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) 353

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

Sector Weighting

Basic Materials 2.95%
Capital Goods 6.52%
Conglomerates
Consumer Cyclical 7.13%
Consumer/Non-Cyclical 2.26%
Energy 17.29%
Financial 13.93%
Healthcare 14.02%
Services 9.96%
Technology 21.8%
Transportation
Utilities 2.16%

48 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTERNATIONAL BUSINESS MACHS COM 18,362 693 3.92 94,650
INVESTOR AB STOCKHOLM ORD B 16,183 52 .32 450,160
CABELAS INC COM 15,916 553 3.60 260,271
SPARTON CORP COM 15,338 19 .13 629,883
AUTOLIV INC COM 14,666 -277 (1.85) 150,340
NATIONAL OILWELL VARCO INC COM 14,654 1,515 11.53 182,655
JOHNSON & JOHNSON COM 14,616 -194 (1.31) 135,344
CIMAREX ENERGY CO COM 14,367 -1,396 (8.86) 107,565
ABB LTD SPONSORED ADR 13,271 -60 (0.45) 576,983
WHITING PETE CORP NEW COM 12,372 -84 (0.68) 154,212
KONINKLIJKE PHILIPS N V NY REG SH NEW 12,099 397 3.39 396,172
NATUS MEDICAL INC DEL COM 11,723 7 .06 404,375
MERCK & CO INC NEW COM 11,721 -191 (1.61) 193,768
DAWSON GEOPHYSICAL CO COM 11,547 198 1.74 520,623
PFIZER INC COM 11,408 -196 (1.69) 375,273
RESOLUTE ENERGY CORP COM 11,074 1,050 10.47 1,564,100
HELMERICH & PAYNE INC COM 11,057 -1,279 (10.37) 109,341
TELEFONICA S A SPONSORED ADR 10,671 88 .84 677,076
COLUMBIA SPORTSWEAR CO COM 10,517 -78 (0.74) 140,415
BANCO SANTANDER SA ADR 9,844 438 4.65 993,339