Beddow Capital Management as of June 30, 2025
Portfolio Holdings for Beddow Capital Management
Beddow Capital Management holds 55 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 9.4 | $24M | 23k | 1056.39 | |
| International Business Machines (IBM) | 5.9 | $15M | 50k | 294.79 | |
| Banco Latinoamericano de Expor Adr (BLX) | 5.5 | $14M | 346k | 40.30 | |
| Investor AB 'B' Ord | 5.4 | $14M | 479k | 28.28 | |
| Dollar General (DG) | 4.9 | $12M | 107k | 114.38 | |
| Autoliv Adr (ALV) | 4.1 | $10M | 92k | 111.90 | |
| Siemens Ord (SIEGY) | 3.8 | $9.6M | 75k | 128.87 | |
| Mesabi Trust (MSB) | 3.6 | $9.0M | 375k | 23.96 | |
| Franco-Nevada Coporation Adr (FNV) | 3.5 | $8.8M | 54k | 163.92 | |
| Wheaton Precious Metals Corp Adr (WPM) | 3.4 | $8.6M | 96k | 89.80 | |
| Citigroup Cap XIII Tr P PFD (C.PN) | 3.4 | $8.5M | 290k | 29.42 | |
| Berkshire Hathaway (BRK.B) | 3.2 | $8.1M | 17k | 485.75 | |
| Abb Adr (ABBNY) | 3.1 | $7.8M | 130k | 59.67 | |
| Johnson & Johnson (JNJ) | 3.0 | $7.6M | 50k | 152.76 | |
| Cheniere Energy (LNG) | 3.0 | $7.6M | 31k | 243.53 | |
| Nestle Adr (NSRGY) | 2.7 | $6.9M | 69k | 99.32 | |
| Abbvie (ABBV) | 2.4 | $6.0M | 32k | 185.61 | |
| Organon & Co (OGN) | 2.3 | $5.9M | 608k | 9.68 | |
| Oasis Petroleum (CHRD) | 2.1 | $5.2M | 54k | 96.86 | |
| Berkshire Hathaway (BRK.A) | 2.0 | $5.1M | 7.00 | 728857.14 | |
| Subaru Corporation Adr (FUJHY) | 2.0 | $5.0M | 579k | 8.65 | |
| Oracle Corporation (ORCL) | 1.9 | $4.9M | 22k | 218.63 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.9 | $4.9M | 192k | 25.38 | |
| Conocophillips Company | 1.9 | $4.7M | 53k | 89.74 | |
| EOG Resources (EOG) | 1.8 | $4.6M | 38k | 119.60 | |
| SKF Aktiebolaget Adr (SKFRY) | 1.7 | $4.2M | 183k | 23.17 | |
| Shell Adr (SHEL) | 1.7 | $4.2M | 59k | 70.41 | |
| Pilot Corporation Ord (POGHF) | 1.6 | $4.1M | 144k | 28.50 | |
| Diamondback Energy (FANG) | 1.5 | $3.8M | 28k | 137.40 | |
| Accelleron Industries AG ORD Adr (ACLIF) | 1.2 | $3.0M | 49k | 60.94 | |
| Mettler-Toledo International (MTD) | 1.0 | $2.5M | 2.1k | 1174.81 | |
| Pfizer (PFE) | 0.9 | $2.4M | 97k | 24.24 | |
| AutoZone (AZO) | 0.5 | $1.4M | 365.00 | 3712.33 | |
| Amazon (AMZN) | 0.5 | $1.2M | 5.7k | 219.35 | |
| 3M Company (MMM) | 0.5 | $1.2M | 7.8k | 152.23 | |
| Frmo (FRMO) | 0.3 | $797k | 94k | 8.45 | |
| Merck & Co (MRK) | 0.2 | $578k | 7.3k | 79.18 | |
| Pershing Square Holdings Adr (PSHZF) | 0.2 | $543k | 10k | 53.37 | |
| Novartis Adr (NVS) | 0.2 | $540k | 4.5k | 120.94 | |
| Apple (AAPL) | 0.2 | $533k | 2.6k | 205.24 | |
| Allstate Corporation (ALL) | 0.2 | $453k | 2.3k | 201.33 | |
| Alphabet Inc Class A cs (GOOGL) | 0.2 | $445k | 2.5k | 177.29 | |
| Microsoft Corporation (MSFT) | 0.2 | $398k | 800.00 | 497.50 | |
| AZZ Incorporated (AZZ) | 0.2 | $387k | 4.1k | 94.39 | |
| Chevron Corporation (CVX) | 0.1 | $342k | 2.4k | 143.40 | |
| Costco Wholesale Corporation (COST) | 0.1 | $327k | 330.00 | 990.91 | |
| Timken Company (TKR) | 0.1 | $281k | 3.9k | 72.52 | |
| Triple Flag Precious Metals Adr (TFPM) | 0.1 | $276k | 12k | 23.69 | |
| Keweenaw Land Assn (KEWL) | 0.1 | $272k | 8.8k | 30.86 | |
| Viatris (VTRS) | 0.1 | $253k | 28k | 8.93 | |
| Caterpillar (CAT) | 0.1 | $233k | 600.00 | 388.33 | |
| Columbia Sportswear Company (COLM) | 0.1 | $214k | 3.5k | 61.14 | |
| Mexco Energy Corporation (MXC) | 0.1 | $180k | 20k | 8.85 | |
| Surface Oncology RTS | 0.0 | $21k | 20k | 1.05 | |
| Bristol-Myers Squibb Contingen RTS | 0.0 | $0 | 523k | 0.00 |
