BEDDOW CAPITAL MANAGEMENT INC
CIK: 0001278641SEC EDGAR →
Portfolio Value
$264.9M
Holdings
55
As of
Q4 2025
New Positions
2
Closed Positions
2
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | Texas Pacific Land Corporation | 68,241 | $19.6M | 7.40% |
| 2 | — Investor AB 'B' | 459,474 | $16.3M | 6.15% |
| 3 | Dollar General Corporation | 113,995 | $15.1M | 5.71% |
| 4 | Mesabi Trust Ctfs | 352,805 | $13.6M | 5.13% |
| 5 | International Business Machine | 45,790 | $13.6M | 5.12% |
| 6 | Banco Latinoamericano de Expor | 294,135 | $13.1M | 4.95% |
| 7 | Franco-Nevada Coporation | 51,272 | $10.6M | 4.01% |
| 8 | Wheaton Precious Metals Corp | 89,943 | $10.6M | 3.99% |
| 9 | Autoliv, Inc. | 88,810 | $10.5M | 3.98% |
| 10 | Johnson & Johnson | 48,425 | $10.0M | 3.78% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 18 | $100.9M | 38.1% |
| Basic Materials | 4 | $35.1M | 13.3% |
| Energy | 8 | $30.0M | 11.3% |
| Healthcare | 7 | $25.4M | 9.6% |
| Financial Services | 2 | $23.1M | 8.7% |
| Technology | 5 | $15.3M | 5.8% |
| Consumer Defensive | 1 | $15.1M | 5.7% |
| Consumer Cyclical | 3 | $12.7M | 4.8% |
| Industrials | 6 | $5.8M | 2.2% |
| Communication Services | 1 | $1.3M | 0.5% |