Newport Trust Company, LLC Q1 2023 Filing

Filed May 9, 2023

Portfolio Value

$36.1B

Holdings

51

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (51 positions)

#StockSharesValue% PortfolioType
1
BABOEING CO
40,633,046$8.6T23880.48%
2
TAT&T INC
196,653,545$3.8T10473.22%
3
GDGENERAL DYNAMICS CORP
16,507,466$3.8T10422.28%
4
HONHONEYWELL INTL INC
16,745,307$3.2T8854.16%
5
PSNPARSONS CORP DEL
62,685,568$2.8T7759.10%
6
FFORD MTR CO DEL
153,594,790$1.9T5354.20%
7
DDSDILLARDS INC
5,091,859$1.6T4334.35%
8
DISDISNEY WALT CO
12,748,771$1.3T3531.67%
9
SRESEMPRA
7,086,856$1.1T2963.73%
10
MMM3M CO
8,783,781$923.3B2554.31%
11
HUMHUMANA INC
1,344,608$652.8B1805.91%
12
WBDWARNER BROS DISCOVERY INC
40,733,576$615.1B1701.68%
13
ELVELEVANCE HEALTH INC
1,279,905$588.5B1628.19%
14
GEHCGE HEALTHCARE TECHNOLOGIES I
5,489,932$450.3B1245.91%
15
SPGIS&P GLOBAL INC
1,202,771$414.7B1147.26%
16
DALDELTA AIR LINES INC DEL
10,425,433$364.1B1007.20%
17
BSXBOSTON SCIENTIFIC CORP
6,917,248$346.1B957.44%
18
JCIJOHNSON CTLS INTL PLC
5,700,258$343.3B949.69%
19
DRIDARDEN RESTAURANTS INC
2,095,452$325.1B899.51%
20
ETRENTERGY CORP NEW
3,012,639$324.6B897.99%
21
COFCAPITAL ONE FINL CORP
3,060,468$294.3B814.20%
22
HIGHARTFORD FINL SVCS GROUP INC
3,072,259$214.1B592.35%
23
NINISOURCE INC
6,817,367$190.6B527.35%
24
UALUNITED AIRLS HLDGS INC
3,895,707$172.4B476.92%
25
YUMYUM BRANDS INC
1,289,981$170.4B471.38%
26
WHRWHIRLPOOL CORP
1,065,761$140.7B389.26%
27
STTSTATE STR CORP
1,827,946$138.4B382.78%
28
HBANHUNTINGTON BANCSHARES INC
12,243,266$137.1B379.37%
29
FDO.FMACYS INC
7,785,317$136.2B376.72%
30
KHCKRAFT HEINZ CO
3,440,115$133.0B368.04%
31
BMOBANK MONTREAL QUE
1,466,512$130.7B361.54%
32
BMTABRITISH AMERN TOB PLC
3,354,546$117.8B325.94%
33
MCOMOODYS CORP
318,400$97.4B269.57%
34
BBYBEST BUY INC
1,218,300$95.4B263.81%
35
WATWATERS CORP
239,089$74.0B204.81%
36
VVVVALVOLINE INC
2,081,847$72.7B201.24%
37
BWABORGWARNER INC
1,452,123$71.3B197.30%
38
ASHASHLAND INC
628,896$64.6B178.70%
39
4I1PHILIP MORRIS INTL INC
660,481$64.2B177.70%
40
PNWPINNACLE WEST CAP CORP
731,362$58.0B160.33%
41
OZKBANK OZK LITTLE ROCK ARK
1,187,459$40.6B112.35%
42
GTGOODYEAR TIRE & RUBR CO
3,579,389$39.4B109.13%
43
BDCBELDEN INC
255,021$22.1B61.22%
44
RAMPLIVERAMP HLDGS INC
749,113$16.4B45.45%
45
TRMKTRUSTMARK CORP
617,649$15.3B42.20%
46
SFNCSIMMONS 1ST NATL CORP
828,296$14.5B40.08%
47
TDCTERADATA CORP DEL
289,152$11.6B32.22%
48
MOALTRIA GROUP INC
177,968$7.9B21.97%
49
GNWGENWORTH FINL INC
1,530,487$7.7B21.26%
50
MDLZMONDELEZ INTL INC
76,214$5.3B14.70%
51
UISUNISYS CORP
1,097,519$4.3B11.78%