Beddow Capital Management
Latest statistics and disclosures from Beddow Capital Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are Texas Pacific Land Trust, Investor Ab 'b' ord, DG, MSB, IBM, and represent 29.52% of Beddow Capital Management's stock portfolio.
- Added to shares of these 10 stocks: Texas Pacific Land Trust (+$13M), CPRT, BRK.A, FANG, ZEUS, MXC, OGN, NVS, CVX, FRMO.
- Started 1 new stock position in ZEUS.
- Reduced shares in these 10 stocks: ORCL, IBM, DG, ABBV, BRK.B, Investor Ab 'b' ord, MSB, BLX, PFE, WPM.
- Sold out of its position in KEWL.
- Beddow Capital Management was a net buyer of stock by $1.8M.
- Beddow Capital Management has $265M in assets under management (AUM), dropping by -2.36%.
- Central Index Key (CIK): 0001278641
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Portfolio Holdings for Beddow Capital Management
Beddow Capital Management holds 55 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Texas Pacific Land Trust | 7.4 | $20M | +201% | 68k | 287.22 |
|
| Investor AB 'B' Ord | 6.1 | $16M | -3% | 460k | 35.45 |
|
| Dollar General (DG) | 5.7 | $15M | -7% | 114k | 132.77 |
|
| Mesabi Trust (MSB) | 5.1 | $14M | -3% | 353k | 38.51 |
|
| International Business Machines (IBM) | 5.1 | $14M | -8% | 46k | 296.20 |
|
| Banco Latinoamericano de Expor Adr (BLX) | 5.0 | $13M | -3% | 294k | 44.60 |
|
| Franco-Nevada Coporation Adr (FNV) | 4.0 | $11M | -2% | 51k | 207.29 |
|
| Wheaton Precious Metals Corp Adr (WPM) | 4.0 | $11M | -3% | 90k | 117.52 |
|
| Autoliv Adr (ALV) | 4.0 | $11M | -2% | 89k | 118.70 |
|
| Johnson & Johnson (JNJ) | 3.8 | $10M | -2% | 48k | 206.96 |
|
| Siemens Adr (SIEGY) | 3.8 | $10M | -3% | 72k | 139.95 |
|
| Abb Adr (ABBNY) | 3.5 | $9.2M | -3% | 125k | 73.97 |
|
| Citigroup Cap XIII Tr P PFD (C.PN) | 3.3 | $8.7M | 290k | 30.20 |
|
|
| Berkshire Hathaway (BRK.B) | 3.0 | $7.9M | -7% | 16k | 502.67 |
|
| Nestle Adr (NSRGY) | 2.7 | $7.2M | 73k | 98.78 |
|
|
| Subaru Corporation Adr (FUJHY) | 2.4 | $6.3M | -2% | 583k | 10.73 |
|
| Berkshire Hathaway (BRK.A) | 2.3 | $6.0M | +14% | 8.00 | 754750.00 |
|
| Abbvie (ABBV) | 2.2 | $5.9M | -15% | 26k | 228.49 |
|
| Cheniere Energy (LNG) | 2.1 | $5.6M | -3% | 29k | 194.40 |
|
| Diamondback Energy (FANG) | 2.0 | $5.3M | +6% | 35k | 150.33 |
|
| Cabot Oil & Gas Corporation (CTRA) | 1.9 | $5.1M | -2% | 195k | 26.32 |
|
| Oasis Petroleum (CHRD) | 1.8 | $4.9M | -6% | 53k | 92.70 |
|
| Organon & Co (OGN) | 1.8 | $4.8M | +2% | 667k | 7.17 |
|
| Conocophillips Company | 1.7 | $4.5M | -7% | 48k | 93.61 |
|
| Pilot Corporation Ord (POGHF) | 1.7 | $4.5M | -2% | 145k | 31.06 |
|
| SKF Aktiebolaget Adr (SKFRY) | 1.6 | $4.4M | -5% | 165k | 26.48 |
|
| Shell Adr (SHEL) | 1.6 | $4.2M | -2% | 57k | 73.48 |
|
| EOG Resources (EOG) | 1.5 | $3.9M | -3% | 37k | 105.01 |
