Minneapolis Portfolio Management Group

Minneapolis Portfolio Management as of March 31, 2011

Portfolio Holdings for Minneapolis Portfolio Management

Minneapolis Portfolio Management holds 27 positions in its portfolio as reported in the March 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Terex Corporation (TEX) 7.0 $57M 1.5M 37.04
Siemens (SIEGY) 6.4 $52M 379k 137.34
E.I. du Pont de Nemours & Company 6.0 $49M 892k 54.97
Wabtec Corporation (WAB) 5.5 $45M 656k 67.83
3M Company (MMM) 5.2 $42M 454k 93.50
ITT Corporation 5.2 $42M 701k 60.05
NCR Corporation (VYX) 5.2 $42M 2.2M 18.84
Materion Corporation (MTRN) 4.8 $39M 953k 40.80
Ingersoll-rand Co Ltd-cl A 4.6 $37M 767k 48.31
Texas Instruments Incorporated (TXN) 4.5 $37M 1.1M 34.56
Cenovus Energy (CVE) 4.5 $37M 933k 39.38
Kraft Foods 4.4 $36M 1.1M 31.36
Encana Corp 4.2 $34M 993k 34.53
Pall Corporation 4.1 $33M 581k 57.61
Johnson & Johnson (JNJ) 4.0 $32M 544k 59.25
Nucor Corporation (NUE) 3.9 $32M 686k 46.02
Sony Corporation (SONY) 3.1 $26M 802k 31.83
Cemex SAB de CV (CX) 2.9 $24M 2.7M 8.93
Bank of New York Mellon Corporation (BK) 2.8 $23M 752k 29.87
Potash Corp. Of Saskatchewan I 2.7 $22M 366k 58.93
Valmont Industries (VMI) 2.4 $19M 184k 104.37
Pride International 2.3 $19M 431k 42.95
Suncor Energy (SU) 2.3 $18M 408k 44.84
Lindsay Corporation (LNN) 1.1 $9.2M 117k 79.02
Dynegy 0.7 $5.5M 959k 5.69
Apple (AAPL) 0.0 $209k 600.00 348.33
Northstar Realty Finance 0.0 $268k 50k 5.36