Minneapolis Portfolio Management 13F-HRQuarterly holdings report by institutional manager

Filed: 9 Feb 23, 10:22am

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1	COLUMN 2	COLUMN 3	COLUMN 4	COLUMN 5			COLUMN 6	COLUMN 7	COLUMN 8
			VALUE	SHRS OR	SH/	PUT/	INVESTMENT	OTHER	VOTING AUTHORITY
NAME OF ISSUER	TITLE OF CLASS	CUSIP	(x$1000)	PRN AMT	PRN	CALL	DISCRETION	MANAGER	SOLE	SHARED	NONE
Baker Hughes Company	CL A	05722G100	19,410,069	657,300	SH		SOLE	None	657,300	0	0
Boeing Co	COM	097023105	31,466,091	165,185	SH		SOLE	None	165,185	0	0
Borgwarner Inc	COM	099724106	16,227,754	403,174	SH		SOLE	None	403,174	0	0
Canadian Pac Ry Ltd	COM	13645T100	26,514,656	355,472	SH		SOLE	None	355,472	0	0
Caterpillar Inc	COM	149123101	35,540,167	148,356	SH		SOLE	None	148,356	0	0
Cisco Sys Inc	COM	17275R102	21,825,989	458,144	SH		SOLE	None	458,144	0	0
Coherent Corp	COM	19247G107	13,813,114	393,536	SH		SOLE	None	393,536	0	0
Corning Inc	COM	219350105	36,031,283	1,128,093	SH		SOLE	None	1,128,093	0	0
Crane Hldgs Co	COM	224441105	23,193,905	230,900	SH		SOLE	None	230,900	0	0
Deere & Co	COM	244199105	21,880,909	51,033	SH		SOLE	None	51,033	0	0
Disney Walt Co	COM	254687106	13,710,620	157,811	SH		SOLE	None	157,811	0	0
Exxon Mobil Corp	COM	30231G102	21,424,893	194,242	SH		SOLE	None	194,242	0	0
Fedex Corp	COM	31428X106	31,904,853	184,208	SH		SOLE	None	184,208	0	0
General Mtrs Co	COM	37045V100	30,922,527	919,219	SH		SOLE	None	919,219	0	0
Honeywell Intl Inc	COM	438516106	503,605	2,350	SH		SOLE	None	2,350	0	0
International Business Machs	COM	459200101	31,836,350	225,966	SH		SOLE	None	225,966	0	0
Las Vegas Sands Corp	COM	517834107	17,653,604	367,248	SH		SOLE	None	367,248	0	0
Oracle Corp	COM	68389X105	35,945,982	439,760	SH		SOLE	None	439,760	0	0
Orion Engineered Carbons S A	COM	L72967109	35,121,765	1,972,025	SH		SOLE	None	1,972,025	0	0
Parker-Hannifin Corp	COM	701094104	26,239,470	90,170	SH		SOLE	None	90,170	0	0
Petiq Inc	COM CL A	71639T106	4,728,228	512,823	SH		SOLE	None	512,823	0	0
Popular Inc	COM NEW	733174700	25,162,604	379,412	SH		SOLE	None	379,412	0	0
Qualcomm Inc	COM	747525103	29,310,130	266,601	SH		SOLE	None	266,601	0	0
Qurate Retail Inc	COM SER A	74915M100	7,888,116	4,839,335	SH		SOLE	None	4,839,335	0	0
Simon PPTY Group Inc New	COM	828806109	35,552,150	302,623	SH		SOLE	None	302,623	0	0
Sony Group Corporation	SPONSORED ADR	835699307	29,111,453	381,639	SH		SOLE	None	381,639	0	0
Sysco Corp	COM	871829107	17,694,582	231,453	SH		SOLE	None	231,453	0	0
Terex Corp New	COM	880779103	24,537,001	574,368	SH		SOLE	None	574,368	0	0
Unitedhealth Group Inc	COM	91324P102	36,992,499	69,773	SH		SOLE	None	69,773	0	0
Vanguard Index FDS	S&P 500 ETF SHS	922908363	344,701	981	SH		SOLE	None	981	0	0

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