BEDDOW CAPITAL MANAGEMENT INC Q3 2025 Filing
Filed November 12, 2025
Portfolio Value
$271.3M
Holdings
55
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPLUSDTexas Pacific Land Corporation | 22,599 | $21.1M | 7.78% | |
| 2 | —Investor AB 'B' | 475,144 | $14.5M | 5.34% | |
| 3 | IBMInternational Business Machine | 49,968 | $14.1M | 5.20% | |
| 4 | BLXBanco Latinoamericano de Expor | 304,870 | $14.0M | 5.17% | |
| 5 | DGDollar General Corporation | 122,750 | $12.7M | 4.68% | |
| 6 | FNVFranco-Nevada Coporation | 52,732 | $11.8M | 4.33% | |
| 7 | ALVAutoliv, Inc. | 91,200 | $11.3M | 4.15% | |
| 8 | MSBMesabi Trust Ctfs | 365,929 | $10.7M | 3.95% | |
| 9 | WPMWheaton Precious Metals Corp | 93,243 | $10.4M | 3.84% | |
| 10 | SIEBSiemens AG | 74,000 | $10.0M | 3.68% | |
| 11 | ABJAABB Ltd | 129,565 | $9.3M | 3.44% | |
| 12 | JNJJohnson & Johnson | 49,840 | $9.2M | 3.41% | |
| 13 | C V0 10/30/40Citigroup Cap XIII Tr Pfd | 293,980 | $8.9M | 3.27% | |
| 14 | BRK/BBerkshire Hathaway Cl B | 17,006 | $8.6M | 3.15% | |
| 15 | ABBVAbbVie Inc. | 30,425 | $7.0M | 2.60% | |
| 16 | LNGCheniere Energy, Inc. | 29,765 | $7.0M | 2.58% | |
| 17 | OGNOrganon & Co. | 650,790 | $7.0M | 2.56% | |
| 18 | NSRGYNestle S.A. | 73,734 | $6.8M | 2.49% | |
| 19 | FUJHYSubaru Corporation | 595,371 | $6.0M | 2.22% | |
| 20 | CHRDChord Energy Corp | 56,240 | $5.6M | 2.06% | |
| 21 | BRK-BBerkshire Hathaway | 7 | $5.3M | 1.95% | |
| 22 | ORCLOracle Corp | 18,675 | $5.3M | 1.94% | |
| 23 | COP 7 03/30/29ConocoPhillips Company | 52,205 | $4.9M | 1.82% | |
| 24 | —Pilot Corporation | 149,451 | $4.9M | 1.80% | |
| 25 | FANGDiamondback Energy Inc | 32,960 | $4.7M | 1.74% | |
| 26 | CTRACoterra Energy Inc. | 198,994 | $4.7M | 1.73% | |
| 27 | SKFRYSKF Aktiebolaget | 174,311 | $4.4M | 1.60% | |
| 28 | —Accelleron Industries AG ORD | 49,513 | $4.3M | 1.60% | |
| 29 | EOGEOG Resources, Inc. | 38,335 | $4.3M | 1.58% | |
| 30 | SHELShell plc | 58,501 | $4.2M | 1.54% | |
| 31 | CPRTCopart Inc | 65,485 | $2.9M | 1.09% | |
| 32 | MTDMettler-Toledo Int'l Inc. | 2,347 | $2.9M | 1.06% | |
| 33 | AMZNAmazon.com | 5,655 | $1.2M | 0.46% | |
| 34 | AZOAutoZone, Inc. | 265 | $1.1M | 0.42% | |
| 35 | GOOGLAlphabet Cl C | 4,500 | $1.1M | 0.40% | |
| 36 | PFEPfizer, Inc | 34,770 | $886K | 0.33% | |
| 37 | MMM3M Company | 5,655 | $878K | 0.32% | |
| 38 | FRMOFRMO Corporation | 93,877 | $826K | 0.30% | |
| 39 | AAPLApple Inc. | 2,550 | $649K | 0.24% | |
| 40 | —Pershing Square Holdings | 10,175 | $630K | 0.23% | |
| 41 | MRKMerck & Co. | 6,925 | $581K | 0.21% | |
| 42 | NVSNNovartis AG | 4,450 | $571K | 0.21% | |
| 43 | BLDRBuilders FirstSource Inc | 4,235 | $513K | 0.19% | |
| 44 | ALSAllstate Corporation | 2,250 | $483K | 0.18% | |
| 45 | AZZAZZ Incorporated | 4,100 | $447K | 0.16% | |
| 46 | MSFTMicrosoft Corp | 800 | $414K | 0.15% | |
| 47 | MXCMexco Energy | 40,861 | $374K | 0.14% | |
| 48 | CVXChevron Corp | 2,385 | $370K | 0.14% | |
| 49 | TFPMTriple Flag Precious Metals Co | 10,750 | $315K | 0.12% | |
| 50 | VTRSViatris | 30,070 | $298K | 0.11% | |
| 51 | KEWLKeweenaw Land Association | 7,652 | $291K | 0.11% | |
| 52 | TKRTimken Company | 3,875 | $291K | 0.11% | |
| 53 | CATCaterpillar | 600 | $286K | 0.11% | |
| 54 | —Surface Oncology Inc. | 20,000 | $21K | 0.01% | |
| 55 | BMY-RBristol-Myers Squibb Contingen | 522,789 | $0 | 0.00% |