Ownership history in River Road Asset Management, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which River Road Asset Management, LLC reported a position in MDU Resources Group Inc (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.
π River Road Asset Management, LLC outperformed the S&P 500 by +3.7% annually on this MDU position. Timing score: 58% (7/12 decisions correct). Average cost basis: $14.34. Maximum drawdown during holding period: β5.9%.
β
Outperformed SPY on this position by 3.7% ann.
9 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 12 add/trim decisions correct
Best entry: $9.23 (2022 Q2) Β· Worst: $17.57 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 5 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
π River Road Asset Management, LLC has been actively increasing its MDU allocation β a bullish signal from insiders.
Currently 1.01% of portfolio
β 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.
As of 2025 Q4 β sorted by position size