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 |
