Minneapolis Portfolio Management Group, LLC
Minneapolis Portfolio Management Group, LLC reported 34 positions worth $1.06B as of June 30, 2026 (13F filed July 27, 2026). Largest holding: GLW (5.5%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GLW | SH | $57.9M | 5.49% | 226,664 | — | — | |
| ▸ 2 | NEM | SH | $52.3M | 4.96% | 559,828 | — | — | |
| ▸ 3 | BPOP | SH | $49.3M | 4.67% | 300,439 | — | — | |
| ▸ 4 | GNRC | SH | $49.2M | 4.66% | 168,082 | — | — | |
| ▸ 5 | CSCO | SH | $48.9M | 4.64% | 416,548 | — | — | |
| ▸ 6 | TEX | SH | $46.2M | 4.37% | 637,576 | — | — | |
| ▸ 7 | COHR | SH | $45.7M | 4.33% | 115,804 | — | — | |
| ▸ 8 | DE | SH | $42.6M | 4.04% | 67,232 | — | — | |
| ▸ 9 | BA | SH | $42.2M | 4.00% | 194,795 | — | — | |
| ▸ 10 | CAT | SH | $42.1M | 3.99% | 39,506 | — | — |
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Frequently Asked Questions
What stocks does Minneapolis Portfolio Management Group, LLC hold as of Q2 2026?
Minneapolis Portfolio Management Group, LLC reported 34 positions worth $1.06B in its Q2 2026 13F filing. Largest positions: GLW (5.5%), NEM (5.0%), BPOP (4.7%), GNRC (4.7%) and CSCO (4.6%).
What did Minneapolis Portfolio Management Group, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Minneapolis Portfolio Management Group, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.