L3VLUP
Quarter end
30 Sep 2024
the date the book describes
Filed
14 Nov 2024
latest of these filings; the earliest 12 Nov 2024
Managers listing it
3
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q2 2024 and Q3 2024; 2 listed it in both
Shares listed
2,327,866
combined, among listed positions
Reported value
$64m
combined, at the quarter end

Among the 94 comparable managers: 1 buyer (opened or added shares) and 2 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was -286,214.

Managers listing MDU in Q3 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q2 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

3 of 3 holders

ActionFiling
AQR Capital Management LLC1,557,620$43m0.06%Trimmed-188,36014 Nov 2024 (the filing on sec.gov)
Two Sigma Advisers LP745,400$20munder 0.1%Trimmed-122,70014 Nov 2024 (the filing on sec.gov)
Winton Group Ltd24,846$681kunder 0.1%Newnew12 Nov 2024 (the filing on sec.gov)

Largest increases and reductions, by shares

Q2 2024 to Q3 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
3 in Q3 2024 to 1 in Q2 2026

Tracked managers listing it, at least.

035810201420182020202220242026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
MDU by quarter
QuarterHoldersReported valueBuyersSellers
Q2 20133$213mn.a.n.a.
Q3 20132$167mn.a.n.a.
Q4 20133$198mn.a.n.a.
Q1 20142$246mn.a.n.a.
Q2 20143$284mn.a.n.a.
Q3 20145$269mn.a.n.a.
Q4 20145$36mn.a.n.a.
Q1 20155$21mn.a.n.a.
Q2 20151$3.4mn.a.n.a.
Q3 20152$2.8mn.a.n.a.
Q4 20152$14mn.a.n.a.
Q3 20161$926kn.a.n.a.
Q4 20164$7.4mn.a.n.a.
Q1 20171$17mn.a.n.a.
Q2 20171$21mn.a.n.a.
Q3 20173$56mn.a.n.a.
Q4 20176$87mn.a.n.a.
Q1 20187$58mn.a.n.a.
Q2 20185$30mn.a.n.a.
Q3 20186$32mn.a.n.a.
Q4 201810$110mn.a.n.a.
Q1 201910$136mn.a.n.a.
Q2 20196$162mn.a.n.a.
Q3 20199$294mn.a.n.a.
Q4 20197$241mn.a.n.a.
Q1 20208$226mn.a.n.a.
Q2 20208$197mn.a.n.a.
Q3 20206$172mn.a.n.a.
Q4 20207$128mn.a.n.a.
Q1 20216$90mn.a.n.a.
Q2 20215$89mn.a.n.a.
Q3 20215$79mn.a.n.a.
Q4 20216$89mn.a.n.a.
Q1 20227$73mn.a.n.a.
Q2 20222$18mn.a.n.a.
Q3 20222$9.3mn.a.n.a.
Q4 20221$2.3mn.a.n.a.
Q1 20233$3.4mn.a.n.a.
Q2 20232$3.3mn.a.n.a.
Q3 20233$49mn.a.n.a.
Q4 20234$74m31
Q1 20245$66m23
Q2 20242$66m12
Q3 20243$64m12
Q4 20241$1.0m10
Q1 20253$6.8m30
Q2 20253$5.5m21
Q3 20252$4.2m02
Q4 20251$3.7m1021
Q1 20263$13m1910
Q2 20261$3.8m1313

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

MDU and GEV →MDU and XOM →MDU and CVX →Choose a stock to compare with MDU →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own MDU, latest filings →Back to the 13F Explorer →