Minneapolis Portfolio Management Group, LLC Q3 2017 Filing

Filed November 2, 2017

Portfolio Value

$683.1M

Holdings

26

Report Date

Q3 2017

Filing Type

13F-HR

All Holdings (26 positions)

#StockSharesValue% PortfolioType
1
GLWCorning Inc
1,680,085$50.3M7.36%
2
SONYSony Corp
1,215,399$45.4M6.64%
3
CSCOCisco Sys Inc
1,138,224$38.3M5.60%
4
BWABorgwarner Inc
740,647$37.9M5.55%
5
SYMCEURSymantec Corp
1,141,352$37.4M5.48%
6
TEXTerex Corp New
795,431$35.8M5.24%
7
TRVCCitigroup Inc
487,594$35.5M5.19%
8
Agrium Inc
311,375$33.4M4.89%
9
FDXFedex Corp
146,611$33.1M4.84%
10
BKBank New York Mellon Corp
616,463$32.7M4.78%
11
RIORio Tinto plc
690,364$32.6M4.77%
12
TSCOTractor Supply Co
489,399$31.0M4.53%
13
LVSLas Vegas Sands Corp
431,558$27.7M4.05%
14
MMM3M Co
129,787$27.2M3.99%
15
IRIngersoll-Rand plc
276,631$24.7M3.61%
16
CATCaterpillar Inc Del
197,637$24.6M3.61%
17
BBYBest Buy Inc
397,568$22.6M3.31%
18
CP.TOCanadian Pac Ry Ltd
131,894$22.2M3.24%
19
CVXChevron Corp New
184,296$21.7M3.17%
20
WSMWilliams Sonoma Inc
379,047$18.9M2.77%
21
BPOPPopular Inc
482,416$17.3M2.54%
22
VYXNCR Corp New
431,293$16.2M2.37%
23
XYLXylem Inc
250,546$15.7M2.30%
24
AAPLApple Inc
4,200$647K0.09%
25
Honeywell Intl Inc
2,350$333K0.05%
26
Steadymed Ltd.
15,000$50K0.01%