BEDDOW CAPITAL MANAGEMENT INC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 49
New Positions 1
Increased Positions 23
Decreased Positions 19
Positions with Activity 42
Sold Out Positions 1
Total Mkt Value (in $ millions) 373

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

Sector Weighting

Basic Materials 3.15%
Capital Goods 6.01%
Conglomerates
Consumer Cyclical 7.15%
Consumer/Non-Cyclical 5.06%
Energy 18.79%
Financial 12.61%
Healthcare 13.02%
Services 9.04%
Technology 21.72%
Transportation
Utilities 2.14%

49 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTERNATIONAL BUSINESS MACHS COM 17,832 1,974 12.45 91,080
SPARTON CORP COM 17,627 -2,905 (14.15) 629,099
CIMAREX ENERGY CO COM 17,318 -346 (1.96) 118,017
INVESTOR AB STOCKHOLM ORD B 16,445 631 3.99 448,710
AUTOLIV INC COM 15,755 19 .12 153,180
CABELAS INC COM 14,624 131 .90 251,221
HELMERICH & PAYNE INC COM 14,178 -1,698 (10.69) 121,990
JOHNSON & JOHNSON COM 14,004 -105 (0.75) 137,144
ABB LTD SPONSORED ADR 13,910 -58 (0.41) 579,583
NATIONAL OILWELL VARCO INC COM 13,871 25 .18 163,770
WHITING PETE CORP NEW COM 13,632 -148 (1.08) 155,262
DAWSON GEOPHYSICAL CO COM 13,243 -161 (1.2) 511,715
KONINKLIJKE PHILIPS N V NY REG SH NEW 12,124 -85 (0.7) 383,180
NATUS MEDICAL INC DEL COM 11,635 -230 (1.94) 404,125
PFIZER INC COM 11,489 -291 (2.47) 381,709
MERCK & CO INC NEW COM 11,416 -515 (4.32) 196,932
TELEFONICA S A SPONSORED ADR 11,072 405 3.80 671,466
RESOLUTE ENERGY CORP COM 11,029 896 8.85 1,415,828
COLUMBIA SPORTSWEAR CO COM 10,912 -614 (5.33) 141,460
DARLING INGREDIENTS INC COM 10,695 -344 (3.12) 555,850