Minneapolis Portfolio Management Group, LLC Q4 2022 Filing

Filed February 9, 2023

Portfolio Value

$702.5B

Holdings

30

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (30 positions)

#StockSharesValue% PortfolioType
1
HONHoneywell Intl Inc
2,350$503.6M0.07%
2
VOOVanguard Index FDS
981$344.7M0.05%
3
UNHUnitedhealth Group Inc
69,773$36K0.00%
4
GLWCorning Inc
1,128,093$36K0.00%
5
SPGSimon PPTY Group Inc New
302,623$35K0.00%
6
ORCLOracle Corp
439,760$35K0.00%
7
CATCaterpillar Inc
148,356$35K0.00%
8
OECOrion Engineered Carbons S A
1,972,025$35K0.00%
9
BABoeing Co
165,185$31K0.00%
10
FDXFedex Corp
184,208$31K0.00%
11
IBMInternational Business Machs
225,966$31K0.00%
12
GMGeneral Mtrs Co
919,219$30K0.00%
13
QCOMQualcomm Inc
266,601$29K0.00%
14
SONYSony Group Corporation
381,639$29K0.00%
15
CP.TOCanadian Pac Ry Ltd
355,472$26K0.00%
16
PHParker-Hannifin Corp
90,170$26K0.00%
17
BPOPPopular Inc
379,412$25K0.00%
18
TEXTerex Corp New
574,368$24K0.00%
19
CXTCrane Hldgs Co
230,900$23K0.00%
20
CSCOCisco Sys Inc
458,144$21K0.00%
21
DEDeere & Co
51,033$21K0.00%
22
XOMExxon Mobil Corp
194,242$21K0.00%
23
BKRBaker Hughes Company
657,300$19K0.00%
24
SYYSysco Corp
231,453$17K0.00%
25
LVSLas Vegas Sands Corp
367,248$17K0.00%
26
BWABorgwarner Inc
403,174$16K0.00%
27
COHRCoherent Corp
393,536$13K0.00%
28
DISDisney Walt Co
157,811$13K0.00%
29
QVCAUSDQurate Retail Inc
4,839,335$7K0.00%
30
PETQEURPetiq Inc
512,823$4K0.00%