BEDDOW CAPITAL MANAGEMENT

Latest statistics and disclosures from BEDDOW CAPITAL MANAGEMENT's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are SPA, DWSN, CAB, ABB, IBM. These five stock positions account for 23.88% of BEDDOW CAPITAL MANAGEMENT's total stock portfolio.
  • Added to shares of these 10 stocks: IBM, BRK.B, TEF, MSB, REN, LBTYA, TKR, DWSN, CPRT, MET.
  • Started 3 new stock positions in MET, CPRT, BRK.B.
  • Reduced shares in these 10 stocks: , SPA, Cimarex Energy, COLM, PHG, POWL, ABB, HP, JNJ, CAB.
  • Sold out of its positions in Berkshire Hathaway Cl B.
  • As of Dec. 31, 2013, BEDDOW CAPITAL MANAGEMENT has $357.04M in assets under management (AUM). Assets under management grew from a total value of $335.56M to $357.04M.
  • Independent of market fluctuations, BEDDOW CAPITAL MANAGEMENT was a net seller by $5.28M worth of stocks in the most recent quarter.

BEDDOW CAPITAL MANAGEMENT portfolio companies for December 2013 quarter

Ticker Name Portfolio Weight Change Share Count Price Last Trade
SPA Sparton Corporation 5.74 -8.00% 732779 27.95 28.54
DWSN Dawson Geophysical Company 4.91 517940 33.82 28.11
CAB Cabela's Incorporated 4.65 -2.00% 248975 66.66 65.19
ABB ABB 4.33 -3.00% 581983 26.56 26.03
IBM International Business Machines 4.26 +17.00% 80995 187.57 191.15
Investor Ab 'b' ord 4.11 -2.00% 431485 33.98 0.00
PHG Koninklijke Philips Electronics NV 4.00 -4.00% 385876 36.97 32.44
ALV Autoliv 3.93 152995 91.80 102.43
NOV National-Oilwell Var 3.64 -2.00% 163470 79.53 82.71
JNJ Johnson & Johnson 3.54 -3.00% 138174 91.59 100.42
Cimarex Energy 3.54 -9.00% 120377 104.91 0.00
PFE Pfizer 3.36 -3.00% 391389 30.63 30.87
DAR Darling International 3.36 573725 20.88 20.82
COLM Columbia Sportswear Company 3.30 -7.00% 149423 78.75 82.29
REN Resolute Energy 3.29 +3.00% 1300750 9.03 7.74
POWL Powell Industries 3.25 -4.00% 173011 66.99 65.00
HP Helmerich & Payne 3.22 -4.00% 136596 84.08 114.06
TEF Telefonica S.A. 2.96 +8.00% 646890 16.34 16.52
MRK Merck & Co 2.89 -2.00% 205824 50.05 57.56
WLL Whiting Petroleum Corporation 2.72 -2.00% 156952 61.87 74.95
AZZ AZZ Incorporated 2.67 -3.00% 195075 48.86 44.16
BABY Natus Medical 2.60 412125 22.50 24.78
TKR Timken Company 2.51 +3.00% 162850 55.07 59.69
NSRGY Nestle SA Reg Shs. Ser. B Spons 2.18 -2.00% 106139 73.42 76.11
STD Banco Santander, S.A. 2.08 817660 9.07 0.00
EONGY E.ON AG 2.06 397050 18.49 19.10
Anglo American 1.99 649690 10.93 0.00
MSB Mesabi Trust 1.91 +8.00% 306300 22.26 20.20
Banco Latinoamericano De Comercio Exteri 1.74 -4.00% 222232 28.02 0.00
BRK.A Berkshire Hathaway 1.44 29 177896.55 0.00
LBTYA Liberty Global 1.05 +10.00% 42025 88.99 40.00
RIO Rio Tinto 0.63 -5.00% 40025 56.44 54.36
BRK.B Berkshire Hathaway 0.55 NEW 16645 118.53 0.00
T AT&T; 0.40 40650 35.15 35.15
TEO Telecom Argentina S.A. 0.21 42575 17.24 20.25
Telefonica Brasil Sa 0.20 -22.00% 37500 19.23 0.00
CLR Continental Resources 0.14 -7.00% 4375 112.46 135.64
MMM 3M Company 0.10 2451 140.35 138.26
FXF CurrencyShares Swiss Franc Trust 0.09 2950 109.83 111.00
GPS Gap 0.08 7700 39.09 39.41
MNTX Manitex International 0.08 +39.00% 17640 15.87 16.94
JWN Nordstrom 0.07 4200 61.90 61.20
XIDE Exide Technologies 0.07 1044321 0.24 0.00
Keweenaw Land Assn 0.07 2752 86.85 0.00
CPRT Copart 0.06 NEW 6000 36.67 36.41
MET MetLife 0.06 NEW 3900 53.85 52.04

Past 13F-HR SEC Filings for BEDDOW CAPITAL MANAGEMENT