BEDDOW CAPITAL MANAGEMENT INC
13F Reported Value
ⓘ$201.8M
Holdings
55
Latest Filing
2025-12-31
Filing Quarter
Q4 2025
Portfolio Overview
BEDDOW CAPITAL MANAGEMENT INC disclosed 55 positions worth $201.8M in its Form 13F-HR for Q4 2025, led by $DG (DOLLAR GENERAL CORP) at 7.5% of the equity portfolio, followed by $MSB and $IBM. 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 (22.7% 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
- 59.5#922
Quality
$15.1M113,995 sh - 50.2#1,620
Quality
$13.6M352,805 sh - 70.0#231
Quality
$13.6M45,790 sh Banco Latinoamericano de Expor
—Quality
$13.1M294,135 sh- —
Quality
$10.6M51,272 sh - —
Quality
$10.6M89,943 sh - 60.9
Quality
$10.5M88,810 sh - 69.0
Quality
$10.0M48,425 sh Siemens AG
—Quality
$10.0M71,555 shABB Ltd
—Quality
$9.2M124,815 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 DOLLAR GENERAL CORP$DG | 59.5#922 | $15.1M | 113,995 |
 MESABI TRUST$MSB | 50.2#1,620 | $13.6M | 352,805 |
 INTERNATIONAL BUSINESS MACHINES CORP$IBM | 70.0#231 | $13.6M | 45,790 |
| Banco Latinoamericano de Expor | — | $13.1M | 294,135 |
 FRANCO NEVADA Corp$FNV | — | $10.6M | 51,272 |
 Wheaton Precious Metals Corp.$WPM | — | $10.6M | 89,943 |
 AUTOLIV INC$ALV | 60.9 | $10.5M | 88,810 |
 JOHNSON & JOHNSON$JNJ | 69.0 | $10.0M | 48,425 |
| Siemens AG | — | $10.0M | 71,555 |
| ABB Ltd | — | $9.2M | 124,815 |
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
$45.9M
Energy
$30.0M
Financials
$28.4M
Industrials
$25.2M
Healthcare
$23.4M
Consumer Discretionary
$21.7M
Materials
$21.2M
Technology
$6.2M
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 | $DG | DOLLAR GENERAL CORP | $15.1M | 7.5% | -7% | 59.5 |
| 2 | $MSB | MESABI TRUST | $13.6M | 6.7% | -4% | 50.2 |
| 3 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $13.6M | 6.7% | -8% | 70 |
| 4 | — | Banco Latinoamericano de Expor | $13.1M | 6.5% | -4% | — |
| 5 | $FNV | FRANCO NEVADA Corp | $10.6M | 5.3% | -3% | — |
| 6 | $WPM | Wheaton Precious Metals Corp. | $10.6M | 5.2% | -4% | — |
| 7 | $ALV | AUTOLIV INC | $10.5M | 5.2% | -3% | 60.9 |
| 8 | $JNJ | JOHNSON & JOHNSON | $10.0M | 5.0% | -3% | 69 |
| 9 | — | Siemens AG | $10.0M | 5.0% | -3% | — |
| 10 | — | ABB Ltd | $9.2M | 4.6% | -4% | — |
| 11 |  $BRK.B | BERKSHIRE HATHAWAY INC | $7.9M | 3.9% | -7% | 73.8 |
| 12 | — | Nestle S.A. | $7.3M | 3.6% | -0% | — |
| 13 | — | Subaru Corporation | $6.3M | 3.1% | -2% | — |
| 14 |  $BRK.A | BERKSHIRE HATHAWAY INC | $6.0M | 3.0% | +14% | 73.8 |
| 15 |  $ABBV | AbbVie Inc. | $5.9M | 2.9% | -15% | 72.6 |
| 16 |  $LNG | Cheniere Energy, Inc. | $5.6M | 2.8% | -3% | 66.5 |
