Beddow Capital Management as of March 31, 2025
Portfolio Holdings for Beddow Capital Management
Beddow Capital Management holds 57 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 11.8 | $31M | 24k | 1324.98 | |
| Investor AB 'B' Ord | 5.8 | $15M | 507k | 30.45 | |
| International Business Machines (IBM) | 5.1 | $14M | 55k | 248.66 | |
| Banco Latinoamericano de Expor Adr (BLX) | 5.1 | $14M | 374k | 36.60 | |
| Mesabi Trust (MSB) | 4.1 | $11M | 403k | 27.20 | |
| Dollar General (DG) | 3.7 | $9.8M | 112k | 87.93 | |
| Siemens Adr (SIEGY) | 3.4 | $9.1M | 79k | 115.38 | |
| Citigroup Cap XIII Tr P PFD (C.PN) | 3.3 | $8.9M | 299k | 29.86 | |
| Franco-Nevada Coporation Adr (FNV) | 3.3 | $8.9M | 57k | 157.56 | |
| Berkshire Hathaway (BRK.B) | 3.3 | $8.8M | 17k | 532.57 | |
| Johnson & Johnson (JNJ) | 3.3 | $8.7M | 53k | 165.84 | |
| Autoliv Adr (ALV) | 3.2 | $8.5M | 96k | 88.45 | |
| Wheaton Precious Metals Corp Adr (WPM) | 3.0 | $7.9M | 103k | 77.47 | |
| Cheniere Energy (LNG) | 2.9 | $7.9M | 34k | 231.41 | |
| Nestle Adr (NSRGY) | 2.7 | $7.3M | 72k | 101.16 | |
| Organon & Co (OGN) | 2.7 | $7.3M | 488k | 14.89 | |
| Abbvie (ABBV) | 2.7 | $7.2M | 34k | 209.51 | |
| Abb Adr (ABBNY) | 2.7 | $7.1M | 137k | 52.14 | |
| Berkshire Hathaway (BRK.A) | 2.4 | $6.4M | 8.00 | 798500.00 | |
| Cabot Oil & Gas Corporation (CTRA) | 2.2 | $5.9M | 203k | 28.90 | |
| Conocophillips Company | 2.2 | $5.8M | 56k | 105.03 | |
| Oasis Petroleum (CHRD) | 2.0 | $5.3M | 47k | 112.73 | |
| Subaru Corporation Adr (FUJHY) | 2.0 | $5.2M | 586k | 8.91 | |
| EOG Resources (EOG) | 1.9 | $5.1M | 40k | 128.24 | |
| Shell Adr (SHEL) | 1.7 | $4.5M | 62k | 73.27 | |
| Pilot Corporation Ord (POGHF) | 1.6 | $4.2M | 152k | 27.82 | |
| Diamondback Energy (FANG) | 1.6 | $4.2M | 26k | 159.89 | |
| Pfizer (PFE) | 1.5 | $4.1M | 162k | 25.34 | |
| SKF Aktiebolaget Adr (SKFRY) | 1.5 | $3.9M | 195k | 20.21 | |
| Oracle Corporation (ORCL) | 1.4 | $3.7M | 26k | 139.80 | |
| Accelleron Industries AG ORD Adr (ACLIF) | 1.0 | $2.7M | 54k | 50.00 | |
| Mettler-Toledo International (MTD) | 0.6 | $1.7M | 1.4k | 1180.78 | |
| AutoZone (AZO) | 0.6 | $1.6M | 415.00 | 3812.05 | |
| 3M Company (MMM) | 0.5 | $1.2M | 8.3k | 146.84 | |
| Amazon (AMZN) | 0.4 | $1.1M | 5.7k | 190.33 | |
| Pershing Square Holdings Adr (PSHZF) | 0.3 | $906k | 19k | 48.97 | |
| Frmo (FRMO) | 0.3 | $829k | 101k | 8.22 | |
| Merck & Co (MRK) | 0.2 | $662k | 7.4k | 89.76 | |
| Apple (AAPL) | 0.2 | $566k | 2.6k | 221.96 | |
| Novartis Adr (NVS) | 0.2 | $498k | 4.5k | 111.53 | |
| Allstate Corporation (ALL) | 0.2 | $466k | 2.3k | 207.11 | |
| Keweenaw Land Assn (KEWL) | 0.1 | $389k | 11k | 36.05 | |
| Alphabet Inc Class A cs (GOOGL) | 0.1 | $384k | 2.5k | 156.10 | |
| Chevron Corporation (CVX) | 0.1 | $364k | 2.2k | 167.36 | |
| AZZ Incorporated (AZZ) | 0.1 | $343k | 4.1k | 83.66 | |
| Caterpillar (CAT) | 0.1 | $322k | 975.00 | 330.26 | |
| Costco Wholesale Corporation (COST) | 0.1 | $312k | 330.00 | 945.45 | |
| Bristol Myers Squibb (BMY) | 0.1 | $297k | 4.9k | 60.92 | |
| Microsoft Corporation (MSFT) | 0.1 | $291k | 775.00 | 375.48 | |
| Timken Company (TKR) | 0.1 | $278k | 3.9k | 71.74 | |
| Columbia Sportswear Company (COLM) | 0.1 | $265k | 3.5k | 75.71 | |
| Triple Flag Precious Metals Adr (TFPM) | 0.1 | $228k | 12k | 19.12 | |
| Viatris (VTRS) | 0.1 | $219k | 25k | 8.72 | |
| Yum! Brands (YUM) | 0.1 | $209k | 1.3k | 157.74 | |
| Mexco Energy Corporation (MXC) | 0.0 | $91k | 12k | 7.56 | |
| Surface Oncology RTS | 0.0 | $21k | 20k | 1.05 | |
| Bristol-Myers Squibb Contingen RTS | 0.0 | $0 | 553k | 0.00 |
