§ 13F · FUND PROFILE
Minneapolis Portfolio Management Group, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $871M (13F)Positions · 29Turnover · — · Q1Filed · May 5, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$96M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | GLW | Corning Inc | 515K | $70M | 7.4% | −12% |
| 2 | COHR | Coherent Corp | 180K | $43M | 4.6% | −32% |
| 3 | BPOP | Popular Inc | 307K | $41M | 4.4% | ±0% |
| 4 | LMT | Lockheed Martin Corp | 65K | $39M | 4.2% | ±0% |
| 5 | BA | Boeing Co | 197K | $39M | 4.2% | ±0% |
| 6 | CLX | Clorox Co DEL | 374K | $39M | 4.1% | NEW |
| 7 | DE | Deere & Co | 68K | $38M | 4.1% | ±0% |
| 8 | TEX | Terex Corp New | 647K | $38M | 4.1% | ±0% |
| 9 | BKR | Baker Hughes Company | 623K | $38M | 4.0% | ±0% |
| 10 | CAT | Caterpillar Inc | 50K | $35M | 3.7% | −28% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MINNEAPOLIS SIGNAL
AC read
Minneapolis Portfolio Management Group, LLC is a Other fund managing $871 million in assets. The fund runs a focused portfolio of just 29 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed