BEDDOW CAPITAL MANAGEMENT INC Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 47
New Positions 0
Increased Positions 12
Decreased Positions 28
Positions with Activity 40
Sold Out Positions 0
Total Mkt Value (in $ millions) 306

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

Sector Weighting

Basic Materials 2.46%
Capital Goods 6.36%
Conglomerates
Consumer Cyclical 8.95%
Consumer/Non-Cyclical 2.66%
Energy 9.7%
Financial 14.64%
Healthcare 17.19%
Services 11.29%
Technology 22.89%
Transportation
Utilities 2.04%

47 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
INVESTOR AB STOCKHOLM ORD B 16,120 -65 (0.4) 448,360
CABELAS INC COM 15,559 823 5.58 274,800
SPARTON CORP COM 15,514 -189 (1.2) 622,317
AUTOLIV INC COM 15,322 -152 (0.98) 148,860
NATUS MEDICAL INC DEL COM 14,898 -76 (0.51) 402,325
INTERNATIONAL BUSINESS MACHS COM 14,889 90 .61 95,225
JOHNSON & JOHNSON COM 13,522 -319 (2.3) 132,229
PFIZER INC COM 12,193 -116 (0.94) 371,748
COLUMBIA SPORTSWEAR CO COM 12,053 98 .82 283,130
MERCK & CO INC NEW COM 11,965 -207 (1.7) 190,468
KONINKLIJKE PHILIPS N V NY REG SH NEW 11,894 -114 (0.95) 392,407
ABB LTD SPONSORED ADR 11,345 -103 (0.9) 571,808
CIMAREX ENERGY CO COM 10,774 -305 (2.76) 104,600
TELEFONICA S A SPONSORED ADR 10,116 -60 (0.59) 673,067
NATIONAL OILWELL VARCO INC COM 10,085 -461 (4.37) 174,665
AZZ INC COM 8,307 -104 (1.23) 194,550
NESTLE S A SPONSORED ADR 8,122 -85 (1.03) 105,614
POWELL INDS INC COM 7,996 894 12.58 195,257
BANCO SANTANDER SA ADR 7,180 196 2.81 1,021,282
HELMERICH & PAYNE INC COM 6,914 -110 (1.56) 107,631