BEDDOW CAPITAL MANAGEMENT INC Information

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

Report Date: 03/31/2015

Position Statistics

Total Positions 45
New Positions 1
Increased Positions 14
Decreased Positions 29
Positions with Activity 43
Sold Out Positions 5
Total Mkt Value (in $ millions) 295

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

Sector Weighting

Basic Materials 0.65%
Capital Goods 8.99%
Conglomerates
Consumer Cyclical 8.89%
Consumer/Non-Cyclical 4.12%
Energy 9.03%
Financial 11.94%
Healthcare 15.43%
Services 10.75%
Technology 24.2%
Transportation
Utilities 2.08%

45 Positions as of 03/31/2015

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INTERNATIONAL BUSINESS MACHS COM 16,494 -696 (4.05) 95,155
SPARTON CORP COM 15,653 -674 (4.13) 593,382
AUTOLIV INC COM 15,401 -4,134 (21.16) 117,790
INVESTOR AB STOCKHOLM ORD B 15,056 -2,465 (14.07) 383,105
CABELAS INC COM 14,112 -636 (4.31) 268,795
NATUS MEDICAL INC DEL COM 12,479 -1,501 (10.74) 344,140
ABB LTD SPONSORED ADR 12,272 -268 (2.14) 559,598
NESTLE S A SPONSORED ADR 12,154 3,903 47.31 155,360
JOHNSON & JOHNSON COM 11,666 -1,027 (8.09) 113,900
CIMAREX ENERGY CO COM 11,355 -1,139 (9.11) 94,840
PFIZER INC COM 11,209 -1,310 (10.47) 326,208
COLUMBIA SPORTSWEAR CO COM 10,824 -4,834 (30.87) 191,195
KONINKLIJKE PHILIPS N V NY REG SH NEW 10,678 -194 (1.79) 381,097
MERCK & CO INC NEW COM 10,185 -985 (8.82) 169,474
TELEFONICA S A SPONSORED ADR 9,652 -465 (4.6) 652,598
AZZ INC COM 9,115 -441 (4.61) 184,625
TIMKENSTEEL CORP COM 8,850 1,794 25.43 279,174
NATIONAL OILWELL VARCO INC COM 8,596 -382 (4.25) 167,240
HELMERICH & PAYNE INC COM 7,626 -264 (3.35) 100,981
POWELL INDS INC COM 7,207 39 .54 196,637