Institutional Manager · CIK 0001278641
BEDDOW CAPITAL MANAGEMENT INC
JACKSON, WY · File #028-11101
Latest AUM
$264,861
Positions
55
Top-10 Concentration
50.4%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| ADD | Texas Pacific Land Corporation | TPL | +45,642 | +$13,109 | -$14,608 |
| REDUCE | Oracle Corp | ORCL-PD | -16,210 | -$3,157 | -$1,615 |
| REDUCE | International Business Machine | INTR | -4,178 | -$1,238 | +$702 |
| REDUCE | Dollar General Corporation | 256677105 | -8,755 | -$1,162 | +$3,611 |
| ADD | Copart Inc | CPRT | +29,105 | +$1,139 | -$381 |
| REDUCE | AbbVie Inc. | ABBV | -4,700 | -$1,074 | -$93 |
| ADD | Berkshire Hathaway | BRK-A | +1 | +$755 | +$4 |
| REDUCE | Berkshire Hathaway Cl B | BRK-A | -1,270 | -$638 | -$2 |
| REDUCE | Investor AB 'B' | W48102128 | -15,670 | -$555 | +$2,351 |
| REDUCE | Mesabi Trust Ctfs | MSB | -13,124 | -$505 | +$3,381 |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202555 pos · $264,861
- 13F HOLDINGS REPORTQ/E Sep 202555 pos · $271,261
- 13F HOLDINGS REPORTQ/E Jun 202555 pos · $252,369
- 13F HOLDINGS REPORTQ/E Mar 202557 pos · $267,271
- 13F HOLDINGS REPORTQ/E Dec 202458 pos · $243,257
- 13F HOLDINGS REPORTQ/E Sep 202459 pos · $243,984
- 13F HOLDINGS REPORTQ/E Jun 202459 pos · $228,671
- 13F HOLDINGS REPORTQ/E Mar 202459 pos · $228,676
- 13F HOLDINGS REPORTQ/E Dec 202355 pos · $205,079
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corporation | TPL | 68,241 | $19,600 | 7.42% |
| 2 | Investor AB 'B' | W48102128 | 459,474 | $16,288 | 6.17% |
| 3 | Dollar General Corporation | 256677105 | 113,995 | $15,135 | 5.73% |
| 4 | Mesabi Trust Ctfs | MSB | 352,805 | $13,587 | 5.15% |
| 5 | International Business Machine | INTR | 45,790 | $13,563 | 5.14% |
| 6 | Banco Latinoamericano de Expor | P16994132 | 294,135 | $13,118 | 4.97% |
| 7 | Franco-Nevada Coporation | FNV | 51,272 | $10,628 | 4.03% |
| 8 | Wheaton Precious Metals Corp | WPM | 89,943 | $10,570 | 4.00% |
| 9 | Autoliv, Inc. | ALV | 88,810 | $10,542 | 3.99% |
| 10 | Johnson & Johnson | JNJ | 48,425 | $10,022 | 3.80% |
| 11 | Siemens AG | 826197501 | 71,555 | $10,014 | 3.79% |
| 12 | ABB Ltd | ABLZF | 124,815 | $9,233 | 3.50% |
| 13 | Citigroup Cap XIII Tr Pfd | C-PR | 289,455 | $8,742 | 3.31% |
| 14 | Berkshire Hathaway Cl B | BRK-A | 15,736 | $7,910 | 3.00% |
| 15 | Nestle S.A. | 641069406 | 73,394 | $7,250 | 2.75% |
| 16 | Subaru Corporation | 86428V104 | 583,121 | $6,257 | 2.37% |
| 17 | Berkshire Hathaway | BRK-A | 8 | $6,038 | 2.29% |
| 18 | AbbVie Inc. | ABBV | 25,725 | $5,878 | 2.23% |
| 19 | Cheniere Energy, Inc. | LNG | 28,740 | $5,587 | 2.12% |
| 20 | Diamondback Energy Inc | FANG | 35,155 | $5,285 | 2.00% |