Beddow Capital Management as of Sept. 30, 2014
Portfolio Holdings for Beddow Capital Management
Beddow Capital Management holds 47 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| International Business Machines (IBM) | 5.3 | $18M | 95k | 189.83 | |
| Cabela's Incorporated | 4.8 | $16M | 275k | 58.90 | |
| Investor Ab 'b' ord | 4.6 | $16M | 448k | 34.90 | |
| Sparton Corporation | 4.5 | $15M | 622k | 24.65 | |
| Johnson & Johnson (JNJ) | 4.2 | $14M | 132k | 106.59 | |
| Autoliv (ALV) | 4.0 | $14M | 149k | 91.92 | |
| National-Oilwell Var | 3.9 | $13M | 175k | 76.10 | |
| Cimarex Energy | 3.9 | $13M | 105k | 126.53 | |
| Abb (ABBNY) | 3.8 | $13M | 572k | 22.41 | |
| Koninklijke Philips Electronics NV (PHG) | 3.7 | $12M | 392k | 31.71 | |
| Natus Medical | 3.5 | $12M | 402k | 29.51 | |
| Whiting Petroleum Corporation | 3.4 | $12M | 149k | 77.55 | |
| Merck & Co (MRK) | 3.3 | $11M | 191k | 59.28 | |
| Pfizer (PFE) | 3.2 | $11M | 372k | 29.57 | |
| Helmerich & Payne (HP) | 3.1 | $11M | 108k | 97.87 | |
| Telefonica (TEF) | 3.0 | $10M | 673k | 15.37 | |
| Columbia Sportswear Company (COLM) | 3.0 | $10M | 283k | 35.78 | |
| Resolute Energy | 2.9 | $9.8M | 1.6M | 6.27 | |
| Banco Santander (SAN) | 2.9 | $9.7M | 1.0M | 9.50 | |
| Dawson Geophysical Company | 2.8 | $9.5M | 522k | 18.18 | |
| AZZ Incorporated (AZZ) | 2.4 | $8.1M | 195k | 41.77 | |
| Powell Industries (POWL) | 2.4 | $8.0M | 195k | 40.86 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 2.3 | $7.8M | 106k | 73.63 | |
| Anglo American | 2.2 | $7.5M | 672k | 11.17 | |
| E.on (EONGY) | 2.2 | $7.4M | 405k | 18.24 | |
| Timken Company (TKR) | 2.0 | $6.9M | 162k | 42.39 | |
| Timkensteel (MTUS) | 2.0 | $6.9M | 148k | 46.49 | |
| Banco Latinoamericano De Comercio Exteri (BLX) | 2.0 | $6.8M | 222k | 30.68 | |
| Berkshire Hathaway (BRK.A) | 1.8 | $6.0M | 29.00 | 206896.55 | |
| Mesabi Trust (MSB) | 1.8 | $6.0M | 312k | 19.09 | |
| Liberty Global | 1.2 | $3.9M | 92k | 42.54 | |
| Berkshire Hathaway (BRK.B) | 0.7 | $2.5M | 18k | 138.12 | |
| Manitex International (MNTX) | 0.6 | $2.0M | 176k | 11.29 | |
| Rio Tinto (RIO) | 0.5 | $1.8M | 38k | 49.19 | |
| Now (DNOW) | 0.4 | $1.5M | 48k | 30.41 | |
| At&t (T) | 0.4 | $1.4M | 40k | 35.25 | |
| Liberty Global | 0.3 | $958k | 23k | 41.03 | |
| Telecom Argentina (TEO) | 0.2 | $729k | 36k | 20.29 | |
| Telefonica Brasil Sa | 0.2 | $675k | 34k | 19.68 | |
| Continental Resources | 0.2 | $582k | 8.8k | 66.51 | |
| 3M Company (MMM) | 0.1 | $442k | 3.1k | 141.62 | |
| Gap (GPS) | 0.1 | $321k | 7.7k | 41.69 | |
| Nordstrom (JWN) | 0.1 | $287k | 4.2k | 68.33 | |
| Keweenaw Land Assn (KEWL) | 0.1 | $280k | 2.5k | 110.15 | |
| MetLife (MET) | 0.1 | $236k | 4.4k | 53.64 | |
| CurrencyShares Swiss Franc Trust | 0.1 | $210k | 2.1k | 102.44 | |
| Exide Technologies | 0.0 | $136k | 799k | 0.17 |
