Beddow Capital Management as of Sept. 30, 2012
Portfolio Holdings for Beddow Capital Management
Beddow Capital Management holds 49 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cabela's Incorporated | 5.2 | $15M | 282k | 54.68 | |
| Dawson Geophysical Company | 5.1 | $15M | 589k | 25.26 | |
| International Business Machines (IBM) | 4.7 | $14M | 66k | 207.45 | |
| National-Oilwell Var | 4.1 | $12M | 152k | 80.11 | |
| Abb (ABBNY) | 4.0 | $12M | 630k | 18.70 | |
| Pfizer (PFE) | 3.8 | $11M | 444k | 24.85 | |
| Darling International (DAR) | 3.7 | $11M | 590k | 18.29 | |
| Johnson & Johnson (JNJ) | 3.6 | $11M | 155k | 68.91 | |
| Investor Ab 'b' ord | 3.5 | $10M | 460k | 22.06 | |
| Merck & Co (MRK) | 3.4 | $9.9M | 219k | 45.09 | |
| Koninklijke Philips Electronics NV (PHG) | 3.3 | $9.6M | 411k | 23.45 | |
| Sparton Corporation | 3.2 | $9.5M | 754k | 12.65 | |
| Columbia Sportswear Company (COLM) | 3.2 | $9.5M | 177k | 53.89 | |
| Autoliv (ALV) | 3.1 | $9.1M | 147k | 61.97 | |
| AZZ Incorporated (AZZ) | 3.0 | $8.9M | 234k | 37.98 | |
| Exide Technologies | 2.8 | $8.3M | 2.7M | 3.10 | |
| Helmerich & Payne (HP) | 2.8 | $8.1M | 171k | 47.61 | |
| Cimarex Energy | 2.8 | $8.1M | 138k | 58.55 | |
| Anglo American | 2.7 | $8.1M | 549k | 14.67 | |
| E.on (EONGY) | 2.7 | $8.0M | 339k | 23.71 | |
| Telefonica (TEF) | 2.6 | $7.6M | 575k | 13.28 | |
| Whiting Petroleum Corporation | 2.6 | $7.6M | 159k | 47.38 | |
| Powell Industries (POWL) | 2.5 | $7.4M | 191k | 38.67 | |
| Mesabi Trust (MSB) | 2.4 | $7.1M | 266k | 26.81 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 2.3 | $6.7M | 107k | 63.10 | |
| Resolute Energy | 2.1 | $6.1M | 684k | 8.87 | |
| Banco Latinoamericano De Comercio Exteri (BLX) | 1.9 | $5.6M | 252k | 22.09 | |
| Natus Medical | 1.9 | $5.5M | 417k | 13.07 | |
| Timken Company (TKR) | 1.7 | $5.0M | 135k | 37.16 | |
| Banco Santander (SAN) | 1.5 | $4.5M | 605k | 7.46 | |
| Berkshire Hathaway (BRK.A) | 1.4 | $4.2M | 32.00 | 132687.50 | |
| GlaxoSmithKline | 0.8 | $2.3M | 50k | 46.24 | |
| Rio Tinto (RIO) | 0.7 | $2.1M | 44k | 46.76 | |
| Liberty Global | 0.7 | $2.0M | 33k | 60.75 | |
| Toyota Industries Corporation ord (TYIDF) | 0.7 | $1.9M | 68k | 28.04 | |
| Berkshire Hathaway (BRK.B) | 0.5 | $1.5M | 17k | 88.19 | |
| Denbury Resources | 0.5 | $1.4M | 87k | 16.15 | |
| At&t (T) | 0.4 | $1.3M | 34k | 37.70 | |
| BP (BP) | 0.4 | $1.1M | 26k | 42.34 | |
| General Electric Company | 0.4 | $1.1M | 47k | 22.71 | |
| CurrencyShares Swiss Franc Trust | 0.3 | $780k | 7.5k | 104.70 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $742k | 18k | 40.49 | |
| Canon (CAJPY) | 0.2 | $719k | 23k | 31.99 | |
| Deutsche Bank Ag-registered (DB) | 0.1 | $453k | 11k | 39.61 | |
| Keweenaw Land Assn (KEWL) | 0.1 | $356k | 4.5k | 79.96 | |
| Tokio Marine Holdings (TKOMY) | 0.1 | $340k | 13k | 25.66 | |
| Gap (GPS) | 0.1 | $276k | 7.7k | 35.84 | |
| 3M Company (MMM) | 0.1 | $226k | 2.5k | 92.21 | |
| Nordstrom (JWN) | 0.1 | $232k | 4.2k | 55.24 |
