MDU — MDU Resources Group, Inc.

Ownership history in MANAGED ASSET PORTFOLIOS, LLC  ·  22 quarters on record

AI Ownership Summary

MANAGED ASSET PORTFOLIOS, LLC reported MDU Resources Group, Inc. (MDU) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 4.21% in 2024 Q1. The latest visible filing shows MDU at 2.52% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MDU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MANAGED ASSET PORTFOLIOS, LLC's position in MDU Resources Group, Inc., and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MDU was reported at 2.52% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
4.21% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MDU stock page MANAGED ASSET PORTFOLIOS, LLC fund profile MANAGED ASSET PORTFOLIOS, LLC full holdings
How MANAGED ASSET PORTFOLIOS, LLC held MDU — position size vs. price
% of Fund (quarterly)    MDU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 1,067,661 -9,471 -0.9% 2.52% $20.8M 2026-02-14 (Est.) $20.66
2025 Q3 ADDED 1,077,132 +26,631 +2.5% 2.38% $19.2M 2025-11-12 $20.89
2025 Q2 REDUCED 1,050,501 -13,745 -1.3% 2.28% $17.5M 2025-08-11 $16.11
2025 Q1 REDUCED 1,064,246 -4,474 -0.4% 2.49% $18.0M 2025-05-12 $16.21
2024 Q4 REDUCED 1,068,720 -12,510 -1.2% 2.85% $19.3M 2025-02-07 $15.95
2024 Q3 REDUCED 1,081,230 -5,341 -0.5% 4.19% $29.6M 2024-11-12 $17.22
2024 Q2 REDUCED 1,086,571 -61,865 -5.4% 4.04% $27.3M 2024-08-14 $12.75
2024 Q1 ADDED 1,148,436 +8,318 +0.7% 4.21% $28.9M 2024-05-09 $13.40
2023 Q4 ADDED 1,140,118 +18,730 +1.7% 3.42% $22.6M 2024-02-08 $10.37
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MDU

As of 2026 Q1 — sorted by position size

Hudson Value Partners, LLC 3Y 2.17% Register Financial Advisors LLC 3Y 0.67% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.53% Perpetual Ltd 3Y 7Y 0.42% Cascade Investment Advisors, Inc. 3Y 7Y 0.14% Brady Martz Wealth Solutions, LLC 0.1% Cohen Capital Management, Inc. 3Y 7Y 0.08% PRECEDENT WEALTH PARTNERS, LLC 0.06% SeaCrest Wealth Management, LLC 3Y 7Y 0.05% Hilltop National Bank 0.05%

FAQ About MANAGED ASSET PORTFOLIOS, LLC and MDU

These are the practical questions this page is built to answer before you even open the full history table.

How long has MANAGED ASSET PORTFOLIOS, LLC reported owning MDU?

MANAGED ASSET PORTFOLIOS, LLC reported MDU across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MDU position in MANAGED ASSET PORTFOLIOS, LLC's portfolio?

The largest reported portfolio weight for MDU was 4.21% in 2024 Q1.

What is the latest reported MDU position on this page?

The most recent filing on this page is 2025 Q4, when MANAGED ASSET PORTFOLIOS, LLC reported 1,067,661 shares, equal to 2.52% of portfolio, with an estimated market value of $20.8M.

What does the chart on this MDU ownership page compare?

The chart compares MANAGED ASSET PORTFOLIOS, LLC's quarterly MDU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to MANAGED ASSET PORTFOLIOS, LLC Holdings