BEDDOW CAPITAL MANAGEMENT INC
CIK 1278641 · Lihat di SEC EDGAR ↗
- Nilai Portofolio
- $271K
- Posisi
- 55
- Per tanggal
- 30 Sep. 2025 Data per Q3 2025
#9.314 dari 9.443 berdasarkan nilai 13F · top 98.6%
Nilai portofolio QoQ: +11.5% 13F tidak mengungkapkan kas
- Bobot 10 kepemilikan teratas
- 48,12%
- Bobot 25 kepemilikan teratas
- 85,14%
- Posisi di atas 1%
- 32
- Jumlah posisi efektif
- 28,0
Berdasarkan kepemilikan ekuitas jangka panjang 13F saja (kas, obligasi, posisi jual tidak diungkapkan)
Perputaran Q3 2025: 9,96% Perkiraan pembelian $25.612 · penjualan $32.768
- Posisi baru
- 2
- Meningkat
- 13
- Menurun
- 36
- Tertutup
- 0
Di halaman ini
- Rincian sektor Bagaimana portofolio terbagi di berbagai sektor pasar.
- Portofolio Setiap saham yang dilaporkan dimiliki oleh institusi ini, dari 13F terbarunya.
- Taruhan baru terbesar Posisi baru yang dibuka pada kuartal terakhir.
- Pergerakan Teratas Peningkatan dan penurunan posisi terbesar pada kuartal ini.
Rincian sektor
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%
Lainnya/Tidak terpetakan
33,2%
Portofolio lengkap 55 posisi
| Tipe | Rentetan | Tren 8 kuartal | |||||
|---|---|---|---|---|---|---|---|
| TPL Texas Pacific Land Corporation Common Stock | $21.099 | 7,78% | 22.599 | $-6.110 | |||
| Penerbit tidak dikenal (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 | |||
| Penerbit tidak dikenal (CUSIP: 718507BK1) | $4.938 | 1,82% | 52.205 | $-873 | |||
| Penerbit tidak dikenal (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 | |||
| Penerbit tidak dikenal (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 | Naik ×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 | |||
| Penerbit tidak dikenal (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 | Naik ×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 | |||
| Penerbit tidak dikenal (CUSIP: 868cvr010) | $21 | 0,01% | 20.000 | $0 | |||
| BMYRT | $0 | 0,00% | 522.789 | $0 | |||
| Tidak ada hasil | |||||||
Taruhan baru terbesar
Posisi baru dibuka kuartal ini, terbesar diurutkan pertama.
Penggerak teratas (QoQ)
| Sekuritas | Aksi | Saham Δ | Nilai Δ |
|---|---|---|---|
| DG | Beli lebih banyak | +53K | +$7K |
| TPL | Dipangkas | -2K | -$6K |
| FNV | Dipangkas | -5K | +$5K |
| FUJHY | Beli lebih banyak | +455K | +$5K |
| WPM | Dipangkas | -9K | +$5K |
| PFE | Dipangkas | -128K | -$3K |
| CHRD | Beli lebih banyak | +34K | +$3K |
| FANG | Beli lebih banyak | +22K | +$3K |
| ALV | Beli lebih banyak | +220 | +$3K |
| SIEGY | Dipangkas | -8K | +$2K |
1 posisi disembunyikan (pemeriksaan kelengkapan data)