Westport Asset Management’s MDU Resources MDU Stock Holding History

Westport Asset 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	$725K	Hold	35,000	–	–	0.32%	50
2025 Q4	$623K	Hold	35,000	–	–	0.26%	50
2025 Q3	$623K	Hold	35,000	–	–	0.26%	50
2025 Q2	$583K	Hold	35,000	–	–	0.26%	52
2025 Q1	$592K	Hold	35,000	–	–	0.29%	48
2024 Q4	$631K	Buy	35,000 +7,925	+29%	+$139K	0.3%	47
2024 Q3	$228K	Buy	27,075 +18,050	+200%	+$257K	0.11%	62
2024 Q2	$126K	Hold	9,025	–	–	0.06%	66
2024 Q1	$126K	Hold	9,025	–	–	0.06%	65
2023 Q4	$99K	Hold	9,025	–	–	0.05%	65
2023 Q3	$97.9K	Hold	9,025	–	–	0.06%	64
2023 Q2	$105K	Buy	+9,025	New	+$102K	0.06%	63

Other funds holding MDU

BlackRock New York $5.7T 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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 New York $1.66T AUM 25.57% 1-Year Est. Return