Beddow Capital Management as of March 31, 2012
Portfolio Holdings for Beddow Capital Management
Beddow Capital Management holds 49 positions in its portfolio as reported in the March 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cabela's Incorporated | 5.7 | $17M | 448k | 38.15 | |
| International Business Machines (IBM) | 5.2 | $15M | 74k | 208.64 | |
| Dawson Geophysical Company | 4.6 | $14M | 398k | 34.35 | |
| National-Oilwell Var | 4.4 | $13M | 165k | 79.47 | |
| Abb (ABBNY) | 3.8 | $11M | 555k | 20.41 | |
| Johnson & Johnson (JNJ) | 3.7 | $11M | 166k | 65.96 | |
| Pfizer (PFE) | 3.6 | $11M | 474k | 22.65 | |
| Cimarex Energy | 3.5 | $11M | 139k | 75.47 | |
| Darling International (DAR) | 3.5 | $10M | 596k | 17.42 | |
| Columbia Sportswear Company (COLM) | 3.2 | $9.6M | 202k | 47.45 | |
| Helmerich & Payne (HP) | 3.1 | $9.4M | 174k | 53.95 | |
| Anglo American | 3.1 | $9.3M | 500k | 18.67 | |
| Telefonica (TEF) | 3.0 | $9.1M | 554k | 16.41 | |
| Investor Ab 'b' ord | 3.0 | $9.0M | 407k | 22.13 | |
| Merck & Co | 3.0 | $9.0M | 234k | 38.40 | |
| Autoliv (ALV) | 2.9 | $8.7M | 130k | 67.05 | |
| Mesabi Trust (MSB) | 2.8 | $8.3M | 272k | 30.64 | |
| Whiting Petroleum Corporation | 2.8 | $8.2M | 152k | 54.30 | |
| Exide Technologies | 2.8 | $8.2M | 2.6M | 3.13 | |
| Denbury Resources | 2.6 | $7.7M | 422k | 18.23 | |
| Koninklijke Philips Electronics NV (PHG) | 2.4 | $7.3M | 357k | 20.35 | |
| AZZ Incorporated (AZZ) | 2.4 | $7.2M | 140k | 51.64 | |
| E.on (EONGY) | 2.3 | $6.9M | 289k | 24.00 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 2.3 | $6.8M | 108k | 62.84 | |
| Sparton Corporation | 2.3 | $6.8M | 706k | 9.60 | |
| Powell Industries (POWL) | 2.2 | $6.6M | 193k | 34.25 | |
| Banco Latinoamericano De Comercio Exteri (BLX) | 2.1 | $6.2M | 295k | 21.11 | |
| Natus Medical | 1.6 | $4.8M | 405k | 11.93 | |
| Banco Santander (SAN) | 1.6 | $4.8M | 620k | 7.67 | |
| Toyota Industries Corporation ord (TYIDF) | 1.5 | $4.4M | 146k | 30.28 | |
| Berkshire Hathaway (BRK.A) | 1.1 | $3.3M | 27.00 | 121888.89 | |
| Timken Company (TKR) | 1.1 | $3.1M | 62k | 50.74 | |
| Millea Holdings | 1.0 | $2.9M | 105k | 27.60 | |
| GlaxoSmithKline | 0.8 | $2.5M | 55k | 44.91 | |
| Rio Tinto (RIO) | 0.8 | $2.5M | 45k | 55.60 | |
| Liberty Global | 0.7 | $2.0M | 39k | 50.07 | |
| At&t Corp | 0.5 | $1.5M | 49k | 31.22 | |
| Berkshire Hathaway Inc. Class B | 0.5 | $1.4M | 17k | 81.12 | |
| General Electric Company | 0.5 | $1.3M | 66k | 20.08 | |
| BP (BP) | 0.4 | $1.2M | 27k | 45.01 | |
| CurrencyShares Swiss Franc Trust | 0.3 | $981k | 9.0k | 109.30 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $851k | 19k | 46.00 | |
| Deutsche Bank Ag-registered (DB) | 0.2 | $733k | 15k | 49.79 | |
| Canon (CAJPY) | 0.2 | $701k | 15k | 47.69 | |
| Williams-Sonoma (WSM) | 0.1 | $367k | 9.8k | 37.45 | |
| Keweenaw Land Assn (KEWL) | 0.1 | $293k | 3.9k | 75.09 | |
| Nordstrom (JWN) | 0.1 | $234k | 4.2k | 55.71 | |
| 3M Company (MMM) | 0.1 | $210k | 2.4k | 89.36 | |
| Gap (GAP) | 0.1 | $201k | 7.7k | 26.10 |
