Hotchkis & Wiley Capital Management
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Hotchkis & Wiley Capital Management’s MDU Resources MDU Stock Holding History

Hotchkis & Wiley Capital 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
2026
Q1 		– Sell
-1,177,200
Closed -$23M – 503
2025
Q4 		$23M Sell
1,177,200
-233,970
-17% -$4.6M 0.07% 108
2025
Q3 		$25.1M Sell
1,411,170
-126,380
-8% -$2.11M 0.08% 108
2025
Q2 		$25.6M Buy
1,537,550
+806,590
+110% +$13.6M 0.08% 107
2025
Q1 		$12.4M Buy
+730,960
New +$12.6M 0.04% 157

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hotchkis & Wiley Capital Management's MDU Position: Q1 2026 in Review

Hotchkis & Wiley Capital Management sold out of MDU Resources (MDU) in Q1 2026, closing a stake of 1,177,200 shares — an estimated $23M sold.

Hotchkis & Wiley Capital Management first reported a position in MDU in Q1 2025 and held it in 4 quarters. The position peaked at $25.6M in Q2 2025. 419 funds tracked by Wall St. Rank hold MDU as of Q1 2026.

  • Hotchkis & Wiley Capital Management reported no remaining MDU Resources position as of Q1 2026 after selling out during the quarter.
  • Hotchkis & Wiley Capital Management sold 1,177,200 MDU Resources shares in Q1 2026, an estimated $23M.
  • Hotchkis & Wiley Capital Management first reported a position in MDU Resources in Q1 2025 and held it in 4 quarters.
  • Hotchkis & Wiley Capital Management's MDU Resources position peaked at $25.6M in Q2 2025.
  • 419 funds tracked by Wall St. Rank held MDU Resources as of Q1 2026.

Based on Hotchkis & Wiley Capital Management's 13F filing for Q1 2026, filed 15 May 2026.