BEDDOW CAPITAL MANAGEMENT INC
13F Reported Value
ⓘ$264,858
Holdings
55
Latest Filing
2025-12-31
Filing Quarter
Q4 2025
Portfolio Overview
BEDDOW CAPITAL MANAGEMENT INC disclosed 55 positions worth $264,858 in its Form 13F-HR for Q4 2025, led by $TPL (Texas Pacific Land Corp) at 7.4% of the equity portfolio. During the quarter the fund opened 1 new position and exited 1 — including a new stake in $ZEUS. The portfolio is most concentrated in Other (30.4% of disclosed assets). All figures are sourced directly from BEDDOW CAPITAL MANAGEMENT INC’s Form 13F-HR filing with the SEC under CIK 1278641.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q4 2025
Click any card to unlockTop Holdings
- 79.1#63
Quality
$19.6K68,241 sh Investor AB 'B'
—Quality
$16.3K459,474 sh- 60.4#856
Quality
$15.1K113,995 sh - —
Quality
$13.6K352,805 sh - 66.7
Quality
$13.6K45,790 sh Banco Latinoamericano de Expor
—Quality
$13.1K294,135 sh- —
Quality
$10.6K51,272 sh - —
Quality
$10.6K89,943 sh - 56.9
Quality
$10.5K88,810 sh - 72.8
Quality
$10.0K48,425 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Texas Pacific Land Corp$TPL | 79.1#63 | $19.6K | 68,241 |
| Investor AB 'B' | — | $16.3K | 459,474 |
 DOLLAR GENERAL CORP$DG | 60.4#856 | $15.1K | 113,995 |
 MESABI TRUST$MSB | — | $13.6K | 352,805 |
 INTERNATIONAL BUSINESS MACHINES CORP$IBM | 66.7 | $13.6K | 45,790 |
| Banco Latinoamericano de Expor | — | $13.1K | 294,135 |
 FRANCO NEVADA Corp$FNV | — | $10.6K | 51,272 |
 Wheaton Precious Metals Corp.$WPM | — | $10.6K | 89,943 |
 AUTOLIV INC$ALV | 56.9 | $10.5K | 88,810 |
 JOHNSON & JOHNSON$JNJ | 72.8 | $10.0K | 48,425 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of BEDDOW CAPITAL MANAGEMENT INC's 55 positions.
Showing top 10 of 55 holdings.
Sector Allocation
Other
$80,603
Financials
$56,702
Energy
$29,956
Industrials
$25,175
Healthcare
$23,355
Consumer Discretionary
$21,693
Materials
$21,198
Technology
$6,176
Full Holdings — BEDDOW CAPITAL MANAGEMENT INC (Q4 2025)
All 55 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $TPL | Texas Pacific Land Corp | $19,600 | 7.4% | +202% | 79.1 |
| 2 | — | Investor AB 'B' | $16,288 | 6.2% | -3% | — |
| 3 | $DG | DOLLAR GENERAL CORP | $15,135 | 5.7% | -7% | 60.4 |
| 4 | $MSB | MESABI TRUST | $13,587 | 5.1% | -4% | — |
| 5 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $13,563 | 5.1% | -8% | 66.7 |
| 6 | — | Banco Latinoamericano de Expor | $13,118 | 5.0% | -4% | — |
| 7 | $FNV | FRANCO NEVADA Corp | $10,628 | 4.0% | -3% | — |
| 8 | $WPM | Wheaton Precious Metals Corp. | $10,570 | 4.0% | -4% | — |
| 9 | $ALV | AUTOLIV INC | $10,542 | 4.0% | -3% | 56.9 |
| 10 | $JNJ | JOHNSON & JOHNSON | $10,022 | 3.8% | -3% | 72.8 |
| 11 | — | Siemens AG | $10,014 | 3.8% | -3% | — |
| 12 | — | ABB Ltd | $9,233 | 3.5% | -4% | — |
