BEDDOW CAPITAL MANAGEMENT INC Q1 2025 Filing
Filed May 9, 2025
Portfolio Value
$267.3M
Holdings
57
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (57 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPLUSDTexas Pacific Land Corporation | 23,703 | $31.4M | 11.75% | |
| 2 | —Investor AB 'B' | 507,219 | $15.4M | 5.78% | |
| 3 | IBMInternational Business Machine | 55,058 | $13.7M | 5.12% | |
| 4 | BLXBanco Latinoamericano de Expor | 373,761 | $13.7M | 5.12% | |
| 5 | MSBMesabi Trust Ctfs | 403,075 | $11.0M | 4.10% | |
| 6 | DGDollar General Corporation | 111,650 | $9.8M | 3.67% | |
| 7 | SIEBSiemens AG | 79,190 | $9.1M | 3.42% | |
| 8 | C V0 10/30/40Citigroup Cap XIII Tr Pfd | 299,260 | $8.9M | 3.34% | |
| 9 | FNVFranco-Nevada Coporation | 56,607 | $8.9M | 3.34% | |
| 10 | BRK/BBerkshire Hathaway Cl B | 16,520 | $8.8M | 3.29% | |
| 11 | JNJJohnson & Johnson | 52,465 | $8.7M | 3.26% | |
| 12 | ALVAutoliv, Inc. | 95,655 | $8.5M | 3.17% | |
| 13 | WPMWheaton Precious Metals Corp | 102,593 | $7.9M | 2.97% | |
| 14 | LNGCheniere Energy, Inc. | 34,065 | $7.9M | 2.95% | |
| 15 | NSRGYNestle S.A. | 72,120 | $7.3M | 2.73% | |
| 16 | OGNOrganon & Co. | 487,925 | $7.3M | 2.72% | |
| 17 | ABBVAbbVie Inc. | 34,390 | $7.2M | 2.70% | |
| 18 | ABJAABB Ltd | 136,760 | $7.1M | 2.67% | |
| 19 | BRK-BBerkshire Hathaway | 8 | $6.4M | 2.39% | |
| 20 | CTRACoterra Energy Inc. | 202,545 | $5.9M | 2.19% | |
| 21 | COP 7 03/30/29ConocoPhillips Company | 55,700 | $5.8M | 2.19% | |
| 22 | CHRDChord Energy Corp | 46,935 | $5.3M | 1.98% | |
| 23 | FUJHYSubaru Corporation | 585,601 | $5.2M | 1.95% | |
| 24 | EOGEOG Resources, Inc. | 39,645 | $5.1M | 1.90% | |
| 25 | SHELShell plc | 61,851 | $4.5M | 1.70% | |
| 26 | —Pilot Corporation | 152,266 | $4.2M | 1.58% | |
| 27 | FANGDiamondback Energy Inc | 26,405 | $4.2M | 1.58% | |
| 28 | PFEPfizer, Inc | 162,130 | $4.1M | 1.54% | |
| 29 | SKFRYSKF Aktiebolaget | 195,225 | $3.9M | 1.48% | |
| 30 | ORCLOracle Corp | 26,410 | $3.7M | 1.38% | |
| 31 | —Accelleron Industries AG ORD | 53,915 | $2.7M | 1.01% | |
| 32 | MTDMettler-Toledo Int'l Inc. | 1,405 | $1.7M | 0.62% | |
| 33 | AZOAutoZone, Inc. | 415 | $1.6M | 0.59% | |
| 34 | MMM3M Company | 8,254 | $1.2M | 0.45% | |
| 35 | AMZNAmazon.com | 5,685 | $1.1M | 0.40% | |
| 36 | —Pershing Square Holdings | 18,500 | $906K | 0.34% | |
| 37 | FRMOFRMO Corporation | 100,821 | $829K | 0.31% | |
| 38 | MRKMerck & Co. | 7,375 | $662K | 0.25% | |
| 39 | AAPLApple Inc. | 2,550 | $566K | 0.21% | |
| 40 | NVSNNovartis AG | 4,465 | $498K | 0.19% | |
| 41 | ALSAllstate Corporation | 2,250 | $466K | 0.17% | |
| 42 | KEWLKeweenaw Land Association | 10,792 | $389K | 0.15% | |
| 43 | GOOGLAlphabet Cl C | 2,460 | $384K | 0.14% | |
| 44 | CVXChevron Corp | 2,175 | $364K | 0.14% | |
| 45 | AZZAZZ Incorporated | 4,100 | $343K | 0.13% | |
| 46 | CATCaterpillar | 975 | $322K | 0.12% | |
| 47 | COSTCostco Wholesale | 330 | $312K | 0.12% | |
| 48 | BMYBristol-Myers Squibb Company | 4,875 | $297K | 0.11% | |
| 49 | MSFTMicrosoft Corp | 775 | $291K | 0.11% | |
| 50 | TKRTimken Company | 3,875 | $278K | 0.10% | |
| 51 | COLMColumbia Sportswear | 3,500 | $265K | 0.10% | |
| 52 | TFPMTriple Flag Precious Metals Co | 11,925 | $228K | 0.09% | |
| 53 | VTRSViatris | 25,120 | $219K | 0.08% | |
| 54 | YUMYUM Brands Inc | 1,325 | $209K | 0.08% | |
| 55 | MXCMexco Energy | 12,044 | $91K | 0.03% | |
| 56 | —Surface Oncology Inc. | 20,000 | $21K | 0.01% | |
| 57 | BMY-RBristol-Myers Squibb Contingen | 552,539 | $0 | 0.00% |