Newport Trust Company, LLC Q4 2019 Filing

Filed February 5, 2020

Portfolio Value

$37.3T

Holdings

48

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (48 positions)

#StockSharesValue% PortfolioType
1
BABOEING CO
30,713,384$10.0T26.85%
2
TAT&T INC
191,361,386$7.5T20.07%
3
GDGENERAL DYNAMICS CORP
19,883,568$3.5T9.41%
4
PSNPARSONS CORPORATION
77,579,243$3.2T8.59%
5
HONHONEYWELL INTL INC
17,310,598$3.1T8.22%
6
FFORD MTR CO DEL
181,332,399$1.7T4.53%
7
SRESEMPRA ENERGY
8,596,885$1.3T3.49%
8
DALDELTA AIR LINES INC DEL
12,607,871$737.3B1.98%
9
HUMHUMANA INC
1,573,653$576.8B1.55%
10
DDSDILLARDS INC
7,175,639$527.3B1.41%
11
ETRENTERGY CORP NEW
4,380,286$524.8B1.41%
12
BSXBOSTON SCIENTIFIC CORP
9,276,970$419.5B1.13%
13
UALUNITED AIRLINES HLDGS INC
4,722,096$416.0B1.12%
14
JCIJOHNSON CTLS INTL PLC
7,729,628$314.7B0.84%
15
COFCAPITAL ONE FINL CORP
2,906,949$299.2B0.80%
16
DRIDARDEN RESTAURANTS INC
2,599,926$283.4B0.76%
17
NINISOURCE INC
8,520,520$237.2B0.64%
18
ALLERGAN PLC
1,211,363$231.6B0.62%
19
HIGHARTFORD FINL SVCS GROUP INC
3,598,901$218.7B0.59%
20
WHRWHIRLPOOL CORP
1,249,920$184.4B0.49%
21
YUMYUM BRANDS INC
1,767,342$178.0B0.48%
22
BMTABRITISH AMERN TOB PLC
4,118,649$174.9B0.47%
23
STTSTATE STR CORP
2,138,681$169.2B0.45%
24
KHCKRAFT HEINZ CO
4,675,088$150.2B0.40%
25
WYWEYERHAEUSER CO
4,887,891$147.6B0.40%
26
BBYBEST BUY INC
1,390,261$122.1B0.33%
27
BMOBANK MONTREAL QUE
1,428,777$110.7B0.30%
28
MCOMOODYS CORP
402,830$95.6B0.26%
29
OZKBANK OZK
3,020,018$92.1B0.25%
30
WABWABTEC CORP
1,122,771$87.4B0.23%
31
WATWATERS CORP
287,694$67.2B0.18%
32
ASHASHLAND GLOBAL HLDGS INC
872,551$66.8B0.18%
33
4I1PHILIP MORRIS INTL INC
749,782$63.8B0.17%
34
VVVVALVOLINE INC
2,832,826$60.7B0.16%
35
SFNCSIMMONS 1ST NATL CORP
2,258,342$60.5B0.16%
36
WDCWESTERN DIGITAL CORP
909,758$57.7B0.15%
37
RAMPLIVERAMP HLDGS INC
1,148,491$55.2B0.15%
38
GTGOODYEAR TIRE & RUBR CO
3,315,751$51.6B0.14%
39
CLCOLGATE PALMOLIVE CO
739,869$50.9B0.14%
40
TG7TRIUMPH GROUP INC NEW
1,703,303$43.0B0.12%
41
TFXTELEFLEX INC
101,900$38.4B0.10%
42
TRMKTRUSTMARK CORP
851,068$29.4B0.08%
43
LINLINDE PLC
109,006$23.2B0.06%
44
PENNEY J C CORP INC
15,920,924$17.8B0.05%
45
MOALTRIA GROUP INC
255,682$12.8B0.03%
46
GNWGENWORTH FINL INC
2,591,232$11.4B0.03%
47
LLYLILLY ELI & CO
42,573$5.6B0.02%
48
MDLZMONDELEZ INTL INC
98,144$5.4B0.01%