BEDDOW CAPITAL MANAGEMENT INC Information

250 HEALDSBURG AVE., HEALDSBURG, California, 95448, (707) 431-0700

Report Date: 06/30/2014

Position Statistics

Total Positions 48
New Positions 0
Increased Positions 25
Decreased Positions 18
Positions with Activity 43
Sold Out Positions 1
Total Mkt Value (in $ millions) 358

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.2%
Capital Goods 6.67%
Conglomerates
Consumer Cyclical 7.44%
Consumer/Non-Cyclical 2.29%
Energy 17.73%
Financial 13.3%
Healthcare 13.27%
Services 9.77%
Technology 22.36%
Transportation
Utilities 2.09%

48 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SPARTON CORP COM 18,544 23 .13 629,883
INTERNATIONAL BUSINESS MACHS COM 17,993 679 3.92 94,650
CABELAS INC COM 16,132 561 3.60 260,271
INVESTOR AB STOCKHOLM ORD B 16,003 52 .32 450,160
AUTOLIV INC COM 15,566 -294 (1.85) 150,340
NATIONAL OILWELL VARCO INC COM 15,314 1,583 11.53 182,655
CIMAREX ENERGY CO COM 14,513 -1,410 (8.86) 107,565
JOHNSON & JOHNSON COM 13,969 -186 (1.31) 135,344
WHITING PETE CORP NEW COM 13,430 -91 (0.68) 154,212
ABB LTD SPONSORED ADR 13,086 -59 (0.45) 576,983
DAWSON GEOPHYSICAL CO COM 12,016 206 1.74 520,623
KONINKLIJKE PHILIPS N V NY REG SH NEW 12,000 394 3.39 396,172
RESOLUTE ENERGY CORP COM 11,825 1,121 10.47 1,564,100
MERCK & CO INC NEW COM 11,525 -188 (1.61) 193,768
NATUS MEDICAL INC DEL COM 11,153 7 .06 404,375
COLUMBIA SPORTSWEAR CO COM 11,063 -82 (0.74) 140,415
HELMERICH & PAYNE INC COM 11,049 -1,278 (10.37) 109,341
PFIZER INC COM 10,842 -186 (1.69) 375,273
TELEFONICA S A SPONSORED ADR 10,576 88 .84 677,076
BANCO SANTANDER SA ADR 9,625 428 4.65 993,339