Minneapolis Portfolio Management Group, LLC 13F Holdings
CIK 0001317253 · Wayzata, MN
As of Sep 30, 2025, Minneapolis Portfolio Management Group, LLC reported 29 positions worth $870.9M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| CORNING INC | GLW | Technology | 707,667 | $58.0M | 6.67% |
| ORACLE CORP | ORCL | Technology | 162,654 | $45.7M | 5.25% |
| CATERPILLAR INC | CAT | Industrials | 91,292 | $43.6M | 5.00% |
| NEWMONT CORP | NEM | Basic Materials | 480,114 | $40.5M | 4.65% |
| POPULAR INC | BPOP | Financial Services | 306,724 | $39.0M | 4.47% |
| SONY GROUP CORP | SONY | Technology | 1,349,823 | $38.9M | 4.46% |
| COHERENT CORP | COHR | Technology | 350,423 | $37.7M | 4.33% |
| BWX TECHNOLOGIES INC | BWXT | Industrials | 200,748 | $37.0M | 4.25% |
| INTERNATIONAL BUSINESS MACHINES CORP | IBM | Technology | 121,687 | $34.3M | 3.94% |
| TEREX CORP | TEX | Industrials | 647,289 | $33.2M | 3.81% |
| SIMON PROPERTY GROUP INC | SPG | Real Estate | 176,669 | $33.2M | 3.81% |
| BOEING CO | BA | Industrials | 152,443 | $32.9M | 3.78% |
| GENERAL MOTORS CO | GM | Consumer Cyclical | 505,097 | $30.8M | 3.54% |
| DEERE & CO | DE | Industrials | 66,155 | $30.2M | 3.47% |
| CISCO SYSTEMS INC | CSCO | Technology | 423,540 | $29.0M | 3.33% |
| PARKER-HANNIFIN CORP | PH | Industrials | 37,651 | $28.5M | 3.28% |
| GENERAC HOLDINGS INC | GNRC | Industrials | 169,690 | $28.4M | 3.26% |
| BAKER HUGHES CO | BKR | Energy | 579,885 | $28.3M | 3.24% |
| US BANCORP | USB | Financial Services | 570,217 | $27.6M | 3.16% |
| QUALCOMM INC | QCOM | Technology | 161,279 | $26.8M | 3.08% |
| ZIMMER BIOMET HOLDINGS INC | ZBH | Healthcare | 264,114 | $26.0M | 2.99% |
| MATCH GROUP INC | MTCH | Communication Services | 717,779 | $25.4M | 2.91% |
| TE CONNECTIVITY PLC | TEL | Technology | 113,068 | $24.8M | 2.85% |
| CANADIAN PACIFIC KANSAS CITY LTD | CP | Industrials | 313,917 | $23.4M | 2.68% |
| NUTRIEN LTD | NTR | Basic Materials | 365,439 | $21.5M | 2.46% |