Beddow Capital Management as of June 30, 2012
Portfolio Holdings for Beddow Capital Management
Beddow Capital Management holds 49 positions in its portfolio as reported in the June 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cabela's Incorporated | 5.3 | $15M | 389k | 37.81 | |
| International Business Machines (IBM) | 5.0 | $14M | 72k | 195.58 | |
| Dawson Geophysical Company | 4.2 | $12M | 482k | 23.82 | |
| Johnson & Johnson (JNJ) | 4.0 | $11M | 164k | 67.56 | |
| Pfizer (PFE) | 3.9 | $11M | 472k | 23.00 | |
| Columbia Sportswear Company (COLM) | 3.8 | $10M | 193k | 53.62 | |
| Abb (ABBNY) | 3.7 | $10M | 634k | 16.32 | |
| National-Oilwell Var | 3.7 | $10M | 159k | 64.44 | |
| Darling International (DAR) | 3.6 | $9.9M | 602k | 16.49 | |
| Merck & Co | 3.5 | $9.7M | 233k | 41.75 | |
| Exide Technologies | 3.2 | $9.0M | 2.7M | 3.36 | |
| Koninklijke Philips Electronics NV (PHG) | 3.0 | $8.4M | 427k | 19.67 | |
| Anglo American | 3.0 | $8.3M | 504k | 16.38 | |
| AZZ Incorporated (AZZ) | 2.9 | $8.1M | 132k | 61.26 | |
| Investor Ab 'b' ord | 2.8 | $7.8M | 411k | 19.07 | |
| Cimarex Energy | 2.8 | $7.7M | 140k | 55.12 | |
| Telefonica (TEF) | 2.8 | $7.7M | 588k | 13.10 | |
| Helmerich & Payne (HP) | 2.7 | $7.6M | 174k | 43.48 | |
| Mesabi Trust (MSB) | 2.7 | $7.5M | 272k | 27.49 | |
| Sparton Corporation | 2.6 | $7.3M | 738k | 9.90 | |
| Autoliv (ALV) | 2.6 | $7.2M | 132k | 54.66 | |
| Powell Industries (POWL) | 2.6 | $7.2M | 193k | 37.36 | |
| E.on (EONGY) | 2.4 | $6.7M | 315k | 21.44 | |
| Denbury Resources | 2.4 | $6.6M | 439k | 15.11 | |
| Whiting Petroleum Corporation | 2.4 | $6.6M | 160k | 41.12 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 2.3 | $6.5M | 108k | 59.75 | |
| Banco Latinoamericano De Comercio Exteri (BLX) | 2.2 | $6.0M | 279k | 21.43 | |
| Natus Medical | 1.7 | $4.8M | 410k | 11.62 | |
| Timken Company (TKR) | 1.6 | $4.3M | 95k | 45.79 | |
| Berkshire Hathaway (BRK.A) | 1.5 | $4.2M | 34.00 | 124941.18 | |
| Toyota Industries Corporation ord (TYIDF) | 1.4 | $3.9M | 139k | 28.32 | |
| Banco Santander (SAN) | 1.4 | $3.9M | 591k | 6.56 | |
| GlaxoSmithKline | 0.9 | $2.5M | 54k | 45.58 | |
| Rio Tinto (RIO) | 0.8 | $2.1M | 44k | 47.81 | |
| Liberty Global | 0.7 | $1.9M | 39k | 49.62 | |
| Berkshire Hathaway Inc. Class B | 0.5 | $1.4M | 17k | 83.34 | |
| Millea Holdings | 0.5 | $1.4M | 56k | 24.88 | |
| At&t Corp | 0.5 | $1.3M | 36k | 35.66 | |
| General Electric Company | 0.4 | $1.1M | 53k | 20.83 | |
| BP (BP) | 0.4 | $1.1M | 27k | 40.54 | |
| CurrencyShares Swiss Franc Trust | 0.3 | $932k | 9.0k | 103.84 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $666k | 19k | 35.71 | |
| Canon (CAJPY) | 0.2 | $567k | 14k | 39.93 | |
| Deutsche Bank Ag-registered (DB) | 0.2 | $460k | 13k | 36.16 | |
| Keweenaw Land Assn (KEWL) | 0.1 | $334k | 4.5k | 75.02 | |
| Williams-Sonoma (WSM) | 0.1 | $264k | 7.6k | 34.97 | |
| 3M Company (MMM) | 0.1 | $211k | 2.4k | 89.79 | |
| Nordstrom (JWN) | 0.1 | $209k | 4.2k | 49.76 | |
| Gap (GPS) | 0.1 | $211k | 7.7k | 27.40 |
