Newport Trust Company, LLC Q2 2020 Filing

Filed August 11, 2020

Portfolio Value

$27.4T

Holdings

47

Report Date

Q2 2020

Filing Type

13F-HR

All Holdings (47 positions)

#StockSharesValue% PortfolioType
1
BABOEING CO
34,302,591$6.3T22.95%
2
TAT&T INC
200,968,541$6.1T22.17%
3
GDGENERAL DYNAMICS CORP
19,591,159$2.9T10.69%
4
PSNPARSONS CORPORATION
76,884,832$2.8T10.17%
5
HONHONEYWELL INTL INC
16,745,307$2.4T8.84%
6
FFORD MTR CO DEL
189,895,163$1.2T4.21%
7
SRESEMPRA ENERGY
8,598,842$1.0T3.68%
8
HUMHUMANA INC
1,517,520$588.4B2.15%
9
ETRENTERGY CORP NEW
4,193,250$393.4B1.44%
10
DALDELTA AIR LINES INC DEL
12,607,871$353.7B1.29%
11
BSXBOSTON SCIENTIFIC CORP
8,972,286$315.0B1.15%
12
JCIJOHNSON CTLS INTL PLC
7,368,147$251.5B0.92%
13
COFCAPITAL ONE FINL CORP
3,742,636$234.3B0.85%
14
DDSDILLARDS INC
7,358,692$189.8B0.69%
15
NINISOURCE INC
8,260,566$187.8B0.69%
16
WHRWHIRLPOOL CORP
1,434,490$185.8B0.68%
17
UALUNITED AIRLS HLDGS INC
4,511,966$156.2B0.57%
18
BMTABRITISH AMERN TOB PLC
3,911,171$151.8B0.55%
19
YUMYUM BRANDS INC
1,667,347$144.9B0.53%
20
KHCKRAFT HEINZ CO
4,379,414$139.7B0.51%
21
HIGHARTFORD FINL SVCS GROUP INC
3,609,403$139.1B0.51%
22
STTSTATE STR CORP
2,100,460$133.5B0.49%
23
ABBVABBVIE INC
1,215,146$119.3B0.44%
24
BBYBEST BUY INC
1,350,457$117.9B0.43%
25
WYWEYERHAEUSER CO MTN BE
4,521,488$101.6B0.37%
26
MCOMOODYS CORP
360,370$99.0B0.36%
27
HBANHUNTINGTON BANCSHARES INC
10,406,439$94.0B0.34%
28
BMOBANK MONTREAL QUE
1,538,437$81.6B0.30%
29
OZKBANK OZK
3,134,091$73.6B0.27%
30
ASHASHLAND GLOBAL HLDGS INC
856,548$59.2B0.22%
31
4I1PHILIP MORRIS INTL INC
773,480$54.2B0.20%
32
VVVVALVOLINE INC
2,748,416$53.1B0.19%
33
WATWATERS CORP
275,171$49.6B0.18%
34
GTGOODYEAR TIRE & RUBR CO
5,311,257$47.5B0.17%
35
RAMPLIVERAMP HLDGS INC
1,063,753$45.2B0.16%
36
WDCWESTERN DIGITAL CORP.
996,896$44.0B0.16%
37
TFXTELEFLEX INCORPORATED
71,900$26.2B0.10%
38
LINLINDE PLC
105,713$22.4B0.08%
39
SFNCSIMMONS 1ST NATL CORP
1,149,111$19.7B0.07%
40
TRMKTRUSTMARK CORP
794,879$19.5B0.07%
41
TG7TRIUMPH GROUP INC NEW
1,703,303$15.3B0.06%
42
MOALTRIA GROUP INC
251,570$9.9B0.04%
43
GNWGENWORTH FINL INC
2,806,680$6.5B0.02%
44
LLYLILLY ELI & CO
38,050$6.2B0.02%
45
MDLZMONDELEZ INTL INC
95,947$4.9B0.02%
46
DRIDARDEN RESTAURANTS INC
2,595,176$3.7B0.01%
47
APY1EURCHAMPIONX CORPORATION
37,542$366.0M0.00%