Beddow Capital Management as of Dec. 31, 2025
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 | 68k | 287.22 | |
| Investor AB 'B' Ord | 6.1 | $16M | 460k | 35.45 | |
| Dollar General (DG) | 5.7 | $15M | 114k | 132.77 | |
| Mesabi Trust (MSB) | 5.1 | $14M | 353k | 38.51 | |
| International Business Machines (IBM) | 5.1 | $14M | 46k | 296.20 | |
| Banco Latinoamericano de Expor Adr (BLX) | 5.0 | $13M | 294k | 44.60 | |
| Franco-Nevada Coporation Adr (FNV) | 4.0 | $11M | 51k | 207.29 | |
| Wheaton Precious Metals Corp Adr (WPM) | 4.0 | $11M | 90k | 117.52 | |
| Autoliv Adr (ALV) | 4.0 | $11M | 89k | 118.70 | |
| Johnson & Johnson (JNJ) | 3.8 | $10M | 48k | 206.96 | |
| Siemens Adr (SIEGY) | 3.8 | $10M | 72k | 139.95 | |
| Abb Adr (ABBNY) | 3.5 | $9.2M | 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 | 16k | 502.67 | |
| Nestle Adr (NSRGY) | 2.7 | $7.2M | 73k | 98.78 | |
| Subaru Corporation Adr (FUJHY) | 2.4 | $6.3M | 583k | 10.73 | |
| Berkshire Hathaway (BRK.A) | 2.3 | $6.0M | 8.00 | 754750.00 | |
| Abbvie (ABBV) | 2.2 | $5.9M | 26k | 228.49 | |
| Cheniere Energy (LNG) | 2.1 | $5.6M | 29k | 194.40 | |
| Diamondback Energy (FANG) | 2.0 | $5.3M | 35k | 150.33 | |
| Cabot Oil & Gas Corporation (CTRA) | 1.9 | $5.1M | 195k | 26.32 | |
| Oasis Petroleum (CHRD) | 1.8 | $4.9M | 53k | 92.70 | |
| Organon & Co (OGN) | 1.8 | $4.8M | 667k | 7.17 | |
| Conocophillips Company | 1.7 | $4.5M | 48k | 93.61 | |
| Pilot Corporation Ord (POGHF) | 1.7 | $4.5M | 145k | 31.06 | |
| SKF Aktiebolaget Adr (SKFRY) | 1.6 | $4.4M | 165k | 26.48 | |
| Shell Adr (SHEL) | 1.6 | $4.2M | 57k | 73.48 | |
| EOG Resources (EOG) | 1.5 | $3.9M | 37k | 105.01 | |
| Copart (CPRT) | 1.4 | $3.7M | 95k | 39.15 | |
| Accelleron Industries AG ORD Adr (ACLIF) | 1.4 | $3.7M | 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 | 4.3k | 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 | 97k | 7.30 | |
| Apple (AAPL) | 0.3 | $693k | 2.6k | 271.76 | |
| Novartis Adr (NVS) | 0.3 | $681k | 4.9k | 137.85 | |
| Pershing Square Holdings Adr (PSHZF) | 0.3 | $663k | 10k | 65.16 | |
| Mexco Energy Corporation (MXC) | 0.2 | $617k | 62k | 9.90 | |
| Merck & Co (MRK) | 0.2 | $616k | 5.9k | 105.30 | |
| 3M Company (MMM) | 0.2 | $593k | 3.7k | 160.05 | |
| Oracle Corporation (ORCL) | 0.2 | $480k | 2.5k | 194.73 | |
| Allstate Corporation (ALL) | 0.2 | $468k | 2.3k | 208.00 | |
| Pfizer (PFE) | 0.2 | $467k | 19k | 24.88 | |
| Builders FirstSource (BLDR) | 0.2 | $454k | 4.4k | 102.95 | |
| AZZ Incorporated (AZZ) | 0.2 | $429k | 4.0k | 107.25 | |
| Chevron Corporation (CVX) | 0.1 | $390k | 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 | 26k | 12.44 | |
| Caterpillar (CAT) | 0.1 | $315k | 550.00 | 572.73 | |
| Olympic Steel (ZEUS) | 0.1 | $214k | 5.0k | 42.80 | |
| Surface Oncology RTS | 0.0 | $21k | 20k | 1.05 | |
| Bristol-Myers Squibb Contingen RTS | 0.0 | $0 | 505k | 0.00 |
