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Brandywine Global Investment Management’s MDU Resources MDU Stock Holding History

Brandywine Global Investment Management’s Portfolio MDU Stock Details MDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$11.6M Sell
596,653
-21,800
-4% -$429K 0.08% 231
2025
Q3 		$11M Sell
618,453
-22,830
-4% -$381K 0.08% 243
2025
Q2 		$10.7M Sell
641,283
-25,000
-4% -$420K 0.08% 252
2025
Q1 		$11.3M Sell
666,283
-25,710
-4% -$444K 0.08% 233
2024
Q4 		$12.5M Buy
691,993
+379,793
+122% +$6.66M 0.09% 217
2024
Q3 		$4.99M Buy
312,200
+60,913
+24% +$867K 0.03% 410
2024
Q2 		$3.49M Buy
+251,287
New +$3.47M 0.03% 472
2016
Q4 		– Sell
-1,354
Closed -$14K – 988
2016
Q3 		$14K Hold
1,354
– – ﹤0.01% 851
2016
Q2 		$13K Hold
1,354
– – ﹤0.01% 868
2016
Q1 		$11K Hold
1,354
– – ﹤0.01% 904
2015
Q4 		$10K Buy
+1,354
New +$9.38K ﹤0.01% 873
2014
Q4 		– Sell
-984
Closed -$11K – 1021
2014
Q3 		$11K Sell
984
-232,455
-100% -$2.77M ﹤0.01% 901
2014
Q2 		$3.12M Buy
233,439
+31,821
+16% +$416K 0.02% 482
2014
Q1 		$2.63M Buy
201,618
+816
+0.4% +$10.1K 0.02% 506
2013
Q4 		$2.33M Buy
200,802
+962
+0.5% +$10.8K 0.02% 515
2013
Q3 		$2.13M Sell
199,840
-789
-0.4% -$8.32K 0.02% 533
2013
Q2 		$1.98M Buy
+200,629
New +$1.93M 0.02% 535

Other funds holding MDU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Brandywine Global Investment Management's MDU Position: Q4 2025 in Review

Brandywine Global Investment Management reduced its MDU Resources (MDU) stake by 3.5% in Q4 2025, selling an estimated $429K and leaving 596,653 shares worth $11.6M. The position accounts for 0.08% of the portfolio, ranked #231.

Brandywine Global Investment Management first reported a position in MDU in Q2 2013 and has held it in 17 quarters since. The position peaked at $12.5M in Q4 2024. 416 funds tracked by Wall St. Rank hold MDU as of Q4 2025.

  • Brandywine Global Investment Management held 596,653 shares of MDU Resources worth $11.6M as of Q4 2025.
  • Brandywine Global Investment Management sold 21,800 MDU Resources shares in Q4 2025, an estimated $429K.
  • MDU Resources made up 0.08% of Brandywine Global Investment Management's portfolio in Q4 2025, its #231 holding.
  • Brandywine Global Investment Management first reported a position in MDU Resources in Q2 2013 and has held it in 17 quarters since.
  • Brandywine Global Investment Management's MDU Resources position peaked at $12.5M in Q4 2024.
  • 416 funds tracked by Wall St. Rank held MDU Resources as of Q4 2025.

Based on Brandywine Global Investment Management's 13F filing for Q4 2025, filed 11 Feb 2026.