Minneapolis Portfolio Management Group

Minneapolis Portfolio Management as of March 31, 2012

Portfolio Holdings for Minneapolis Portfolio Management

Minneapolis Portfolio Management holds 27 positions in its portfolio as reported in the March 2012 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Cisco Systems (CSCO) 6.1 $47M 2.2M 21.15
E.I. du Pont de Nemours & Company 5.9 $45M 850k 52.90
NCR Corporation (VYX) 5.8 $45M 2.0M 21.71
Kraft Foods 5.5 $42M 1.1M 38.01
Agrium 5.5 $42M 485k 86.37
Xylem (XYL) 5.2 $40M 1.4M 27.75
3M Company (MMM) 5.1 $39M 441k 89.21
Siemens (SIEGY) 4.9 $37M 369k 100.84
Texas Instruments Incorporated (TXN) 4.8 $37M 1.1M 33.61
Terex Corporation (TEX) 4.4 $34M 1.5M 22.50
Nucor Corporation (NUE) 4.4 $34M 788k 42.95
Cenovus Energy (CVE) 4.4 $34M 940k 35.94
Ingersoll-rand Co Ltd-cl A 4.4 $34M 810k 41.35
Pall Corporation 4.2 $32M 533k 59.63
Johnson & Johnson (JNJ) 3.6 $28M 419k 65.96
Oracle Corporation (ORCL) 3.6 $27M 939k 29.16
Materion Corporation (MTRN) 3.5 $27M 943k 28.73
Sony Corporation (SONY) 3.1 $24M 1.2M 20.77
Briggs & Stratton Corporation 3.1 $24M 1.3M 17.93
Suncor Energy (SU) 3.0 $23M 714k 32.70
Wabtec Corporation (WAB) 3.0 $23M 301k 75.37
Valmont Industries (VMI) 2.7 $21M 179k 117.41
Life Technologies 1.9 $14M 292k 48.82
J.C. Penney Company 1.8 $13M 380k 35.43
Apple (AAPL) 0.1 $540k 900.00 600.00
Dynegy 0.1 $481k 858k 0.56
Wireless Ronin Technologies (RNIN) 0.0 $22k 25k 0.89