EdgeMarket › What Minneapolis Portfolio Management Group, Llc reported owning
What Minneapolis Portfolio Management Group, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
941.7MPositions
33Quarter
2026-03-31Shown below
33largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| GLW CORNING INC /NY | 70.0M | 7.4% | 514.6K | 149.84 | +132.0% |
| COHR COHERENT CORP. | 42.9M | 4.6% | 180.2K | 289.52 | +234.5% |
| BPOP POPULAR, INC. | 41.2M | 4.4% | 307.4K | 169.07 | +41.7% |
| LMT LOCKHEED MARTIN CORP | 39.4M | 4.2% | 65.3K | 563.57 | +26.4% |
| BA BOEING CO | 39.3M | 4.2% | 197.4K | 214.20 | -5.1% |
| CLX CLOROX CO /DE/ | 38.8M | 4.1% | 374.4K | 106.69 | -12.0% |
| DE DEERE & CO | 38.4M | 4.1% | 68.2K | 647.47 | +31.4% |
| TEX TEREX CORP | 38.2M | 4.1% | 646.8K | 66.48 | +33.8% |
| BKR Baker Hughes Co | 38.0M | 4.0% | 622.5K | 62.34 | +45.5% |
| CAT CATERPILLAR INC | 35.2M | 3.7% | 49.8K | 827.90 | +96.8% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 34.4M | 3.7% | 142.1K | 235.68 | -2.8% |
| GNRC GENERAC HOLDINGS INC. | 34.0M | 3.6% | 173.9K | 205.98 | +8.6% |
| PFE PFIZER INC | 33.9M | 3.6% | 1.2M | 28.07 | +10.6% |
| PH Parker-Hannifin Corp | 33.3M | 3.5% | 37.2K | 1,001.74 | +34.8% |
| CSCO CISCO SYSTEMS, INC. | 33.2M | 3.5% | 427.7K | 111.04 | +65.5% |
| SPG SIMON PROPERTY GROUP INC. | 32.8M | 3.5% | 176.1K | 218.29 | +25.4% |
| BWXT BWX Technologies, Inc. | 32.2M | 3.4% | 157.5K | 156.78 | -4.1% |
| ORCL ORACLE CORP | 31.8M | 3.4% | 216.1K | 146.47 | -37.7% |
| NEM NEWMONT Corp /DE/ | 31.4M | 3.3% | 289.7K | 131.58 | +90.7% |
| USB US BANCORP \DE\ | 30.4M | 3.2% | 583.7K | 62.05 | +33.7% |
| CP CANADIAN PACIFIC KANSAS CITY LTD/CN | 26.8M | 2.8% | 341.1K | 96.69 | +30.2% |
| ZBH ZIMMER BIOMET HOLDINGS, INC. | 25.8M | 2.7% | 285.5K | 100.98 | -4.5% |
| TEL TE Connectivity plc | 23.7M | 2.5% | 113.4K | 203.52 | +1.0% |
| ZTS Zoetis Inc. | 23.4M | 2.5% | 198.0K | 77.73 | -50.4% |
| UBER Uber Technologies, Inc | 23.0M | 2.4% | 319.6K | 78.80 | -15.9% |
| TXT TEXTRON INC | 22.7M | 2.4% | 259.1K | 82.95 | +4.6% |
| QCOM QUALCOMM INC/DE | 21.6M | 2.3% | 167.6K | 160.75 | +3.4% |
| HPE Hewlett Packard Enterprise Co | 18.3M | 1.9% | 769.8K | 53.45 | +154.0% |
| OEC Orion S.A. | 5.4M | 0.6% | 830.6K | 6.12 | -40.5% |
| GM General Motors Co | 641.4K | 0.1% | 8.6K | 87.93 | +54.9% |
| SONY Sony Group Corp | 568.8K | 0.1% | 27.5K | 23.92 | -14.9% |
| NTR Nutrien Ltd. | 468.2K | 0.0% | 6.2K | 75.27 | +32.0% |
| HON HONEYWELL INTERNATIONAL INC | 305.1K | 0.0% | 1.4K | 215.90 | -50.3% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
The whole archive is one click away.
Screener, filings, insider flow, backtests and the AI — open without an account.
Free plan for good. Pro is $69.99/mo, or $4.99 for a 7-day trial. See the plans →