSharesValue% PortfolioType
1
HONHoneywell Intl Inc
1,350$288K0.04%
2
CPCanadian Pacific Kansas City
306,216$00.00%
3
BPOPPopular Inc
402,815$00.00%
4
NEMNewmont Corp
690,914$00.00%
5
DEDeere & Co
65,589$00.00%
6
IBMInternational Business Machs
187,222$00.00%
7
CSCOCisco Sys Inc
469,107$00.00%
8
GMGeneral Mtrs Co
775,066$00.00%
9
TEXTerex Corp New
466,745$00.00%
10
CXTCrane NXT Co
507,059$00.00%
11
OECOrion S.A.
1,631,129$00.00%
12
COHRCoherent Corp
365,625$00.00%
13
PFEPfizer Inc.
810,053$00.00%
14
BABoeing Co
140,932$00.00%
15
SPGSimon PPTY Group Inc New
241,557$00.00%
16
ORCLOracle Corp
220,695$00.00%
17
KMBKimberly-Clark Corp
125,280$00.00%
18
BWXTBWX Technologies Inc.
177,813$00.00%
19
QCOMQualcomm Inc
163,621$00.00%
20
CATCaterpillar Inc
98,751$00.00%
21
GLWCorning Inc
941,775$00.00%
22
XOMExxon Mobil Corp
241,035$00.00%
23
PHParker-Hannifin Corp
51,241$00.00%
24
GNRCGenerac Hldgs Inc
174,492$00.00%
25
SONYSony Group Corp
328,984$00.00%
26
HPEHewlett Packard Enterprise C
702,608$00.00%
27
BKRBaker Hughes Company
587,245$00.00%
28
USBUS Bancorp DEL
583,264$00.00%