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Pertento Partners’s MDU Resources MDU Stock Holding History

Pertento Partners’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
Q3 		– Sell
-3,155,743
Closed -$52.6M – 20
2025
Q2 		$52.6M Hold
3,155,743
– – 4.71% 7
2025
Q1 		$53.4M Buy
3,155,743
+165,599
+6% +$2.86M 5.59% 7
2024
Q4 		$53.9M Buy
2,990,144
+154,442
+5% +$2.71M 4.56% 9
2024
Q3 		$43.1M Buy
2,835,702
+942,067
+50% +$13.4M 4.74% 10
2024
Q2 		$26.3M Buy
+1,893,635
New +$26.2M 2.66% 16

Other funds holding MDU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Pertento Partners's MDU Position: Q3 2025 in Review

Pertento Partners sold out of MDU Resources (MDU) in Q3 2025, closing a stake of 3,155,743 shares — an estimated $52.6M sold.

Pertento Partners first reported a position in MDU in Q2 2024 and held it in 5 quarters. The position peaked at $53.9M in Q4 2024. 406 funds tracked by Wall St. Rank hold MDU as of Q3 2025.

  • Pertento Partners reported no remaining MDU Resources position as of Q3 2025 after selling out during the quarter.
  • Pertento Partners sold 3,155,743 MDU Resources shares in Q3 2025, an estimated $52.6M.
  • Pertento Partners first reported a position in MDU Resources in Q2 2024 and held it in 5 quarters.
  • Pertento Partners's MDU Resources position peaked at $53.9M in Q4 2024.
  • 406 funds tracked by Wall St. Rank held MDU Resources as of Q3 2025.

Based on Pertento Partners's 13F filing for Q3 2025, filed 13 Nov 2025.