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Kestrel Investment Management’s MDU Resources MDU Stock Holding History

Kestrel 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 		– Sell
-309,600
Closed -$5.51M – 44
2025
Q3 		$5.51M Hold
309,600
– – 3.11% 12
2025
Q2 		$5.16M Sell
309,600
-14,700
-5% -$247K 3.09% 14
2025
Q1 		$5.48M Hold
324,300
– – 3.35% 10
2024
Q4 		$5.84M Buy
+324,300
New +$5.69M 3.23% 12

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 $3.37T AUM 44.26% 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

Kestrel Investment Management's MDU Position: Q4 2025 in Review

Kestrel Investment Management sold out of MDU Resources (MDU) in Q4 2025, closing a stake of 309,600 shares — an estimated $5.51M sold.

Kestrel Investment Management first reported a position in MDU in Q4 2024 and held it in 4 quarters. The position peaked at $5.84M in Q4 2024. 416 funds tracked by Wall St. Rank hold MDU as of Q4 2025.

  • Kestrel Investment Management reported no remaining MDU Resources position as of Q4 2025 after selling out during the quarter.
  • Kestrel Investment Management sold 309,600 MDU Resources shares in Q4 2025, an estimated $5.51M.
  • Kestrel Investment Management first reported a position in MDU Resources in Q4 2024 and held it in 4 quarters.
  • Kestrel Investment Management's MDU Resources position peaked at $5.84M in Q4 2024.
  • 416 funds tracked by Wall St. Rank held MDU Resources as of Q4 2025.

Based on Kestrel Investment Management's 13F filing for Q4 2025, filed 3 Feb 2026.