Minneapolis Portfolio Management Group, LLC Q3 2023 Filing

Filed November 1, 2023

Portfolio Value

$676.2M

Holdings

29

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (29 positions)

#StockSharesValue% PortfolioType
1
OXYOccidental Pete Corp
4,700$304K0.04%
2
CRCrane Company
3,035$269K0.04%
3
HONHoneywell Intl Inc
1,350$249K0.04%
4
BPOPPopular Inc
453,521$00.00%
5
DEDeere & Co
67,701$00.00%
6
IBMInternational Business Machs
208,043$00.00%
7
CSCOCisco Sys Inc
509,556$00.00%
8
UNHUnitedhealth Group Inc
42,422$00.00%
9
GMGeneral Mtrs Co
828,637$00.00%
10
MDTMedtronic plc
302,690$00.00%
11
TEXTerex Corp New
520,766$00.00%
12
CXTCrane NXT Co
558,315$00.00%
13
OECOrion S.A.
1,812,952$00.00%
14
COHRCoherent Corp
560,930$00.00%
15
BABoeing Co
149,352$00.00%
16
SPGSimon PPTY Group Inc New
272,511$00.00%
17
ORCLOracle Corp
392,470$00.00%
18
QVCAUSDQurate Retail Inc
4,880,077$00.00%
19
QCOMQualcomm Inc
254,768$00.00%
20
CATCaterpillar Inc
111,586$00.00%
21
GLWCorning Inc
1,015,925$00.00%
22
XOMExxon Mobil Corp
183,747$00.00%
23
PHParker-Hannifin Corp
81,095$00.00%
24
FDXFedex Corp
91,892$00.00%
25
GNRCGenerac Hldgs Inc
130,196$00.00%
26
LVSLas Vegas Sands Corp
324,490$00.00%
27
SONYSony Group Corp
354,778$00.00%
28
BKRBaker Hughes Company
617,031$00.00%
29
CPCanadian Pacific Kansas City
327,495$00.00%