BEDDOW CAPITAL MANAGEMENT INC Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$252.4M
Holdings
55
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPLUSDTexas Pacific Land Corporation | 22,451 | $23.7M | 9.40% | |
| 2 | IBMInternational Business Machine | 50,328 | $14.8M | 5.88% | |
| 3 | BLXBanco Latinoamericano de Expor | 346,026 | $13.9M | 5.53% | |
| 4 | —Investor AB 'B' | 478,844 | $13.5M | 5.37% | |
| 5 | DGDollar General Corporation | 107,190 | $12.3M | 4.86% | |
| 6 | ALVAutoliv, Inc. | 91,970 | $10.3M | 4.08% | |
| 7 | SIEBSiemens AG | 74,450 | $9.6M | 3.80% | |
| 8 | MSBMesabi Trust Ctfs | 375,095 | $9.0M | 3.56% | |
| 9 | FNVFranco-Nevada Coporation | 53,617 | $8.8M | 3.48% | |
| 10 | WPMWheaton Precious Metals Corp | 95,668 | $8.6M | 3.40% | |
| 11 | C V0 10/30/40Citigroup Cap XIII Tr Pfd | 289,505 | $8.5M | 3.37% | |
| 12 | BRK/BBerkshire Hathaway Cl B | 16,776 | $8.1M | 3.23% | |
| 13 | ABJAABB Ltd | 129,975 | $7.8M | 3.07% | |
| 14 | JNJJohnson & Johnson | 50,040 | $7.6M | 3.03% | |
| 15 | LNGCheniere Energy, Inc. | 31,015 | $7.6M | 2.99% | |
| 16 | NSRGYNestle S.A. | 69,190 | $6.9M | 2.72% | |
| 17 | ABBVAbbVie Inc. | 32,310 | $6.0M | 2.38% | |
| 18 | OGNOrganon & Co. | 608,075 | $5.9M | 2.33% | |
| 19 | CHRDChord Energy Corp | 54,110 | $5.2M | 2.08% | |
| 20 | BRK-BBerkshire Hathaway | 7 | $5.1M | 2.02% | |
| 21 | FUJHYSubaru Corporation | 578,999 | $5.0M | 1.98% | |
| 22 | ORCLOracle Corp | 22,275 | $4.9M | 1.93% | |
| 23 | CTRACoterra Energy Inc. | 191,794 | $4.9M | 1.93% | |
| 24 | COP 7 03/30/29ConocoPhillips Company | 52,475 | $4.7M | 1.87% | |
| 25 | EOGEOG Resources, Inc. | 38,295 | $4.6M | 1.81% | |
| 26 | SKFRYSKF Aktiebolaget | 183,200 | $4.2M | 1.68% | |
| 27 | SHELShell plc | 59,226 | $4.2M | 1.65% | |
| 28 | —Pilot Corporation | 144,016 | $4.1M | 1.63% | |
| 29 | FANGDiamondback Energy Inc | 27,875 | $3.8M | 1.52% | |
| 30 | —Accelleron Industries AG ORD | 49,215 | $3.0M | 1.19% | |
| 31 | MTDMettler-Toledo Int'l Inc. | 2,128 | $2.5M | 0.99% | |
| 32 | PFEPfizer, Inc | 97,045 | $2.4M | 0.93% | |
| 33 | AZOAutoZone, Inc. | 365 | $1.4M | 0.54% | |
| 34 | AMZNAmazon.com | 5,685 | $1.2M | 0.49% | |
| 35 | MMM3M Company | 7,804 | $1.2M | 0.47% | |
| 36 | FRMOFRMO Corporation | 94,269 | $797K | 0.32% | |
| 37 | MRKMerck & Co. | 7,300 | $578K | 0.23% | |
| 38 | —Pershing Square Holdings | 10,175 | $543K | 0.22% | |
| 39 | NVSNNovartis AG | 4,465 | $540K | 0.21% | |
| 40 | AAPLApple Inc. | 2,597 | $533K | 0.21% | |
| 41 | ALSAllstate Corporation | 2,250 | $453K | 0.18% | |
| 42 | GOOGLAlphabet Cl C | 2,510 | $445K | 0.18% | |
| 43 | MSFTMicrosoft Corp | 800 | $398K | 0.16% | |
| 44 | AZZAZZ Incorporated | 4,100 | $387K | 0.15% | |
| 45 | CVXChevron Corp | 2,385 | $342K | 0.14% | |
| 46 | COSTCostco Wholesale | 330 | $327K | 0.13% | |
| 47 | TKRTimken Company | 3,875 | $281K | 0.11% | |
| 48 | TFPMTriple Flag Precious Metals Co | 11,650 | $276K | 0.11% | |
| 49 | KEWLKeweenaw Land Association | 8,814 | $272K | 0.11% | |
| 50 | VTRSViatris | 28,320 | $253K | 0.10% | |
| 51 | CATCaterpillar | 600 | $233K | 0.09% | |
| 52 | COLMColumbia Sportswear | 3,500 | $214K | 0.08% | |
| 53 | MXCMexco Energy | 20,344 | $180K | 0.07% | |
| 54 | —Surface Oncology Inc. | 20,000 | $21K | 0.01% | |
| 55 | BMY-RBristol-Myers Squibb Contingen | 522,789 | $0 | 0.00% |