BEDDOW CAPITAL MANAGEMENT INC Q4 2025 Filing
Filed February 11, 2026
Portfolio Value
$264.9M
Holdings
55
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (55 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TPLUSDTexas Pacific Land Corporation | 68,241 | $19.6M | 7.40% | |
| 2 | —Investor AB 'B' | 459,474 | $16.3M | 6.15% | |
| 3 | DGDollar General Corporation | 113,995 | $15.1M | 5.71% | |
| 4 | MSBMesabi Trust Ctfs | 352,805 | $13.6M | 5.13% | |
| 5 | IBMInternational Business Machine | 45,790 | $13.6M | 5.12% | |
| 6 | BLXBanco Latinoamericano de Expor | 294,135 | $13.1M | 4.95% | |
| 7 | FNVFranco-Nevada Coporation | 51,272 | $10.6M | 4.01% | |
| 8 | WPMWheaton Precious Metals Corp | 89,943 | $10.6M | 3.99% | |
| 9 | ALVAutoliv, Inc. | 88,810 | $10.5M | 3.98% | |
| 10 | JNJJohnson & Johnson | 48,425 | $10.0M | 3.78% | |
| 11 | SIEBSiemens AG | 71,555 | $10.0M | 3.78% | |
| 12 | ABJAABB Ltd | 124,815 | $9.2M | 3.49% | |
| 13 | C V0 10/30/40Citigroup Cap XIII Tr Pfd | 289,455 | $8.7M | 3.30% | |
| 14 | BRK/BBerkshire Hathaway Cl B | 15,736 | $7.9M | 2.99% | |
| 15 | NSRGYNestle S.A. | 73,394 | $7.3M | 2.74% | |
| 16 | FUJHYSubaru Corporation | 583,121 | $6.3M | 2.36% | |
| 17 | BRK-BBerkshire Hathaway | 8 | $6.0M | 2.28% | |
| 18 | ABBVAbbVie Inc. | 25,725 | $5.9M | 2.22% | |
| 19 | LNGCheniere Energy, Inc. | 28,740 | $5.6M | 2.11% | |
| 20 | FANGDiamondback Energy Inc | 35,155 | $5.3M | 2.00% | |
| 21 | CTRACoterra Energy Inc. | 194,974 | $5.1M | 1.94% | |
| 22 | CHRDChord Energy Corp | 52,535 | $4.9M | 1.84% | |
| 23 | OGNOrganon & Co. | 666,725 | $4.8M | 1.80% | |
| 24 | COP 7 03/30/29ConocoPhillips Company | 48,380 | $4.5M | 1.71% | |
| 25 | —Pilot Corporation | 145,306 | $4.5M | 1.70% | |
| 26 | SKFRYSKF Aktiebolaget | 164,511 | $4.4M | 1.64% | |
| 27 | SHELShell plc | 57,076 | $4.2M | 1.58% | |
| 28 | EOGEOG Resources, Inc. | 36,960 | $3.9M | 1.47% | |
| 29 | CPRTCopart Inc | 94,590 | $3.7M | 1.40% | |
| 30 | —Accelleron Industries AG ORD | 47,473 | $3.7M | 1.38% | |
| 31 | MTDMettler-Toledo Int'l Inc. | 2,347 | $3.3M | 1.24% | |
| 32 | GOOGLAlphabet Cl C | 4,300 | $1.3M | 0.51% | |
| 33 | AMZNAmazon.com | 5,580 | $1.3M | 0.49% | |
| 34 | AZOAutoZone, Inc. | 265 | $899K | 0.34% | |
| 35 | FRMOFRMO Corporation | 96,702 | $706K | 0.27% | |
| 36 | AAPLApple Inc. | 2,550 | $693K | 0.26% | |
| 37 | NVSNNovartis AG | 4,940 | $681K | 0.26% | |
| 38 | —Pershing Square Holdings | 10,175 | $663K | 0.25% | |
| 39 | MXCMexco Energy | 62,295 | $617K | 0.23% | |
| 40 | MRKMerck & Co. | 5,850 | $616K | 0.23% | |
| 41 | MMM3M Company | 3,705 | $593K | 0.22% | |
| 42 | ORCLOracle Corp | 2,465 | $480K | 0.18% | |
| 43 | ALSAllstate Corporation | 2,250 | $468K | 0.18% | |
| 44 | PFEPfizer, Inc | 18,770 | $467K | 0.18% | |
| 45 | BLDRBuilders FirstSource Inc | 4,410 | $454K | 0.17% | |
| 46 | AZZAZZ Incorporated | 4,000 | $429K | 0.16% | |
| 47 | CVXChevron Corp | 2,560 | $390K | 0.15% | |
| 48 | MSFTMicrosoft Corp | 790 | $382K | 0.14% | |
| 49 | TFPMTriple Flag Precious Metals Co | 10,750 | $357K | 0.13% | |
| 50 | TKRTimken Company | 3,875 | $326K | 0.12% | |
| 51 | VTRSViatris | 25,570 | $318K | 0.12% | |
| 52 | CATCaterpillar | 550 | $315K | 0.12% | |
| 53 | ZEUSOlympic Steel | 5,000 | $214K | 0.08% | |
| 54 | —Surface Oncology Inc. | 20,000 | $21K | 0.01% | |
| 55 | BMY-RBristol-Myers Squibb Contingen | 505,289 | $0 | 0.00% |