BEDDOW CAPITAL MANAGEMENT INC
CIK 1278641 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $271K
- 持仓
- 55
- 截至
- 2025年9月30日 数据截至 Q3 2025
按 13F 价值排名第 9314（共 9443） · 前 98.6%
投资组合价值同比（季度）：+11.5% 13F不披露现金
- 前十大持仓权重
- 48.12%
- 前二十五大持仓权重
- 85.14%
- 持仓高于 1%
- 32
- 有效持仓数量
- 28.0
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q3 2025: 9.96% 估计买入 $25612 · 卖出 $32768
- 新仓位
- 2
- 增加
- 13
- 减少
- 36
- 已结清
- 0
行业细分
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%
其他/未映射
33.2%
完整投资组合 55 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| TPL Texas Pacific Land Corporation Common Stock | $21099 | 7.78% | 22599 | $-6110 | |||
| 未知发行人 (CUSIP: W48102128) | $14492 | 5.34% | 475144 | $1035 | |||
| IBM International Business Machines Corporation Common Stock | $14099 | 5.20% | 49968 | $1819 | |||
| BLX Banco Latinoamericano de Comercio Exterior, S.A. | $14015 | 5.17% | 304870 | $137 | |||
| DG Dollar General Corporation Common Stock | $12686 | 4.68% | 122750 | $7380 | |||
| FNV Franco-Nevada Corporation | $11754 | 4.33% | 52732 | $4954 | |||
| ALV Autoliv, Inc. Common Stock | $11263 | 4.15% | 91200 | $2730 | |||
| MSB Mesabi Trust Common Stock | $10711 | 3.95% | 365929 | $-1414 | |||
| WPM Wheaton Precious Metals Corp Common Shares (Canada) | $10428 | 3.84% | 93243 | $4665 | |||
| SIEGY | $9991 | 3.68% | 74000 | $2064 | |||
| ABBNY | $9322 | 3.44% | 129565 | $1977 | |||
| JNJ Johnson & Johnson Common Stock | $9241 | 3.41% | 49840 | $1640 | |||
| CPRN | $8869 | 3.27% | 293980 | $51 | |||
| BRKB | $8550 | 3.15% | 17006 | $1041 | |||
| ABBV AbbVie Inc. Common Stock | $7045 | 2.60% | 30425 | $833 | |||
| LNG Cheniere Energy, Inc. Common Stock | $6994 | 2.58% | 29765 | $-719 | |||
| OGN Organon & Co. Common Stock | $6950 | 2.56% | 650790 | $500 | |||
| NSRGY | $6767 | 2.49% | 73734 | $1403 | |||
| FUJHY | $6019 | 2.22% | 595371 | $4757 | |||
| CHRD Chord Energy Corporation - Common Stock | $5589 | 2.06% | 56240 | $2959 | |||
| BRKA | $5279 | 1.95% | 7 | $-849 | |||
| ORCL Oracle Corporation Common Stock | $5252 | 1.94% | 18675 | $701 | |||
| 未知发行人 (CUSIP: 718507BK1) | $4938 | 1.82% | 52205 | $-873 | |||
| 未知发行人 (CUSIP: J6378K106) | $4890 | 1.80% | 149451 | $255 | |||
| FANG Diamondback Energy, Inc. - Common Stock | $4717 | 1.74% | 32960 | $2857 | |||
| CTRA Coterra Energy Inc. Common Stock | $4706 | 1.73% | 198994 | $-1762 | |||
| SKFRY | $4353 | 1.60% | 174311 | $578 | |||
| 未知发行人 (CUSIP: H0029X106) | $4332 | 1.60% | 49513 | $1561 | |||
| EOG EOG Resources, Inc. Common Stock | $4298 | 1.58% | 38335 | $-705 | |||
| SHEL Shell PLC American Depositary Shares (each representing two (2) Ordinary Shares) | $4185 | 1.54% | 58501 | $301 | |||
| CPRT Copart, Inc. - Common Stock | $2945 | 1.09% | 65485 | 上涨 ×1 | |||
| MTD Mettler-Toledo International, Inc. Common Stock | $2881 | 1.06% | 2347 | $1504 | |||
| AMZN Amazon.com, Inc. - Common Stock | $1242 | 0.46% | 5655 | $-5 | |||
| AZO AutoZone, Inc. Common Stock | $1137 | 0.42% | 265 | $-192 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $1096 | 0.40% | 4500 | $634 | |||
| PFE Pfizer, Inc. Common Stock | $886 | 0.33% | 34770 | $-3422 | |||
| MMM 3M Company Common Stock | $878 | 0.32% | 5655 | $-220 | |||
| FRMO | $826 | 0.30% | 93877 | $-119 | |||
| AAPL Apple Inc. - Common Stock | $649 | 0.24% | 2550 | $-2 | |||
| 未知发行人 (CUSIP: G7016V101) | $630 | 0.23% | 10175 | $-263 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $581 | 0.21% | 6925 | $-163 | |||
| NVS Novartis AG Common Stock | $571 | 0.21% | 4450 | $124 | |||
| BLDR Builders FirstSource, Inc. Common Stock | $513 | 0.19% | 4235 | 上涨 ×1 | |||
| ALL Allstate Corporation (The) Common Stock | $483 | 0.18% | 2250 | $49 | |||
| AZZ AZZ Inc. | $447 | 0.16% | 4100 | $111 | |||
| MSFT Microsoft Corporation - Common Stock | $414 | 0.15% | 800 | $87 | |||
| MXC | $374 | 0.14% | 40861 | $261 | |||
| CVX Chevron Corporation Common Stock | $370 | 0.14% | 2385 | $55 | |||
| TFPM Triple Flag Precious Metals Corp. Common Shares | $315 | 0.12% | 10750 | $-75 | |||
| VTRS Viatris Inc. - Common Stock | $298 | 0.11% | 30070 | $-3200 | |||
| KEWL | $291 | 0.11% | 7652 | $-130 | |||
| TKR Timken Company (The) Common Stock | $291 | 0.11% | 3875 | $14 | |||
| CAT Caterpillar, Inc. Common Stock | $286 | 0.11% | 600 | $-68 | |||
| 未知发行人 (CUSIP: 868cvr010) | $21 | 0.01% | 20000 | $0 | |||
| BMYRT | $0 | 0.00% | 522789 | $0 | |||
| 无匹配项 | |||||||
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| DG | 增持 | +53K | +$7K |
| TPL | 削减 | -2K | -$6K |
| FNV | 削减 | -5K | +$5K |
| FUJHY | 增持 | +455K | +$5K |
| WPM | 削减 | -9K | +$5K |
| PFE | 削减 | -128K | -$3K |
| CHRD | 增持 | +34K | +$3K |
| FANG | 增持 | +22K | +$3K |
| ALV | 增持 | +220 | +$3K |
| SIEGY | 削减 | -8K | +$2K |
1 个持仓已隐藏（数据完整性检查）