|
| Copart (CPRT) | 1.4 | $3.7M | +44% | 95k | 39.15 |
|
| Accelleron Industries AG ORD Adr (ACLIF) | 1.4 | $3.7M | -4% | 48k | 76.99 |
|
| Mettler-Toledo International (MTD) | 1.2 | $3.3M | 2.3k | 1394.12 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 0.5 | $1.3M | -4% | 4.3k | 313.72 |
|
| Amazon (AMZN) | 0.5 | $1.3M | 5.6k | 230.82 |
|
|
| AutoZone (AZO) | 0.3 | $899k | 265.00 | 3392.45 |
|
|
| Frmo (FRMO) | 0.3 | $706k | +3% | 97k | 7.30 |
|
| Apple (AAPL) | 0.3 | $693k | 2.6k | 271.76 |
|
|
| Novartis Adr (NVS) | 0.3 | $681k | +11% | 4.9k | 137.85 |
|
| Pershing Square Holdings Adr (PSHZF) | 0.3 | $663k | 10k | 65.16 |
|
|
| Mexco Energy Corporation (MXC) | 0.2 | $617k | +52% | 62k | 9.90 |
|
| Merck & Co (MRK) | 0.2 | $616k | -15% | 5.9k | 105.30 |
|
| 3M Company (MMM) | 0.2 | $593k | -34% | 3.7k | 160.05 |
|
| Oracle Corporation (ORCL) | 0.2 | $480k | -86% | 2.5k | 194.73 |
|
| Allstate Corporation (ALL) | 0.2 | $468k | 2.3k | 208.00 |
|
|
| Pfizer (PFE) | 0.2 | $467k | -46% | 19k | 24.88 |
|
| Builders FirstSource (BLDR) | 0.2 | $454k | +4% | 4.4k | 102.95 |
|
| AZZ Incorporated (AZZ) | 0.2 | $429k | -2% | 4.0k | 107.25 |
|
| Chevron Corporation (CVX) | 0.1 | $390k | +7% | 2.6k | 152.34 |
|
| Microsoft Corporation (MSFT) | 0.1 | $382k | 790.00 | 483.54 |
|
|
| Triple Flag Precious Metals Adr (TFPM) | 0.1 | $357k | 11k | 33.21 |
|
|
| Timken Company (TKR) | 0.1 | $326k | 3.9k | 84.13 |
|
|
| Viatris (VTRS) | 0.1 | $318k | -14% | 26k | 12.44 |
|
| Caterpillar (CAT) | 0.1 | $315k | -8% | 550.00 | 572.73 |
|
| Olympic Steel (ZEUS) | 0.1 | $214k | NEW | 5.0k | 42.80 |
|
| Surface Oncology RTS | 0.0 | $21k | 20k | 1.05 |
|
|
| Bristol-Myers Squibb Contingen RTS | 0.0 | $0 | -3% | 505k | 0.00 |
|
Past Filings by Beddow Capital Management
SEC 13F filings are viewable for Beddow Capital Management going back to 2010
- Beddow Capital Management 2025 Q4 filed Feb. 11, 2026
- Beddow Capital Management 2025 Q3 filed Nov. 12, 2025
- Beddow Capital Management 2025 Q2 filed Aug. 14, 2025
- Beddow Capital Management 2025 Q1 filed May 9, 2025
- Beddow Capital Management 2024 Q4 filed Feb. 11, 2025
- Beddow Capital Management 2024 Q3 filed Nov. 7, 2024
- Beddow Capital Management 2024 Q2 filed Aug. 13, 2024
- Beddow Capital Management 2024 Q1 filed April 24, 2024
- Beddow Capital Management 2023 Q4 filed Jan. 25, 2024
- Beddow Capital Management 2023 Q3 filed Nov. 8, 2023
- Beddow Capital Management 2023 Q2 filed Aug. 8, 2023
- Beddow Capital Management 2023 Q1 filed May 9, 2023
- Beddow Capital Management 2022 Q4 filed Feb. 2, 2023
- Beddow Capital Management 2022 Q3 filed Nov. 14, 2022
- Beddow Capital Management 2022 Q2 filed Aug. 2, 2022
- Beddow Capital Management 2022 Q1 filed May 4, 2022