Beddow Capital Management

Beddow Capital Management as of Dec. 31, 2011

Portfolio Holdings for Beddow Capital Management

Beddow Capital Management holds 48 positions in its portfolio as reported in the December 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dawson Geophysical Company 6.0 $16M 402k 39.53
Cabela's Incorporated 5.8 $15M 608k 25.42
International Business Machines (IBM) 5.2 $14M 76k 183.88
National-Oilwell Var 4.3 $11M 168k 67.99
Johnson & Johnson (JNJ) 4.0 $11M 162k 65.58
Abb (ABBNY) 3.9 $10M 550k 18.83
Helmerich & Payne (HP) 3.8 $10M 174k 58.36
Pfizer (PFE) 3.8 $10M 463k 21.64
Telefonica (TEF) 3.5 $9.5M 550k 17.19
Columbia Sportswear Company (COLM) 3.5 $9.4M 202k 46.55
Anglo American 3.4 $9.1M 492k 18.49
Merck & Co 3.3 $8.8M 233k 37.70
Cimarex Energy 3.2 $8.4M 136k 61.90
Darling International (DAR) 2.9 $7.8M 590k 13.29
Investor Ab 'b' ord 2.8 $7.6M 406k 18.71
Mesabi Trust (MSB) 2.6 $6.9M 277k 25.10
Whiting Petroleum Corporation 2.6 $6.9M 147k 46.69
Koninklijke Philips Electronics NV (PHG) 2.5 $6.7M 319k 20.95
Autoliv (ALV) 2.5 $6.7M 125k 53.49
Exide Technologies 2.5 $6.5M 2.5M 2.63
AZZ Incorporated (AZZ) 2.4 $6.4M 141k 45.44
Denbury Resources 2.3 $6.2M 411k 15.10
Sparton Corporation 2.2 $6.0M 687k 8.70
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 2.2 $5.9M 102k 57.74
E.on (EONGY) 2.2 $5.9M 271k 21.64
Powell Industries (POWL) 2.0 $5.4M 173k 31.28
Toyota Industries Corporation ord (TYIDF) 1.8 $4.8M 175k 27.23
Banco Latinoamericano De Comercio Exteri (BLX) 1.7 $4.6M 289k 16.05
Banco Santander (SAN) 1.6 $4.4M 581k 7.52
Natus Medical 1.3 $3.6M 379k 9.43
Berkshire Hathaway (BRK.A) 1.2 $3.1M 27.00 114740.74
Millea Holdings 1.1 $2.9M 130k 22.16
GlaxoSmithKline 0.9 $2.5M 55k 45.63
Rio Tinto (RIO) 0.8 $2.1M 43k 48.91
Liberty Global 0.6 $1.7M 41k 41.03
General Electric Company 0.5 $1.5M 81k 17.91
Berkshire Hathaway Inc. Class B 0.5 $1.4M 18k 76.28
At&t Corp 0.5 $1.4M 45k 30.23
Williams-Sonoma (WSM) 0.4 $1.1M 28k 38.49
BP (BP) 0.4 $959k 22k 42.72
CurrencyShares Swiss Franc Trust 0.3 $885k 8.4k 105.04
Canon (CAJPY) 0.2 $647k 15k 44.01
Deutsche Bank Ag-registered (DB) 0.2 $516k 14k 37.84
JPMorgan Chase & Co. (JPM) 0.2 $418k 13k 33.24
Toyota Motor Corporation (TM) 0.1 $334k 5.1k 66.14
Keweenaw Land Assn (KEWL) 0.1 $260k 3.4k 76.43
Nordstrom (JWN) 0.1 $209k 4.2k 49.76
Oppenheimer Capital Income Fun mfund 0.0 $102k 12k 8.54