Minneapolis Portfolio Management Group, LLC Q4 2023 Filing

Filed February 5, 2024

Portfolio Value

$762.4M

Holdings

29

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (29 positions)

#StockSharesValue% PortfolioType
1
OXYOccidental Pete Corp
16,505$985K0.13%
2
CRCrane Company
3,035$358K0.05%
3
HONHoneywell Intl Inc
1,350$283K0.04%
4
BPOPPopular Inc
438,425$00.00%
5
NEMNewmont Corp
527,830$00.00%
6
DEDeere & Co
65,835$00.00%
7
IBMInternational Business Machs
201,498$00.00%
8
CSCOCisco Sys Inc
492,428$00.00%
9
UNHUnitedhealth Group Inc
40,690$00.00%
10
GMGeneral Mtrs Co
791,557$00.00%
11
TEXTerex Corp New
503,401$00.00%
12
CXTCrane NXT Co
537,208$00.00%
13
OECOrion S.A.
1,755,244$00.00%
14
COHRCoherent Corp
522,260$00.00%
15
BABoeing Co
144,238$00.00%
16
SPGSimon PPTY Group Inc New
260,378$00.00%
17
ORCLOracle Corp
377,554$00.00%
18
QCOMQualcomm Inc
246,983$00.00%
19
CATCaterpillar Inc
108,066$00.00%
20
GLWCorning Inc
967,369$00.00%
21
XOMExxon Mobil Corp
241,802$00.00%
22
PHParker-Hannifin Corp
78,109$00.00%
23
FDXFedex Corp
89,201$00.00%
24
GNRCGenerac Hldgs Inc
178,921$00.00%
25
SONYSony Group Corp
343,899$00.00%
26
LVSLas Vegas Sands Corp
313,016$00.00%
27
USBUS Bancorp DEL
617,443$00.00%
28
BKRBaker Hughes Company
600,280$00.00%
29
CPCanadian Pacific Kansas City
320,036$00.00%