What smart money is saying about MDU Resources Group
MDU
No fund has written a full thesis on MDU Resources Group in our archive, but 2 fund letters report a position in it — most recently Loomis Sayles Small Cap Value Fund in June 2025.
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2
Reported positions
0
Bought
1
Sold
2
Letters
Position history
Between Q4 2024 and Q2 2025, 2 fund letters reported a position in MDU Resources Group — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2025 | 1 | 0 | 0 | 0 |
| Q4 2024 | 1 | 0 | 1 | 0 |
Fund activity · 2 positions · 1 move
- June 2025
“• Everus is a 2024 spin-off from the Fund’s holding of MDU Resources Group, a diversified utility holding company.”
MDU Resources Group - December 2024
“Among the five positions eliminated, one was a takeover (NAPA), two were exited due to approaching and/or achieving their assessed valuations (MDU, NMIH), and two were exited as losers due to failed investment thesis (WKC, NVST).”
MDU Resources Group
Read the letters behind these MDU Resources Group positions
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