Beddow Capital Management

Beddow Capital Management as of June 30, 2014

Portfolio Holdings for Beddow Capital Management

Beddow Capital Management holds 47 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Sparton Corporation 4.8 $18M 630k 27.74
International Business Machines (IBM) 4.7 $17M 95k 181.27
Investor Ab 'b' ord 4.6 $17M 450k 37.80
Cabela's Incorporated 4.4 $16M 260k 62.40
Autoliv (ALV) 4.4 $16M 150k 106.58
Cimarex Energy 4.2 $15M 108k 143.46
National-Oilwell Var 4.1 $15M 183k 82.35
Dawson Geophysical Company 4.1 $15M 521k 28.65
Johnson & Johnson (JNJ) 3.9 $14M 135k 104.62
Resolute Energy 3.7 $14M 1.6M 8.64
Abb (ABBNY) 3.6 $13M 577k 23.02
Helmerich & Payne (HP) 3.5 $13M 109k 116.11
Koninklijke Philips Electronics NV (PHG) 3.4 $13M 396k 31.76
Whiting Petroleum Corporation 3.4 $12M 154k 80.25
Telefonica (TEF) 3.2 $12M 677k 17.16
Columbia Sportswear Company (COLM) 3.2 $12M 140k 82.65
Powell Industries (POWL) 3.1 $11M 173k 65.38
Merck & Co (MRK) 3.0 $11M 194k 57.85
Pfizer (PFE) 3.0 $11M 375k 29.68
Timken Company (TKR) 3.0 $11M 164k 67.84
Banco Santander (SAN) 2.8 $10M 993k 10.42
Natus Medical 2.8 $10M 404k 25.14
AZZ Incorporated (AZZ) 2.5 $9.1M 197k 46.08
E.on (EONGY) 2.3 $8.4M 408k 20.67
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 2.3 $8.3M 107k 77.67
Anglo American 2.3 $8.3M 679k 12.23
Banco Latinoamericano De Comercio Exteri (BLX) 1.8 $6.7M 224k 29.67
Mesabi Trust (MSB) 1.7 $6.2M 316k 19.57
Berkshire Hathaway (BRK.A) 1.5 $5.5M 29.00 189896.55
Liberty Global 1.0 $3.6M 82k 44.22
Berkshire Hathaway (BRK.B) 0.6 $2.3M 18k 126.53
Rio Tinto (RIO) 0.6 $2.1M 39k 54.29
Now (DNOW) 0.4 $1.6M 45k 36.21
At&t (T) 0.4 $1.4M 41k 35.36
Timkensteel (TMST) 0.3 $1.2M 31k 38.54
Liberty Global 0.3 $1.1M 26k 42.32
Telecom Argentina (TEO) 0.3 $1.1M 46k 23.56
Manitex International (MNTX) 0.2 $761k 47k 16.23
Telefonica Brasil Sa 0.2 $765k 37k 20.52
Continental Resources 0.2 $691k 4.4k 157.94
3M Company (MMM) 0.1 $447k 3.1k 143.22
Gap (GPS) 0.1 $320k 7.7k 41.56
Nordstrom (JWN) 0.1 $285k 4.2k 67.86
Exide Technologies 0.1 $262k 1.0M 0.25
MetLife (MET) 0.1 $211k 3.8k 55.53
Keweenaw Land Assn (KEWL) 0.1 $236k 2.5k 92.84
CurrencyShares Swiss Franc Trust 0.1 $226k 2.1k 110.24