BEDDOW CAPITAL MANAGEMENT INC Q4 2024 Filing
Filed February 11, 2025
Portfolio Value
$243.3M
Holdings
58
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (58 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPLUSDTexas Pacific Land Corporation | 24,602 | $27.2M | 11.19% | |
| 2 | BLXBanco Latinoamericano de Expor | 390,161 | $13.9M | 5.71% | |
| 3 | —Investor AB 'B' | 511,094 | $13.5M | 5.53% | |
| 4 | IBMInternational Business Machine | 55,863 | $12.3M | 5.05% | |
| 5 | MSBMesabi Trust Ctfs | 431,356 | $12.1M | 4.98% | |
| 6 | C V0 10/30/40Citigroup Cap XIII Tr Pfd | 294,235 | $8.8M | 3.62% | |
| 7 | ALVAutoliv, Inc. | 90,980 | $8.5M | 3.51% | |
| 8 | SIEBSiemens AG | 81,995 | $7.9M | 3.26% | |
| 9 | LNGCheniere Energy, Inc. | 35,895 | $7.7M | 3.17% | |
| 10 | JNJJohnson & Johnson | 52,555 | $7.6M | 3.12% | |
| 11 | BRK/BBerkshire Hathaway Cl B | 16,565 | $7.5M | 3.09% | |
| 12 | ABJAABB Ltd | 136,760 | $7.3M | 3.02% | |
| 13 | FNVFranco-Nevada Coporation | 57,832 | $6.8M | 2.80% | |
| 14 | CTRACoterra Energy Inc. | 253,239 | $6.5M | 2.66% | |
| 15 | OGNOrganon & Co. | 432,300 | $6.5M | 2.65% | |
| 16 | ABBVAbbVie Inc. | 34,960 | $6.2M | 2.55% | |
| 17 | BRK-BBerkshire Hathaway | 9 | $6.1M | 2.52% | |
| 18 | COP 7 03/30/29ConocoPhillips Company | 58,595 | $5.8M | 2.39% | |
| 19 | WPMWheaton Precious Metals Corp | 102,468 | $5.8M | 2.37% | |
| 20 | NSRGYNestle S.A. | 65,658 | $5.4M | 2.21% | |
| 21 | DGDollar General Corporation | 69,975 | $5.3M | 2.18% | |
| 22 | EOGEOG Resources, Inc. | 40,815 | $5.0M | 2.06% | |
| 23 | —Pilot Corporation | 149,666 | $4.6M | 1.91% | |
| 24 | ORCLOracle Corp | 27,310 | $4.6M | 1.87% | |
| 25 | PFEPfizer, Inc | 162,379 | $4.3M | 1.77% | |
| 26 | SHELShell plc | 62,001 | $3.9M | 1.60% | |
| 27 | SKFRYSKF Aktiebolaget | 201,102 | $3.8M | 1.55% | |
| 28 | VTRSViatris | 280,929 | $3.5M | 1.44% | |
| 29 | —Accelleron Industries AG ORD | 52,585 | $2.8M | 1.14% | |
| 30 | CHRDChord Energy Corp | 22,495 | $2.6M | 1.08% | |
| 31 | FANGDiamondback Energy Inc | 11,355 | $1.9M | 0.76% | |
| 32 | CVSCVS Health Corp | 40,260 | $1.8M | 0.74% | |
| 33 | MTDMettler-Toledo Int'l Inc. | 1,125 | $1.4M | 0.57% | |
| 34 | AZOAutoZone, Inc. | 415 | $1.3M | 0.55% | |
| 35 | FUJHYSubaru Corporation | 140,598 | $1.3M | 0.52% | |
| 36 | AMZNAmazon.com | 5,685 | $1.2M | 0.51% | |
| 37 | MMM3M Company | 8,504 | $1.1M | 0.45% | |
| 38 | INTCIntel Corp | 53,410 | $1.1M | 0.44% | |
| 39 | FRMOFRMO Corporation | 96,771 | $945K | 0.39% | |
| 40 | —Pershing Square Holdings | 18,500 | $893K | 0.37% | |
| 41 | MRKMerck & Co. | 7,475 | $744K | 0.31% | |
| 42 | BMYBristol-Myers Squibb Company | 12,880 | $728K | 0.30% | |
| 43 | AAPLApple Inc. | 2,600 | $651K | 0.27% | |
| 44 | GOOGLAlphabet Cl C | 2,425 | $462K | 0.19% | |
| 45 | NVSNNovartis AG | 4,590 | $447K | 0.18% | |
| 46 | ALSAllstate Corporation | 2,250 | $434K | 0.18% | |
| 47 | KEWLKeweenaw Land Association | 12,031 | $421K | 0.17% | |
| 48 | TFPMTriple Flag Precious Metals Co | 25,925 | $390K | 0.16% | |
| 49 | CATCaterpillar | 975 | $354K | 0.15% | |
| 50 | AZZAZZ Incorporated | 4,100 | $336K | 0.14% | |
| 51 | MSFTMicrosoft Corp | 775 | $327K | 0.13% | |
| 52 | CVXChevron Corp | 2,175 | $315K | 0.13% | |
| 53 | COSTCostco Wholesale | 330 | $302K | 0.12% | |
| 54 | COLMColumbia Sportswear | 3,500 | $294K | 0.12% | |
| 55 | TKRTimken Company | 3,875 | $277K | 0.11% | |
| 56 | MXCMexco Energy | 10,033 | $113K | 0.05% | |
| 57 | —Surface Oncology Inc. | 20,000 | $21K | 0.01% | |
| 58 | BMY-RBristol-Myers Squibb Contingen | 553,789 | $0 | 0.00% |