BEDDOW CAPITAL MANAGEMENT INC
CIK 1278641 · View on SEC EDGAR ↗
- Portfolio value
- $271K
- Positions
- 55
- As of
- Sept. 30, 2025 Data as of Q3 2025
#9,314 of 9,443 by 13F value · top 98.6%
Portfolio value QoQ: +11.5% 13F does not disclose cash
- Top 10 holdings weight
- 48.12%
- Top 25 holdings weight
- 85.14%
- Positions above 1%
- 32
- Effective number of positions
- 28.0
Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)
Turnover Q3 2025: 9.96% Est. buys $25,612 · sells $32,768
- New positions
- 2
- Increased
- 13
- Decreased
- 36
- Closed
- 0
On this page
Sector breakdown
Energy
19.2%
Materials
12.2%
Healthcare
10.5%
Technology
7.5%
Retail
5.6%
Financial Services
5.2%
Consumer Discretionary
4.2%
Industrials
2.0%
Communication Services
0.4%
Financials
0.2%
Other/Unmapped
33.2%
Full portfolio 55 positions
| Type | Streak | 8Q trend | |||||
|---|---|---|---|---|---|---|---|
| TPL Texas Pacific Land Corporation Common Stock | $21,099 | 7.78% | 22,599 | $-6,110 | |||
| Unknown issuer (CUSIP: W48102128) | $14,492 | 5.34% | 475,144 | $1,035 | |||
| IBM International Business Machines Corporation Common Stock | $14,099 | 5.20% | 49,968 | $1,819 | |||
| BLX Banco Latinoamericano de Comercio Exterior, S.A. | $14,015 | 5.17% | 304,870 | $137 | |||
| DG Dollar General Corporation Common Stock | $12,686 | 4.68% | 122,750 | $7,380 | |||
| FNV Franco-Nevada Corporation | $11,754 | 4.33% | 52,732 | $4,954 | |||
| ALV Autoliv, Inc. Common Stock | $11,263 | 4.15% | 91,200 | $2,730 | |||
| MSB Mesabi Trust Common Stock | $10,711 | 3.95% | 365,929 | $-1,414 | |||
| WPM Wheaton Precious Metals Corp Common Shares (Canada) | $10,428 | 3.84% | 93,243 | $4,665 | |||
| SIEGY | $9,991 | 3.68% | 74,000 | $2,064 | |||
| ABBNY | $9,322 | 3.44% | 129,565 | $1,977 | |||
| JNJ Johnson & Johnson Common Stock | $9,241 | 3.41% | 49,840 | $1,640 | |||
| CPRN | $8,869 | 3.27% | 293,980 | $51 | |||
| BRKB | $8,550 | 3.15% | 17,006 | $1,041 | |||
| ABBV AbbVie Inc. Common Stock | $7,045 | 2.60% | 30,425 | $833 | |||
| LNG Cheniere Energy, Inc. Common Stock | $6,994 | 2.58% | 29,765 | $-719 | |||
| OGN Organon & Co. Common Stock | $6,950 | 2.56% | 650,790 | $500 | |||
| NSRGY | $6,767 | 2.49% | 73,734 | $1,403 | |||
| FUJHY | $6,019 | 2.22% | 595,371 | $4,757 | |||
| CHRD Chord Energy Corporation - Common Stock | $5,589 | 2.06% | 56,240 | $2,959 | |||
| BRKA | $5,279 | 1.95% | 7 | $-849 | |||
| ORCL Oracle Corporation Common Stock | $5,252 | 1.94% | 18,675 | $701 | |||
| Unknown issuer (CUSIP: 718507BK1) | $4,938 | 1.82% | 52,205 | $-873 | |||
| Unknown issuer (CUSIP: J6378K106) | $4,890 | 1.80% | 149,451 | $255 | |||
| FANG Diamondback Energy, Inc. - Common Stock | $4,717 | 1.74% | 32,960 | $2,857 | |||
| CTRA Coterra Energy Inc. Common Stock | $4,706 | 1.73% | 198,994 | $-1,762 | |||
| SKFRY | $4,353 | 1.60% | 174,311 | $578 | |||
| Unknown issuer (CUSIP: H0029X106) | $4,332 | 1.60% | 49,513 | $1,561 | |||
| EOG EOG Resources, Inc. Common Stock | $4,298 | 1.58% | 38,335 | $-705 | |||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $4,185 | 1.54% | 58,501 | $301 | |||
| CPRT Copart, Inc. - Common Stock | $2,945 | 1.09% | 65,485 | Up ×1 | |||
| MTD Mettler-Toledo International, Inc. Common Stock | $2,881 | 1.06% | 2,347 | $1,504 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1,242 | 0.46% | 5,655 | $-5 | |||
| AZO AutoZone, Inc. Common Stock | $1,137 | 0.42% | 265 | $-192 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1,096 | 0.40% | 4,500 | $634 | |||
| PFE Pfizer, Inc. Common Stock | $886 | 0.33% | 34,770 | $-3,422 | |||
| MMM 3M Company Common Stock | $878 | 0.32% | 5,655 | $-220 | |||
| FRMO | $826 | 0.30% | 93,877 | $-119 | |||
| AAPL Apple Inc. - Common Stock | $649 | 0.24% | 2,550 | $-2 | |||
| Unknown issuer (CUSIP: G7016V101) | $630 | 0.23% | 10,175 | $-263 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $581 | 0.21% | 6,925 | $-163 | |||
| NVS Novartis AG Common Stock | $571 | 0.21% | 4,450 | $124 | |||
| BLDR Builders FirstSource, Inc. Common Stock | $513 | 0.19% | 4,235 | Up ×1 | |||
| ALL Allstate Corporation (The) Common Stock | $483 | 0.18% | 2,250 | $49 | |||
| AZZ AZZ Inc. | $447 | 0.16% | 4,100 | $111 | |||
| MSFT Microsoft Corporation - Common Stock | $414 | 0.15% | 800 | $87 | |||
| MXC | $374 | 0.14% | 40,861 | $261 | |||
| CVX Chevron Corporation Common Stock | $370 | 0.14% | 2,385 | $55 | |||
| TFPM Triple Flag Precious Metals Corp. Common Shares | $315 | 0.12% | 10,750 | $-75 | |||
| VTRS Viatris Inc. - Common Stock | $298 | 0.11% | 30,070 | $-3,200 | |||
| KEWL | $291 | 0.11% | 7,652 | $-130 | |||
| TKR Timken Company (The) Common Stock | $291 | 0.11% | 3,875 | $14 | |||
| CAT Caterpillar, Inc. Common Stock | $286 | 0.11% | 600 | $-68 | |||
| Unknown issuer (CUSIP: 868cvr010) | $21 | 0.01% | 20,000 | $0 | |||
| BMYRT | $0 | 0.00% | 522,789 | $0 | |||
| No matches | |||||||
Biggest new bets
New positions opened this quarter, largest first.
Top movers (QoQ)
| Security | Action | Shares Δ | Value Δ |
|---|---|---|---|
| DG | Bought more | +53K | +$7K |
| TPL | Trimmed | -2K | -$6K |
| FNV | Trimmed | -5K | +$5K |
| FUJHY | Bought more | +455K | +$5K |
| WPM | Trimmed | -9K | +$5K |
| PFE | Trimmed | -128K | -$3K |
| CHRD | Bought more | +34K | +$3K |
| FANG | Bought more | +22K | +$3K |
| ALV | Bought more | +220 | +$3K |
| SIEGY | Trimmed | -8K | +$2K |
1 position hidden (data completeness check)