Beddow Capital Management as of Sept. 30, 2011
Portfolio Holdings for Beddow Capital Management
Beddow Capital Management holds 48 positions in its portfolio as reported in the September 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| International Business Machines (IBM) | 6.1 | $15M | 86k | 174.87 | |
| Cabela's Incorporated | 5.6 | $14M | 669k | 20.49 | |
| Telefonica (TEF) | 4.3 | $11M | 561k | 19.12 | |
| Johnson & Johnson (JNJ) | 4.3 | $11M | 166k | 63.69 | |
| Dawson Geophysical Company | 3.9 | $9.7M | 410k | 23.58 | |
| Exide Technologies | 3.9 | $9.6M | 2.4M | 4.00 | |
| Columbia Sportswear Company (COLM) | 3.9 | $9.6M | 207k | 46.40 | |
| Abb (ABBNY) | 3.9 | $9.5M | 556k | 17.08 | |
| National-Oilwell Var | 3.6 | $8.9M | 175k | 51.22 | |
| Pfizer (PFE) | 3.5 | $8.7M | 490k | 17.68 | |
| Anglo American | 3.5 | $8.5M | 492k | 17.36 | |
| Merck & Co | 3.1 | $7.8M | 238k | 32.70 | |
| Investor Ab 'b' ord | 3.0 | $7.5M | 418k | 17.98 | |
| Cimarex Energy | 3.0 | $7.4M | 133k | 55.70 | |
| Darling International (DAR) | 3.0 | $7.4M | 585k | 12.59 | |
| Helmerich & Payne (HP) | 2.9 | $7.2M | 178k | 40.60 | |
| E.on (EONGY) | 2.5 | $6.1M | 279k | 22.00 | |
| Mesabi Trust (MSB) | 2.4 | $6.0M | 289k | 20.85 | |
| Koninklijke Philips Electronics NV (PHG) | 2.4 | $5.9M | 329k | 17.94 | |
| Toyota Industries Corporation ord (TYIDF) | 2.4 | $5.9M | 199k | 29.58 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 2.4 | $5.8M | 105k | 55.16 | |
| AZZ Incorporated (AZZ) | 2.2 | $5.5M | 143k | 38.77 | |
| Powell Industries (POWL) | 2.2 | $5.5M | 177k | 30.97 | |
| Whiting Petroleum Corporation | 2.1 | $5.3M | 150k | 35.08 | |
| Banco Santander (SAN) | 1.9 | $4.7M | 588k | 8.04 | |
| Denbury Resources | 1.9 | $4.7M | 409k | 11.50 | |
| Banco Latinoamericano De Comercio Exteri (BLX) | 1.8 | $4.5M | 295k | 15.23 | |
| Autoliv (ALV) | 1.8 | $4.5M | 92k | 48.50 | |
| Sparton Corporation | 1.8 | $4.4M | 699k | 6.28 | |
| Natus Medical | 1.6 | $3.8M | 403k | 9.51 | |
| Millea Holdings | 1.6 | $3.8M | 149k | 25.74 | |
| Berkshire Hathaway (BRK.A) | 1.2 | $3.0M | 28.00 | 106785.71 | |
| GlaxoSmithKline | 0.9 | $2.3M | 55k | 41.29 | |
| Rio Tinto (RIO) | 0.8 | $1.9M | 43k | 44.07 | |
| Liberty Global | 0.6 | $1.5M | 41k | 36.18 | |
| General Electric Company | 0.6 | $1.5M | 95k | 15.22 | |
| Berkshire Hathaway Inc. Class B | 0.6 | $1.4M | 19k | 71.02 | |
| At&t Corp | 0.5 | $1.3M | 46k | 28.52 | |
| Williams-Sonoma (WSM) | 0.4 | $971k | 32k | 30.78 | |
| Deutsche Bank Ag-registered (DB) | 0.4 | $959k | 28k | 34.61 | |
| CurrencyShares Swiss Franc Trust | 0.4 | $905k | 8.3k | 109.04 | |
| BP (BP) | 0.3 | $762k | 21k | 36.08 | |
| Canon (CAJPY) | 0.3 | $722k | 16k | 45.27 | |
| Toyota Motor Corporation (TM) | 0.1 | $351k | 5.1k | 68.29 | |
| Keweenaw Land Assn (KEWL) | 0.1 | $342k | 3.8k | 90.00 | |
| Nordstrom (JWN) | 0.1 | $228k | 5.0k | 45.60 | |
| Jefferies | 0.1 | $124k | 10k | 12.40 | |
| Oppenheimer Capital Income Fun mfund | 0.1 | $114k | 14k | 8.47 |
