BEDDOW CAPITAL MANAGEMENT INC
CIK: 0001278641Latest portfolio: $264.9M · Q4 2025
Holdings
55
Total Value
$264.9M
New Positions
1
Closed Positions
1
Top Holdings
View All 55 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | TPLUSDTexas Pacific Land Corporation | 68,241 | $19.6M | 7.40% | +46K | |
| 2 | —Investor AB 'B' | 459,474 | $16.3M | 6.15% | -15,670 | |
| 3 | DGDollar General Corporation | 113,995 | $15.1M | 5.71% | -8,755 | |
| 4 | MSBMesabi Trust Ctfs | 352,805 | $13.6M | 5.13% | -13,124 | |
| 5 | IBMInternational Business Machine | 45,790 | $13.6M | 5.12% | -4,178 | |
| 6 | BLXBanco Latinoamericano de Expor | 294,135 | $13.1M | 4.95% | -10,735 | |
| 7 | FNVFranco-Nevada Coporation | 51,272 | $10.6M | 4.01% | -1,460 | |
| 8 | WPMWheaton Precious Metals Corp | 89,943 | $10.6M | 3.99% | -3,300 | |
| 9 | ALVAutoliv, Inc. | 88,810 | $10.5M | 3.98% | -2,390 | |
| 10 | JNJJohnson & Johnson | 48,425 | $10.0M | 3.78% | -1,415 | |
| 11 | SIEBSiemens AG | 71,555 | $10.0M | 3.78% | -2,445 | |
| 12 | ABJAABB Ltd | 124,815 | $9.2M | 3.49% | -4,750 | |
| 13 | C V0 10/30/40Citigroup Cap XIII Tr Pfd | 289,455 | $8.7M | 3.30% | -4,525 | |
| 14 | BRK/BBerkshire Hathaway Cl B | 15,736 | $7.9M | 2.99% | -1,270 | |
| 15 | NSRGYNestle S.A. | 73,394 | $7.3M | 2.74% | -340 | |
| 16 | FUJHYSubaru Corporation | 583,121 | $6.3M | 2.36% | -12,250 | |
| 17 | BRK-BBerkshire Hathaway | 8 | $6.0M | 2.28% | +1 | |
| 18 | ABBVAbbVie Inc. | 25,725 | $5.9M | 2.22% | -4,700 | |
| 19 | LNGCheniere Energy, Inc. | 28,740 | $5.6M | 2.11% | -1,025 | |
| 20 | FANGDiamondback Energy Inc | 35,155 | $5.3M | 2.00% | +2K | |
| 21 | CTRACoterra Energy Inc. | 194,974 | $5.1M | 1.94% | -4,020 | |
| 22 | CHRDChord Energy Corp | 52,535 | $4.9M | 1.84% | -3,705 | |
| 23 | OGNOrganon & Co. | 666,725 | $4.8M | 1.80% | +16K | |
| 24 | COP 7 03/30/29ConocoPhillips Company | 48,380 | $4.5M | 1.71% | -3,825 | |
| 25 | —Pilot Corporation | 145,306 | $4.5M | 1.70% | -4,145 |
Quarterly Changes
Increased Positions
Sector Breakdown
Unknown0.0% ($1.9600162889233873e+55T)
Energy0.0% ($558752855132487024640.0T)
Healthcare0.0% ($10022587847803272.0T)
Industrials0.0% ($3703593454.4T)
Basic Materials0.0% ($135871062.8T)
Technology0.0% ($13563693.5T)
Consumer Cyclical0.0% ($105.4T)
Financial Services0.0% ($1.3T)
Consumer Defensive0.0% ($15.1M)
Communication Services0.0% ($1.3M)
Filing History
Fund Information
BEDDOW CAPITAL MANAGEMENT INC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $264.9M across 55 holdings. The largest position is Texas Pacific Land Corporation (TPLUSD), representing 7.4% of the portfolio. Compared to the previous quarter, the fund opened 1 new positions and closed 1 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.