Minneapolis Portfolio Management Group, LLC: 13F holdings
CIK 13172532026Q2
| Positions | 34 |
|---|---|
| Reported value | $1.1bn |
| Filed | 2026-07-27 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| GLW Corning Inc | 226,664 | $57.9m | 5.5% |
| NEM Newmont Corp | 559,828 | $52.3m | 5.0% |
| BPOP Popular Inc | 300,439 | $49.3m | 4.7% |
| GNRC Generac Hldgs Inc | 168,082 | $49.2m | 4.7% |
| CSCO Cisco Sys Inc | 416,548 | $48.9m | 4.6% |
| TEX Terex Corp New | 637,576 | $46.2m | 4.4% |
| COHR Coherent Corp | 115,804 | $45.7m | 4.3% |
| DE Deere & Co | 67,232 | $42.6m | 4.0% |
| BA Boeing Co | 194,795 | $42.2m | 4.0% |
| CAT Caterpillar Inc | 39,506 | $42.1m | 4.0% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1317253")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.