MDU β€” MDU RES GROUP

Ownership history in EARNEST PARTNERS LLC  Β·  27 quarters on record

This page tracks every 13F SEC filing in which EARNEST PARTNERS LLC reported a position in MDU RES GROUP (MDU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.83% (2025 Q4)
πŸ“Š Avg. % of fund
0.03%
πŸ“… First filed
2016 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
27

Position Intelligence

EARNEST PARTNERS LLC Γ— MDU AI Analytics

πŸ“ˆ EARNEST PARTNERS LLC outperformed the S&P 500 by +10.9% annually on this MDU position. Average cost basis: $19.16. Maximum drawdown during holding period: –27.1%.

πŸ“ˆ Position Alpha vs SPY
+10.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 10.9% per year on this position.
4 quarters analyzed

πŸ’° Entry Quality
$19.16
+1.2% vs current ($19.39)

Best entry: $17.57 (2025 Q3)  Β·  Worst: $19.39 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–27.1%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
100%
buy-side decisions

3 adds Β· 0 trims. Bought during 0 of 7 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ EARNEST PARTNERS LLC has been actively increasing its MDU allocation β€” a bullish signal from insiders.
Currently 0.83% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    MDU price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 9,946,196 +8,668,137 +678.2% 0.83% $194.1M $19.39
2025 Q3 ADDED 1,278,059 +1,277,938 +1056147.1% 0.10% $22.8M $17.57
2023 Q3 UNCHANGED 121 β€” 0% 0.00% $2K $10.14
2023 Q2 UNCHANGED 121 β€” 0% 0.00% $3K $10.78
2023 Q1 UNCHANGED 121 β€” 0% 0.00% $4K $10.65
2022 Q4 UNCHANGED 121 β€” 0% 0.00% $4K $10.53
2022 Q3 UNCHANGED 121 β€” 0% 0.00% $3K $9.42
2022 Q2 UNCHANGED 121 β€” 0% 0.00% $3K $9.23
2022 Q1 UNCHANGED 121 β€” 0% 0.00% $3K $9.04
2021 Q4 UNCHANGED 121 β€” 0% 0.00% $4K $10.38
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MDU

As of 2025 Q4 β€” sorted by position size

MANAGED ASSET PORTFOLIOS, LLC 3Y 7Y 2.52% Hudson Value Partners, LLC 3Y 2.0% DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 3Y 7Y 1.48% Cascade Investment Advisors, Inc. 3Y 7Y 1.14% JOHN G ULLMAN & ASSOCIATES INC 3Y 7Y 1.01% River Road Asset Management, LLC 3Y 7Y 1.01% Bragg Financial Advisors, Inc 3Y 7Y 0.91% HITE Hedge Asset Management LLC 3Y 7Y 0.86% Yaupon Capital Management LP 3Y 7Y 0.85% BARROW HANLEY MEWHINNEY & STRAUSS LLC 3Y 7Y 0.84%
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