Minneapolis Portfolio Management Group, LLC

CIK 1317253 · View on SEC EDGAR ↗

Portfolio value
$1.1B
#2,363 of 9,443 by 13F value · top 25.0%
Positions
34
As of
June 30, 2026

Portfolio value QoQ: +12.0% 13F does not disclose cash

Top 10 holdings weight
45.15%
Top 25 holdings weight
92.08%
Positions above 1%
28
Effective number of positions
27.0

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 6.27% Est. buys $62,597,873 · sells $131,623,787

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 85.0% still held

New positions
2
Increased
8
Decreased
21
Closed
1
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Performance vs S&P 500

Tracked Q4 2024–Q2 2026
+73.7%
S&P 500 total return (same window)
+28.1%
Excess return
+45.6%

Annualized: +44.6% · S&P 500: +18.0%

Approximates a buy-and-hold portfolio built from quarterly SEC 13F snapshots. Excludes cash, short positions, options/derivatives, and non-13(f) securities — reflects the disclosed long-equity book only, not total fund AUM. SEC filing lag is up to 45 days; this is not a real-time-copyable timing.

Priceable coverage: 100.0% · Options excluded: 0.0%

Sector breakdown

Industrials
49.7%
Technology
16.2%
Financials
8.0%
Healthcare
5.8%
Materials
5.5%
Communications
4.6%
Real Estate
3.5%
Consumer products
3.4%
Energy
3.2%
Consumer Discretionary
0.1%

Full portfolio 34 positions

Type Streak 8Q trend
GLW Corning Incorporated Common Stock $57,896,669 5.49% 226,664 $-12,067,771 Down ×6
NEM Newmont Corporation $52,287,937 4.96% 559,828 $20,926,763 Up ×1
BPOP Popular, Inc. - Common Stock $49,326,048 4.67% 300,439 $8,079,903 Down ×1
GNRC Generac Holdlings Inc. Common Stock $49,216,090 4.66% 168,082 $15,246,640 Down ×1
CSCO Cisco Systems, Inc. - Common Stock $48,927,679 4.64% 416,548 $15,738,865 Down ×1
TEX Terex Corporation Common Stock $46,154,116 4.37% 637,576 $7,928,367 Down ×2
COHR Coherent Corp. Common Stock $45,681,204 4.33% 115,804 $2,755,524 Down ×6
DE Deere & Company Common Stock $42,647,245 4.04% 67,232 $4,240,406 Down ×1
BA Boeing Company (The) Common Stock $42,167,274 4.00% 194,795 $2,882,932 Down ×1
CAT Caterpillar, Inc. Common Stock $42,069,895 3.99% 39,506 $6,821,260 Down ×6
IBM International Business Machines Corporation Common Stock $39,173,034 3.71% 139,302 $4,728,339 Down ×1
ORCL Oracle Corporation Common Stock $39,089,327 3.70% 266,730 $7,291,799 Up ×3
SPG Simon Property Group, Inc. Common Stock $37,294,187 3.53% 166,752 $4,448,078 Down ×2
PH Parker-Hannifin Corporation Common Stock $35,976,611 3.41% 36,781 $2,652,779 Down ×6
USB U.S. Bancorp Common Stock $35,142,802 3.33% 581,834 $4,784,503 Down ×1
CLX Clorox Company (The) Common Stock $35,063,634 3.32% 367,389 $-3,732,259 Down ×1
HPE Hewlett Packard Enterprise Company Common Stock $34,128,876 3.23% 756,570 $15,800,412 Down ×1
BKR Baker Hughes Company - Common Stock $33,592,137 3.18% 605,264 $-4,412,065 Down ×2
LMT Lockheed Martin Corporation Common Stock $32,972,441 3.12% 64,720 $-6,476,201 Down ×2
QCOM QUALCOMM Incorporated - Common Stock $31,118,401 2.95% 168,399 $9,530,791 Up ×4
CP Canadian Pacific Kansas City Limited Common Shares $30,171,992 2.86% 348,205 $3,338,152 Up ×4
BWXT BWX Technologies, Inc. Common Stock $29,587,249 2.80% 152,002 $-2,623,238 Down ×1
PFE Pfizer, Inc. Common Stock $29,280,957 2.78% 1,215,987 $-4,663,411 Up ×1
ADSK Autodesk, Inc. - Common Stock $27,416,136 2.60% 141,015 Up ×1
ZBH Zimmer Biomet Holdings, Inc. Common Stock $25,207,094 2.39% 292,799 $-608,974 Up ×4
TXT Textron Inc. Common Stock $23,912,093 2.27% 260,679 $1,226,342 Up ×3
UBER Uber Technologies, Inc. Common Stock $23,641,420 2.24% 327,625 $654,390 Up ×1
TEL TE Connectivity plc Ordinary Shares $22,581,352 2.14% 112,005 $-1,119,825 Down ×1
ZTS Zoetis Inc. Class A Common Stock $6,550,901 0.62% 91,162 $-16,853,852 Down ×1
OEC Orion S.A. Common Shares $4,987,611 0.47% 752,279 $-411,175 Down ×4
GM General Motors Company Common Stock $663,659 0.06% 8,610 $22,214
SONY Sony Group Corporation American Depositary Shares $551,249 0.05% 27,480 $-17,587
NTR Nutrien Ltd. Common Shares $390,605 0.04% 6,205 $-77,624
Unknown issuer (CUSIP: 43849R105) $259,769 0.02% 1,175 Up ×1

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
ORCL $39,089,327 3.70% up ×3
QCOM $31,118,401 2.95% up ×4
CP $30,171,992 2.86% up ×4
ZBH $25,207,094 2.39% up ×4
TXT $23,912,093 2.27% up ×3

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
ADSK $27,416,136 141,015 2.60%
Unknown issuer (CUSIP: 43849R105) $259,769 1,175 0.02%

Top movers (QoQ)

Security Action Shares Δ Value Δ
NEM Bought more +270K +$20.9M
ZTS Trimmed -107K -$16.9M
HPE Trimmed -13K +$15.8M
CSCO Trimmed -11K +$15.7M
GNRC Trimmed -6K +$15.2M
GLW Trimmed -288K -$12.1M
QCOM Bought more +767 +$9.5M
BPOP Trimmed -7K +$8.1M
TEX Trimmed -9K +$7.9M
ORCL Bought more +51K +$7.3M

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
MTCH March 31, 2026 731,767 $23,628,760 30.3%
CXT March 31, 2025 381,764 $22,226,318 -2.2%
UNH Sept. 30, 2025 68,630 $21,410,501 12.2%
XOM June 30, 2025 169,487 $20,157,047 54.4%
KMB June 30, 2025 124,352 $17,685,366 -15.9%
HON June 30, 2026 1,350 $305,141 -1.9%