Beddow Capital Management as of June 30, 2015
Portfolio Holdings for Beddow Capital Management
Beddow Capital Management holds 41 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Sparton Corporation | 5.6 | $16M | 585k | 27.32 | |
| International Business Machines (IBM) | 5.4 | $16M | 95k | 162.66 | |
| Investor Ab 'b' ord | 5.0 | $14M | 379k | 37.41 | |
| Cabela's Incorporated | 4.8 | $14M | 274k | 49.98 | |
| Autoliv (ALV) | 4.5 | $13M | 111k | 116.75 | |
| Natus Medical | 4.3 | $12M | 290k | 42.56 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 4.1 | $12M | 162k | 72.23 | |
| Abb (ABBNY) | 4.1 | $12M | 556k | 20.88 | |
| Columbia Sportswear Company (COLM) | 4.0 | $11M | 187k | 60.46 | |
| Johnson & Johnson (JNJ) | 3.9 | $11M | 114k | 97.46 | |
| Pfizer (PFE) | 3.7 | $11M | 319k | 33.53 | |
| Koninklijke Philips Electronics NV (PHG) | 3.5 | $10M | 396k | 25.46 | |
| Merck & Co (MRK) | 3.3 | $9.4M | 166k | 56.93 | |
| Cimarex Energy | 3.3 | $9.4M | 85k | 110.31 | |
| AZZ Incorporated (AZZ) | 3.3 | $9.4M | 181k | 51.80 | |
| Telefonica (TEF) | 3.3 | $9.3M | 658k | 14.20 | |
| Dawson Geophysical Company | 3.1 | $8.9M | 1.9M | 4.70 | |
| National-Oilwell Var | 2.8 | $8.1M | 168k | 48.28 | |
| Timkensteel (MTUS) | 2.7 | $7.8M | 290k | 26.99 | |
| Powell Industries (POWL) | 2.6 | $7.5M | 214k | 35.17 | |
| Manitex International (MNTX) | 2.6 | $7.4M | 967k | 7.64 | |
| Helmerich & Payne (HP) | 2.5 | $7.1M | 100k | 70.42 | |
| Banco Latinoamericano De Comercio Exteri (BLX) | 2.4 | $6.8M | 210k | 32.18 | |
| Berkshire Hathaway (BRK.A) | 1.9 | $5.5M | 27.00 | 204851.85 | |
| Timken Company (TKR) | 1.9 | $5.5M | 149k | 36.57 | |
| Liberty Global | 1.9 | $5.4M | 99k | 54.07 | |
| Whiting Petroleum Corporation | 1.9 | $5.4M | 160k | 33.60 | |
| E.on (EONGY) | 1.8 | $5.2M | 384k | 13.41 | |
| Mesabi Trust (MSB) | 1.5 | $4.3M | 316k | 13.60 | |
| Berkshire Hathaway (BRK.B) | 1.2 | $3.4M | 25k | 136.11 | |
| Now (DNOW) | 0.9 | $2.5M | 127k | 19.91 | |
| Rio Tinto (RIO) | 0.5 | $1.4M | 33k | 41.21 | |
| At&t (T) | 0.5 | $1.3M | 36k | 35.52 | |
| Resolute Energy | 0.3 | $819k | 844k | 0.97 | |
| Continental Resources | 0.3 | $808k | 19k | 42.41 | |
| 3M Company (MMM) | 0.2 | $451k | 2.9k | 154.40 | |
| Liberty Global | 0.1 | $438k | 8.7k | 50.64 | |
| Nordstrom (JWN) | 0.1 | $313k | 4.2k | 74.52 | |
| Gap (GAP) | 0.1 | $294k | 7.7k | 38.18 | |
| Keweenaw Land Assn (KEWL) | 0.1 | $278k | 2.9k | 96.13 | |
| MetLife (MET) | 0.1 | $213k | 3.8k | 56.05 |
