Minneapolis Portfolio Management Group, LLC

Est. AUM

$941.7M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	Corning Inc	COM	$70.0M	514558	7.43%	SOLE
2	Coherent Corp	COM	$42.9M	180201	4.56%	SOLE
3	Popular Inc	COM NEW	$41.2M	307417	4.38%	SOLE
4	Lockheed Martin Corp	COM	$39.4M	65270	4.19%	SOLE
5	Boeing Co	COM	$39.3M	197379	4.17%	SOLE
6	Clorox Co DEL	COM	$38.8M	374369	4.12%	SOLE
7	Deere & Co	COM	$38.4M	68182	4.08%	SOLE
8	Terex Corp New	COM	$38.2M	646798	4.06%	SOLE
9	Baker Hughes Company	CL A	$38.0M	622509	4.04%	SOLE
10	Caterpillar Inc	COM	$35.2M	49754	3.74%	SOLE
11	International Business Machs	COM	$34.4M	142104	3.66%	SOLE
12	Generac Hldgs Inc	COM	$34.0M	173908	3.61%	SOLE
13	Pfizer Inc.	COM	$33.9M	1208845	3.60%	SOLE
14	Parker-Hannifin Corp	COM	$33.3M	37223	3.54%	SOLE
15	Cisco Sys Inc	COM	$33.2M	427746	3.52%	SOLE
16	Simon PPTY Group Inc New	COM	$32.8M	176090	3.49%	SOLE
17	BWX Technologies Inc	COM	$32.2M	157516	3.42%	SOLE
18	Oracle Corp	COM	$31.8M	216148	3.38%	SOLE
19	Newmont Corp	COM	$31.4M	289711	3.33%	SOLE
20	US Bancorp	COM NEW	$30.4M	583701	3.22%	SOLE
21	Canadian Pacific Kansas City	COM	$26.8M	341137	2.85%	SOLE
22	Zimmer Biomet Holdings Inc	COM	$25.8M	285513	2.74%	SOLE
23	TE Connectivity PLC	ORD SHS	$23.7M	113392	2.52%	SOLE
24	Zoetis Inc.	CL A	$23.4M	197993	2.49%	SOLE
25	Uber Technologies Inc	COM	$23.0M	319575	2.44%	SOLE
26	Textron Inc	COM	$22.7M	259088	2.41%	SOLE
27	Qualcomm Inc	COM	$21.6M	167632	2.29%	SOLE
28	Hewlett Packard Enterprise C	COM	$18.3M	769780	1.95%	SOLE
29	Orion S.A.	COM	$5.4M	830582	0.57%	SOLE
30	General Mtrs Co	COM	$641K	8610	0.07%	SOLE
31	Sony Group Corp	SPONSORED ADR	$569K	27480	0.06%	SOLE
32	Nutrien Ltd	COM	$468K	6205	0.05%	SOLE
33	Honeywell Intl Inc	COM	$305K	1350	0.03%	SOLE

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.