Position in MDU
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,834,986
+$3,438,233 QoQ
Shares Held
322,253
+96.6% QoQ
Ownership
0.154%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#13
of 183 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in MDU Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Gas
Utilities · as of Jun 30, 2026Phocas Financial Corp. holds $17,963,015 across 3 Utilities - Regulated Gas names. MDU ranks #2 (38.1% of the industry book) .
All Filings in MDU
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,834,986 | 322,253 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $3,396,753 | 163,936 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,102,128 | 210,150 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||