| 17 |  $FANG | Diamondback Energy, Inc. | $5.3M | 2.6% | +7% | 76.1 |
| 18 |  $CTRA | Coterra Energy Inc. | $5.1M | 2.5% | -2% | 74.9 |
| 19 |  $CHRD | Chord Energy Corp | $4.9M | 2.4% | -7% | 74.8 |
| 20 |  $OGN | Organon & Co. | $4.8M | 2.4% | +2% | 50.5 |
| 21 |  $SHEL | Shell plc | $4.2M | 2.1% | -2% | — |
| 22 |  $EOG | EOG RESOURCES INC | $3.9M | 1.9% | -4% | 71.9 |
| 23 |  $CPRT | COPART INC | $3.7M | 1.8% | +44% | 69.1 |
| 24 |  $MTD | METTLER TOLEDO INTERNATIONAL INC/ | $3.3M | 1.6% | +0% | 67.5 |
| 25 |  $GOOG | Alphabet Inc. | $1.3M | 0.7% | -4% | 78.2 |
| 26 |  $AMZN | AMAZON COM INC | $1.3M | 0.6% | -1% | 68.7 |
| 27 |  $AZO | AUTOZONE INC | $899,000 | 0.5% | +0% | 66.2 |
| 28 |  $AAPL | Apple Inc. | $693,000 | 0.3% | +0% | 76.4 |
| 29 |  $NVS | NOVARTIS AG | $681,000 | 0.3% | +11% | — |
| 30 |  $MXC | MEXCO ENERGY CORP | $617,000 | 0.3% | +52% | — |
| 31 |  $MRK | Merck & Co., Inc. | $616,000 | 0.3% | -16% | 59.9 |
| 32 |  $MMM | 3M CO | $593,000 | 0.3% | -34% | 64.9 |
| 33 |  $ORCL | ORACLE CORP | $480,000 | 0.2% | -87% | 66.2 |
| 34 |  $ALL | ALLSTATE CORP | $468,000 | 0.2% | +0% | 78.5 |
| 35 |  $PFE | PFIZER INC | $467,000 | 0.2% | -46% | 62 |
| 36 |  $BLDR | Builders FirstSource, Inc. | $454,000 | 0.2% | +4% | 45.9 |
| 37 |  $AZZ | AZZ INC | $429,000 | 0.2% | -2% | 58.4 |
| 38 |  $CVX | CHEVRON CORP | $390,000 | 0.2% | +7% | 62.8 |
| 39 |  $MSFT | MICROSOFT CORP | $382,000 | 0.2% | -1% | 79.8 |
| 40 |  $TFPM | Triple Flag Precious Metals Corp. | $357,000 | 0.2% | +0% | — |
| 41 |  $TKR | TIMKEN CO | $326,000 | 0.2% | +0% | 54.4 |
| 42 |  $VTRS | Viatris Inc | $318,000 | 0.2% | -15% | 45.4 |
| 43 |  $CAT | CATERPILLAR INC | $315,000 | 0.2% | -8% | 66.5 |
| 44 |  $ZEUS | OLYMPIC STEEL INC | $214,000 | 0.1% | NEW | 42.1 |
| 45 |  $TPL | Texas Pacific Land Corp | $19,600 | 0.0% | +202% | 73 |
| 46 | — | Investor AB 'B' | $16,288 | 0.0% | -3% | — |
| 47 |  $C | CITIGROUP INC | $8,742 | 0.0% | -2% | 65 |
| 48 | — | ConocoPhillips Company | $4,529 | 0.0% | -7% | — |
| 49 | — | Pilot Corporation | $4,513 | 0.0% | -3% | — |
| 50 | — | SKF Aktiebolaget | $4,356 | 0.0% | -6% | — |
| 51 | — | Accelleron Industries AG ORD | $3,655 | 0.0% | -4% | — |
| 52 | — | FRMO Corporation | $706 | 0.0% | +3% | — |
| 53 | — | Pershing Square Holdings | $663 | 0.0% | +0% | — |
| 54 | — | Surface Oncology Inc. | $21 | 0.0% | +0% | — |
| 55 |  $BMY | BRISTOL MYERS SQUIBB CO | $0 | 0.0% | -3% | 70.4 |
New Positions (1)
$ZEUS OLYMPIC STEEL INC$214,000Exited Positions (1)
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