Beddow Capital Management as of Sept. 30, 2025
Portfolio Holdings for Beddow Capital Management
Beddow Capital Management holds 55 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 7.8 | $21M | 23k | 933.63 | |
| Investor AB 'B' Ord | 5.3 | $15M | 475k | 30.50 | |
| International Business Machines (IBM) | 5.2 | $14M | 50k | 282.16 | |
| Banco Latinoamericano de Expor Adr (BLX) | 5.2 | $14M | 305k | 45.97 | |
| Dollar General (DG) | 4.7 | $13M | 123k | 103.35 | |
| Franco-Nevada Coporation Adr (FNV) | 4.3 | $12M | 53k | 222.90 | |
| Autoliv Adr (ALV) | 4.2 | $11M | 91k | 123.50 | |
| Mesabi Trust (MSB) | 3.9 | $11M | 366k | 29.27 | |
| Wheaton Precious Metals Corp Adr (WPM) | 3.8 | $10M | 93k | 111.84 | |
| Siemens Adr (SIEGY) | 3.7 | $10M | 74k | 135.01 | |
| Abb Adr (ABBNY) | 3.4 | $9.3M | 130k | 71.95 | |
| Johnson & Johnson (JNJ) | 3.4 | $9.2M | 50k | 185.41 | |
| Citigroup Cap XIII Tr P PFD (C.PN) | 3.3 | $8.9M | 294k | 30.17 | |
| Berkshire Hathaway (BRK.B) | 3.2 | $8.5M | 17k | 502.76 | |
| Abbvie (ABBV) | 2.6 | $7.0M | 30k | 231.55 | |
| Cheniere Energy (LNG) | 2.6 | $7.0M | 30k | 234.97 | |
| Organon & Co (OGN) | 2.6 | $6.9M | 651k | 10.68 | |
| Nestle Adr (NSRGY) | 2.5 | $6.8M | 74k | 91.78 | |
| Subaru Corporation Adr (FUJHY) | 2.2 | $6.0M | 595k | 10.11 | |
| Oasis Petroleum (CHRD) | 2.1 | $5.6M | 56k | 99.38 | |
| Berkshire Hathaway (BRK.A) | 1.9 | $5.3M | 7.00 | 754142.86 | |
| Oracle Corporation (ORCL) | 1.9 | $5.3M | 19k | 281.23 | |
| Conocophillips Company | 1.8 | $4.9M | 52k | 94.59 | |
| Pilot Corporation Ord (POGHF) | 1.8 | $4.9M | 150k | 32.72 | |
| Diamondback Energy (FANG) | 1.7 | $4.7M | 33k | 143.11 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.7 | $4.7M | 199k | 23.65 | |
| SKF Aktiebolaget Adr (SKFRY) | 1.6 | $4.4M | 174k | 24.97 | |
| Accelleron Industries AG ORD Adr (ACLIF) | 1.6 | $4.3M | 50k | 87.49 | |
| EOG Resources (EOG) | 1.6 | $4.3M | 38k | 112.12 | |
| Shell Adr (SHEL) | 1.5 | $4.2M | 59k | 71.54 | |
| Copart (CPRT) | 1.1 | $2.9M | 66k | 44.97 | |
| Mettler-Toledo International (MTD) | 1.1 | $2.9M | 2.3k | 1227.52 | |
| Amazon (AMZN) | 0.5 | $1.2M | 5.7k | 219.63 | |
| AutoZone (AZO) | 0.4 | $1.1M | 265.00 | 4290.57 | |
| Alphabet Inc Class A cs (GOOGL) | 0.4 | $1.1M | 4.5k | 243.56 | |
| Pfizer (PFE) | 0.3 | $886k | 35k | 25.48 | |
| 3M Company (MMM) | 0.3 | $878k | 5.7k | 155.26 | |
| Frmo (FRMO) | 0.3 | $826k | 94k | 8.80 | |
| Apple (AAPL) | 0.2 | $649k | 2.6k | 254.51 | |
| Pershing Square Holdings Adr (PSHZF) | 0.2 | $630k | 10k | 61.92 | |
| Merck & Co (MRK) | 0.2 | $581k | 6.9k | 83.90 | |
| Novartis Adr (NVS) | 0.2 | $571k | 4.5k | 128.31 | |
| Builders FirstSource (BLDR) | 0.2 | $513k | 4.2k | 121.13 | |
| Allstate Corporation (ALL) | 0.2 | $483k | 2.3k | 214.67 | |
| AZZ Incorporated (AZZ) | 0.2 | $447k | 4.1k | 109.02 | |
| Microsoft Corporation (MSFT) | 0.2 | $414k | 800.00 | 517.50 | |
| Mexco Energy Corporation (MXC) | 0.1 | $374k | 41k | 9.15 | |
| Chevron Corporation (CVX) | 0.1 | $370k | 2.4k | 155.14 | |
| Triple Flag Precious Metals Adr (TFPM) | 0.1 | $315k | 11k | 29.30 | |
| Viatris (VTRS) | 0.1 | $298k | 30k | 9.91 | |
| Keweenaw Land Assn (KEWL) | 0.1 | $291k | 7.7k | 38.03 | |
| Timken Company (TKR) | 0.1 | $291k | 3.9k | 75.10 | |
| Caterpillar (CAT) | 0.1 | $286k | 600.00 | 476.67 | |
| Surface Oncology RTS | 0.0 | $21k | 20k | 1.05 | |
| Bristol-Myers Squibb Contingen RTS | 0.0 | $0 | 523k | 0.00 |