| 13 |  $C | CITIGROUP INC | $8,742 | 3.3% | -2% | 54.8 |
| 14 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7,910 | 3.0% | -7% | 64.5 |
| 15 | — | Nestle S.A. | $7,250 | 2.7% | -0% | — |
| 16 | — | Subaru Corporation | $6,257 | 2.4% | -2% | — |
| 17 |  $BRK.A | BERKSHIRE HATHAWAY INC | $6,038 | 2.3% | +14% | 64.5 |
| 18 |  $ABBV | AbbVie Inc. | $5,878 | 2.2% | -15% | 59.3 |
| 19 |  $LNG | Cheniere Energy, Inc. | $5,587 | 2.1% | -3% | 48.4 |
| 20 |  $FANG | Diamondback Energy, Inc. | $5,285 | 2.0% | +7% | 81.4 |
| 21 |  $CTRA | Coterra Energy Inc. | $5,132 | 1.9% | -2% | 80.6 |
| 22 |  $CHRD | Chord Energy Corp | $4,870 | 1.8% | -7% | 60.8 |
| 23 |  $OGN | Organon & Co. | $4,780 | 1.8% | +2% | 55.1 |
| 24 | — | ConocoPhillips Company | $4,529 | 1.7% | -7% | — |
| 25 | — | Pilot Corporation | $4,513 | 1.7% | -3% | — |
| 26 | — | SKF Aktiebolaget | $4,356 | 1.6% | -6% | — |
| 27 |  $SHEL | Shell plc | $4,194 | 1.6% | -2% | — |
| 28 |  $EOG | EOG RESOURCES INC | $3,881 | 1.5% | -4% | 71.1 |
| 29 |  $CPRT | COPART INC | $3,703 | 1.4% | +44% | 74.9 |
| 30 | — | Accelleron Industries AG ORD | $3,655 | 1.4% | -4% | — |
| 31 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $3,272 | 1.2% | +0% | 68.8 |
| 32 |  $GOOG | Alphabet Inc. | $1,349 | 0.5% | -4% | 80.2 |
| 33 |  $AMZN | AMAZON COM INC | $1,288 | 0.5% | -1% | 74.6 |
| 34 |  $AZO | AUTOZONE INC | $899 | 0.3% | +0% | 66.5 |
| 35 | — | FRMO Corporation | $706 | 0.3% | +3% | — |
| 36 |  $AAPL | Apple Inc. | $693 | 0.3% | +0% | 76.1 |
| 37 |  $NVS | NOVARTIS AG | $681 | 0.3% | +11% | — |
| 38 | — | Pershing Square Holdings | $663 | 0.3% | +0% | — |
| 39 |  $MXC | MEXCO ENERGY CORP | $617 | 0.2% | +52% | — |
| 40 |  $MRK | Merck & Co., Inc. | $616 | 0.2% | -16% | 70.9 |
| 41 |  $MMM | 3M CO | $593 | 0.2% | -34% | 60.7 |
| 42 |  $ORCL | ORACLE CORP | $480 | 0.2% | -87% | 67.2 |
| 43 |  $ALL | ALLSTATE CORP | $468 | 0.2% | +0% | 76.6 |
| 44 |  $PFE | PFIZER INC | $467 | 0.2% | -46% | 69 |
| 45 |  $BLDR | Builders FirstSource, Inc. | $454 | 0.2% | +4% | 48.4 |
| 46 |  $AZZ | AZZ INC | $429 | 0.2% | -2% | 57.2 |
| 47 |  $CVX | CHEVRON CORP | $390 | 0.1% | +7% | 54.7 |
| 48 |  $MSFT | MICROSOFT CORP | $382 | 0.1% | -1% | 83.7 |
| 49 |  $TFPM | Triple Flag Precious Metals Corp. | $357 | 0.1% | +0% | — |
| 50 |  $TKR | TIMKEN CO | $326 | 0.1% | +0% | 50.7 |
| 51 |  $VTRS | Viatris Inc | $318 | 0.1% | -15% | 47.1 |
| 52 |  $CAT | CATERPILLAR INC | $315 | 0.1% | -8% | 67.8 |
| 53 |  $ZEUS | OLYMPIC STEEL INC | $214 | 0.1% | NEW | 37.6 |
| 54 | — | Surface Oncology Inc. | $21 | 0.0% | +0% | — |
| 55 |  $BMY | BRISTOL MYERS SQUIBB CO | $0 | 0.0% | -3% | 70.1 |
New Positions (1)
$ZEUS OLYMPIC STEEL INC$214Exited Positions (1)
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