Newport Trust Company, LLC Q3 2023 Filing

Filed November 8, 2023

Portfolio Value

$32.5B

Holdings

57

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (57 positions)

#StockSharesValue% PortfolioType
1
BABOEING CO
33,374,951$6.4T19683.82%
2
GDGENERAL DYNAMICS CORP
16,290,037$3.6T11075.60%
3
PSNPARSONS CORP DEL
59,791,024$3.2T9998.79%
4
TAT&T INC
199,998,040$3.0T9242.89%
5
HONHONEYWELL INTL INC
16,216,389$3.0T9217.80%
6
FFORD MTR CO DEL
148,509,406$1.8T5675.28%
7
DDSDILLARDS INC
4,954,272$1.6T5042.78%
8
DISDISNEY WALT CO
12,541,954$1.0T3127.74%
9
SRESEMPRA
14,416,527$980.8B3017.68%
10
MMM3M CO
8,289,000$776.0B2387.72%
11
NKENIKE INC
7,109,133$679.8B2091.59%
12
HUMHUMANA INC
1,300,138$632.5B1946.27%
13
ELVELEVANCE HEALTH INC
1,241,638$540.6B1663.47%
14
SPGIS&P GLOBAL INC
1,192,446$435.7B1340.70%
15
DALDELTA AIR LINES INC DEL
10,425,433$385.7B1186.88%
16
BSXBOSTON SCIENTIFIC CORP
6,831,836$360.7B1109.90%
17
GEHCGE HEALTHCARE TECHNOLOGIES I
5,028,820$342.2B1052.79%
18
COFCAPITAL ONE FINL CORP
3,093,389$300.2B923.72%
19
DRIDARDEN RESTAURANTS INC
2,076,282$297.4B914.96%
20
JCIJOHNSON CTLS INTL PLC
5,550,374$295.3B908.71%
21
ETRENTERGY CORP NEW
2,970,542$274.8B845.45%
22
HIGHARTFORD FINL SVCS GROUP INC
2,987,999$211.9B651.93%
23
UALUNITED AIRLS HLDGS INC
3,805,183$161.0B495.25%
24
YUMYUM BRANDS INC
1,273,967$159.2B489.75%
25
NINISOURCE INC
6,445,840$159.1B489.48%
26
WHRWHIRLPOOL CORP
1,065,130$142.4B438.17%
27
HBANHUNTINGTON BANCSHARES INC
11,951,843$124.3B382.45%
28
BMOBANK MONTREAL QUE
1,463,373$123.5B379.89%
29
STTSTATE STR CORP
1,833,227$122.8B377.69%
30
WBDWARNER BROS DISCOVERY INC
10,864,135$118.0B363.02%
31
KHCKRAFT HEINZ CO
3,332,258$112.1B344.91%
32
BMTABRITISH AMERN TOB PLC
3,315,530$104.1B320.43%
33
MCOMOODYS CORP
311,784$98.6B303.31%
34
FDO.FMACYS INC
7,810,216$90.7B279.00%
35
BBYBEST BUY INC
1,212,762$84.3B259.23%
36
WATWATERS CORP
222,347$61.0B187.59%
37
VVVVALVOLINE INC
1,875,951$60.5B186.09%
38
4I1PHILIP MORRIS INTL INC
649,349$60.1B184.97%
39
EMREMERSON ELEC CO
531,470$51.3B157.92%
40
EDCONSOLIDATED EDISON INC
597,848$51.1B157.33%
41
PNWPINNACLE WEST CAP CORP
689,485$50.8B156.31%
42
ASHASHLAND INC
611,628$50.0B153.71%
43
OZKBANK OZK LITTLE ROCK ARK
1,210,102$44.9B138.02%
44
GTGOODYEAR TIRE & RUBR CO
3,490,557$43.4B133.50%
45
BDCBELDEN INC
276,705$26.7B82.20%
46
BBWIBATH & BODY WORKS INC
731,378$24.7B76.06%
47
RAMPLIVERAMP HLDGS INC
729,780$21.0B64.76%
48
BOHBANK HAWAII CORP
405,915$20.2B62.06%
49
TRMKTRUSTMARK CORP
596,412$13.0B39.88%
50
SFNCSIMMONS 1ST NATL CORP
749,368$12.7B39.10%
51
TDCTERADATA CORP DEL
254,350$11.4B35.23%
52
TG7TRIUMPH GROUP INC NEW
1,258,799$9.6B29.67%
53
GNWGENWORTH FINL INC
1,421,151$8.3B25.62%
54
MOALTRIA GROUP INC
170,103$7.2B22.01%
55
MDLZMONDELEZ INTL INC
75,329$5.2B16.08%
56
UISUNISYS CORP
1,173,365$4.0B12.46%
57
VSCOVICTORIAS SECRET AND CO
200,505$3.3B10.29%