Beddow Capital Management as of June 30, 2014
Portfolio Holdings for Beddow Capital Management
Beddow Capital Management holds 47 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sparton Corporation | 4.8 | $18M | 630k | 27.74 | |
| International Business Machines (IBM) | 4.7 | $17M | 95k | 181.27 | |
| Investor Ab 'b' ord | 4.6 | $17M | 450k | 37.80 | |
| Cabela's Incorporated | 4.4 | $16M | 260k | 62.40 | |
| Autoliv (ALV) | 4.4 | $16M | 150k | 106.58 | |
| Cimarex Energy | 4.2 | $15M | 108k | 143.46 | |
| National-Oilwell Var | 4.1 | $15M | 183k | 82.35 | |
| Dawson Geophysical Company | 4.1 | $15M | 521k | 28.65 | |
| Johnson & Johnson (JNJ) | 3.9 | $14M | 135k | 104.62 | |
| Resolute Energy | 3.7 | $14M | 1.6M | 8.64 | |
| Abb (ABBNY) | 3.6 | $13M | 577k | 23.02 | |
| Helmerich & Payne (HP) | 3.5 | $13M | 109k | 116.11 | |
| Koninklijke Philips Electronics NV (PHG) | 3.4 | $13M | 396k | 31.76 | |
| Whiting Petroleum Corporation | 3.4 | $12M | 154k | 80.25 | |
| Telefonica (TEF) | 3.2 | $12M | 677k | 17.16 | |
| Columbia Sportswear Company (COLM) | 3.2 | $12M | 140k | 82.65 | |
| Powell Industries (POWL) | 3.1 | $11M | 173k | 65.38 | |
| Merck & Co (MRK) | 3.0 | $11M | 194k | 57.85 | |
| Pfizer (PFE) | 3.0 | $11M | 375k | 29.68 | |
| Timken Company (TKR) | 3.0 | $11M | 164k | 67.84 | |
| Banco Santander (SAN) | 2.8 | $10M | 993k | 10.42 | |
| Natus Medical | 2.8 | $10M | 404k | 25.14 | |
| AZZ Incorporated (AZZ) | 2.5 | $9.1M | 197k | 46.08 | |
| E.on (EONGY) | 2.3 | $8.4M | 408k | 20.67 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 2.3 | $8.3M | 107k | 77.67 | |
| Anglo American | 2.3 | $8.3M | 679k | 12.23 | |
| Banco Latinoamericano De Comercio Exteri (BLX) | 1.8 | $6.7M | 224k | 29.67 | |
| Mesabi Trust (MSB) | 1.7 | $6.2M | 316k | 19.57 | |
| Berkshire Hathaway (BRK.A) | 1.5 | $5.5M | 29.00 | 189896.55 | |
| Liberty Global | 1.0 | $3.6M | 82k | 44.22 | |
| Berkshire Hathaway (BRK.B) | 0.6 | $2.3M | 18k | 126.53 | |
| Rio Tinto (RIO) | 0.6 | $2.1M | 39k | 54.29 | |
| Now (DNOW) | 0.4 | $1.6M | 45k | 36.21 | |
| At&t (T) | 0.4 | $1.4M | 41k | 35.36 | |
| Timkensteel (MTUS) | 0.3 | $1.2M | 31k | 38.54 | |
| Liberty Global | 0.3 | $1.1M | 26k | 42.32 | |
| Telecom Argentina (TEO) | 0.3 | $1.1M | 46k | 23.56 | |
| Manitex International (MNTX) | 0.2 | $761k | 47k | 16.23 | |
| Telefonica Brasil Sa | 0.2 | $765k | 37k | 20.52 | |
| Continental Resources | 0.2 | $691k | 4.4k | 157.94 | |
| 3M Company (MMM) | 0.1 | $447k | 3.1k | 143.22 | |
| Gap (GAP) | 0.1 | $320k | 7.7k | 41.56 | |
| Nordstrom (JWN) | 0.1 | $285k | 4.2k | 67.86 | |
| Exide Technologies | 0.1 | $262k | 1.0M | 0.25 | |
| MetLife (MET) | 0.1 | $211k | 3.8k | 55.53 | |
| Keweenaw Land Assn (KEWL) | 0.1 | $236k | 2.5k | 92.84 | |
| CurrencyShares Swiss Franc Trust | 0.1 | $226k | 2.1k | 110.24 |
