Y-Intercept (HK)’s MDU Resources MDU Stock Holding History

Y-Intercept (HK)’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 Q2	$522K	Buy	+24,634	New	+$536K	0.01%	1304
2025 Q4	–	Sell	-14,927	Closed	-$266K	–	1827
2025 Q3	$266K	Sell	14,927 -40,475	-73%	-$676K	0.01%	1413
2025 Q2	$924K	Buy	55,402 +35,627	+180%	+$599K	0.02%	974
2025 Q1	$334K	Sell	19,775 -22,594	-53%	-$390K	0.02%	867
2024 Q4	$763K	Buy	+42,369	New	+$743K	0.05%	543
2024 Q2	–	Sell	-21,736	Closed	-$303K	–	1708
2024 Q1	$303K	Sell	21,736 -93,932	-81%	-$1.09M	0.02%	948
2023 Q4	$1.27M	Buy	115,668 +92,699	+404%	+$978K	0.12%	236
2023 Q3	$249K	Sell	22,969 -83,746	-78%	-$964K	0.02%	835
2023 Q2	$1.24M	Buy	106,715 +67,509	+172%	+$759K	0.13%	224
2023 Q1	$454K	Buy	39,206 +10,459	+36%	+$122K	0.05%	586
2022 Q4	$332K	Sell	28,747 -28,085	-49%	-$316K	0.05%	612
2022 Q3	$591K	Buy	+56,832	New	+$627K	0.06%	470
2022 Q2	–	Sell	-30,065	Closed	-$305K	–	1063
2022 Q1	$305K	Buy	+30,065	New	+$318K	0.07%	438
2021 Q2	–	Sell	-17,029	Closed	-$204K	–	782
2021 Q1	$204K	Sell	17,029 -16,136	-49%	-$176K	0.05%	556
2020 Q4	$327K	Buy	+33,165	New	+$310K	0.14%	282

Other funds holding MDU

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

HVP

Hudson Value Partners Palm Beach, Florida $399M AUM 48.26% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

AIA

Angeles Investment Advisors Santa Monica, California $1.66B AUM 23.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

Y-Intercept (HK)'s MDU Position: Q2 2026 in Review

Y-Intercept (HK) opened a new position in MDU Resources (MDU) in Q2 2026: 24,634 shares worth $522K. The stake represents 0.01% of the portfolio and ranks #1304 among its holdings. This is a return to the name: Y-Intercept (HK) previously reported a position in MDU as recently as Q3 2025.

Y-Intercept (HK) first reported a position in MDU in Q4 2020 and has held it in 15 quarters since. The position peaked at $1.27M in Q4 2023. 106 funds tracked by Wall St. Rank hold MDU as of Q2 2026.

Y-Intercept (HK) held 24,634 shares of MDU Resources worth $522K as of Q2 2026.
MDU Resources was a new Y-Intercept (HK) position in Q2 2026.
MDU Resources made up 0.01% of Y-Intercept (HK)'s portfolio in Q2 2026, its #1304 holding.
Y-Intercept (HK) first reported a position in MDU Resources in Q4 2020 and has held it in 15 quarters since.
Y-Intercept (HK)'s MDU Resources position peaked at $1.27M in Q4 2023.
106 funds tracked by Wall St. Rank held MDU Resources as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.