Holders — by stockHoldings — by fund
BEDDOW CAPITAL MANAGEMENT INC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2025-12-31 · filed with the SEC up to 45 days after quarter end · CIK 0001278641
$264,861
disclosed book value
55
positions
7.4%
largest position share
Positions, as of 2025-12-31
top 55 of 55 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | TPLUSDTexas Pacific Land Corporation | 68,241 | $19,600 | 7.4% |
| 2 | Investor AB 'B' | 459,474 | $16,288 | 6.1% |
| 3 | DGDollar General Corporation | 113,995 | $15,135 | 5.7% |
| 4 | MSBMesabi Trust Ctfs | 352,805 | $13,587 | 5.1% |
| 5 | IBMInternational Business Machine | 45,790 | $13,563 | 5.1% |
| 6 | Banco Latinoamericano de Expor | 294,135 | $13,118 | 5% |
| 7 | FNVFranco-Nevada Coporation | 51,272 | $10,628 | 4% |
| 8 | WPMWheaton Precious Metals Corp | 89,943 | $10,570 | 4% |
| 9 | ALVAutoliv, Inc. | 88,810 | $10,542 | 4% |
| 10 | JNJJohnson & Johnson | 48,425 | $10,022 | 3.8% |
| 11 | SIEGYSiemens AG | 71,555 | $10,014 | 3.8% |
| 12 | ABBNYABB Ltd | 124,815 | $9,233 | 3.5% |
| 13 | C V0 10/30/40Citigroup Cap XIII Tr Pfd | 289,455 | $8,742 | 3.3% |
| 14 | BRK/BBerkshire Hathaway Cl B | 15,736 | $7,910 | 3% |
| 15 | NSRGYNestle S.A. | 73,394 | $7,250 | 2.7% |
| 16 | FUJHYSubaru Corporation | 583,121 | $6,257 | 2.4% |
| 17 | BRK/ABerkshire Hathaway | 8 | $6,038 | 2.3% |
| 18 | ABBVAbbVie Inc. | 25,725 | $5,878 | 2.2% |
| 19 | LNGCheniere Energy, Inc. | 28,740 | $5,587 | 2.1% |
| 20 | FANGDiamondback Energy Inc | 35,155 | $5,285 | 2% |
| 21 | CTRACoterra Energy Inc. | 194,974 | $5,132 | 1.9% |
| 22 | CHRDChord Energy Corp | 52,535 | $4,870 | 1.8% |
| 23 | OGNOrganon & Co. | 666,725 | $4,780 | 1.8% |
| 24 | COP 7 03/30/29ConocoPhillips Company | 48,380 | $4,529 | 1.7% |
| 25 | Pilot Corporation | 145,306 | $4,513 | 1.7% |
| 26 | SKFRYSKF Aktiebolaget | 164,511 | $4,356 | 1.6% |
| 27 | SHELShell plc | 57,076 | $4,194 | 1.6% |
| 28 | EOGEOG Resources, Inc. | 36,960 | $3,881 | 1.5% |
| 29 | CPRTCopart Inc | 94,590 | $3,703 | 1.4% |
| 30 | Accelleron Industries AG ORD | 47,473 | $3,655 | 1.4% |
| 31 | MTDMettler-Toledo Int'l Inc. | 2,347 | $3,272 | 1.2% |
| 32 | GOOGLAlphabet Cl C | 4,300 | $1,349 | 0.5% |
| 33 | AMZNAmazon.com | 5,580 | $1,288 | 0.5% |
| 34 | AZOAutoZone, Inc. | 265 | $899 | 0.3% |
| 35 | FRMOFRMO Corporation | 96,702 | $706 | 0.3% |
| 36 | AAPLApple Inc. | 2,550 | $693 | 0.3% |
| 37 | NVSNovartis AG | 4,940 | $681 | 0.3% |
| 38 | Pershing Square Holdings | 10,175 | $663 | 0.3% |
| 39 | MXCMexco Energy | 62,295 | $617 | 0.2% |
| 40 | MRKMerck & Co. | 5,850 | $616 | 0.2% |
| 41 | MMM3M Company | 3,705 | $593 | 0.2% |
| 42 | ORCLOracle Corp | 2,465 | $480 | 0.2% |
| 43 | ALLAllstate Corporation | 2,250 | $468 | 0.2% |
| 44 | PFEPfizer, Inc | 18,770 | $467 | 0.2% |
| 45 | BLDRBuilders FirstSource Inc | 4,410 | $454 | 0.2% |
| 46 | AZZAZZ Incorporated | 4,000 | $429 | 0.2% |
| 47 | CVXChevron Corp | 2,560 | $390 | 0.1% |
| 48 | MSFTMicrosoft Corp | 790 | $382 | 0.1% |
| 49 | TFPMTriple Flag Precious Metals Co | 10,750 | $357 | 0.1% |
| 50 | TKRTimken Company | 3,875 | $326 | 0.1% |
| 51 | VTRSViatris | 25,570 | $318 | 0.1% |
| 52 | CATCaterpillar | 550 | $315 | 0.1% |
| 53 | ZEUSOlympic Steel | 5,000 | $214 | 0.1% |
| 54 | Surface Oncology Inc. | 20,000 | $21 | 0% |
| 55 | BMY-RBristol-Myers Squibb Contingen | 505,289 | $0 | 0% |
Source: SEC Form 13F-HR, reporting period 2025-12-31. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.