BEDDOW CAPITAL MANAGEMENT INC
CIK: 0001278641SEC EDGAR →
Portfolio Value
$248K
Holdings
55
As of
Q4 2025
New Positions
2
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Texas Pacific Land Corporation | 68,241 | $20K | 7.91% |
| 2 | — Investor AB 'B' | 459,474 | $16K | 6.58% |
| 3 | Dollar General Corporation | 113,995 | $15K | 6.11% |
| 4 | Mesabi Trust Ctfs | 352,805 | $14K | 5.49% |
| 5 | International Business Machine | 45,790 | $14K | 5.48% |
| 6 | Banco Latinoamericano de Expor | 294,135 | $13K | 5.30% |
| 7 | Franco-Nevada Coporation | 51,272 | $11K | 4.29% |
| 8 | Wheaton Precious Metals Corp | 89,943 | $11K | 4.27% |
| 9 | Autoliv, Inc. | 88,810 | $11K | 4.26% |
| 10 | Johnson & Johnson | 48,425 | $10K | 4.05% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 18 | $87K | 35.1% |
| Basic Materials | 4 | $35K | 14.2% |
| Energy | 8 | $30K | 12.1% |
| Financial Services | 2 | $23K | 9.3% |
| Healthcare | 7 | $22K | 8.9% |
| Technology | 5 | $15K | 6.2% |
| Consumer Defensive | 1 | $15K | 6.1% |
| Consumer Cyclical | 3 | $13K | 5.1% |
| Industrials | 6 | $6K | 2.4% |
| Communication Services | 1 | $1K | 0.5% |