BEDDOW CAPITAL MANAGEMENT INC — 13F Holdings & Portfolio
CIK 1278641 · latest 13F-HR filed 2026-02-11
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$264.9K
Long-equity book
55
Distinct positions
2025-12-31
Filed 2026-02-11
+1 / −1 / ↑21 / ↓20
vs 2025-09-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Mesabi Trust Ctfs$2.9K +26.9%
- Dollar General Corporation$2.4K +19.3%
- Investor AB 'B'$1.8K +12.4%
- Johnson & Johnson$781 +8.5%
- Berkshire Hathaway$759 +14.4%
Top Trims
- Oracle Corp-$4.8K -90.9%
- Organon & Co.-$2.2K -31.2%
- Texas Pacific Land Corporation-$1.5K -7.1%
- Cheniere Energy, Inc.-$1.4K -20.1%
- AbbVie Inc.-$1.2K -16.6%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corporation | OILT | 882610108 | $19.6K | 7.40% | 68,241 | SH |
| 2 | Investor AB 'B' | IVSBF | W48102128 | $16.3K | 6.15% | 459,474 | SH |
| 3 | Dollar General Corporation | DG | 256677105 | $15.1K | 5.71% | 113,995 | SH |
| 4 | Mesabi Trust Ctfs | MSB | 590672101 | $13.6K | 5.13% | 352,805 | SH |
| 5 | International Business Machine | IBM | 459200101 | $13.6K | 5.12% | 45,790 | SH |
| 6 | Banco Latinoamericano de Expor | E | P16994132 | $13.1K | 4.95% | 294,135 | SH |
| 7 | Franco-Nevada Coporation | FNV | 351858105 | $10.6K | 4.01% | 51,272 | SH |
| 8 | Wheaton Precious Metals Corp | WPM | 962879102 | $10.6K | 3.99% | 89,943 | SH |
| 9 | Autoliv, Inc. | ALV | 052800109 | $10.5K | 3.98% | 88,810 | SH |
| 10 | Johnson & Johnson | JNJ | 478160104 | $10.0K | 3.78% | 48,425 | SH |
| 11 | Siemens AG | SMMNY | 826197501 | $10.0K | 3.78% | 71,555 | SH |
| 12 | ABB Ltd | ABBNY | 000375204 | $9.2K | 3.49% | 124,815 | SH |
| 13 | Citigroup Cap XIII Tr Pfd | CPN | 173080201 | $8.7K | 3.30% | 289,455 | SH |
| 14 | Berkshire Hathaway Cl B | BRK.B | 084670702 | $7.9K | 2.99% | 15,736 | SH |
| 15 | Nestle S.A. | NSRGY | 641069406 | $7.2K | 2.74% | 73,394 | SH |
| 16 | Subaru Corporation | — | 86428V104 | $6.3K | 2.36% | 583,121 | SH |
| 17 | Berkshire Hathaway | BRK.A | 084670108 | $6.0K | 2.28% | 8 | SH |
| 18 | AbbVie Inc. | ABBV | 00287Y109 | $5.9K | 2.22% | 25,725 | SH |
| 19 | Cheniere Energy, Inc. | LNG | 16411R208 | $5.6K | 2.11% | 28,740 | SH |
| 20 | Diamondback Energy Inc | FANG | 25278X109 | $5.3K | 2.00% | 35,155 | SH |
| 21 | Coterra Energy Inc. | CTRA | 127097103 | $5.1K | 1.94% | 194,974 | SH |
| 22 | Chord Energy Corp | CHRD | 674215207 | $4.9K | 1.84% | 52,535 | SH |
| 23 | Organon & Co. | OGN | 68622V106 | $4.8K | 1.80% | 666,725 | SH |
| 24 | ConocoPhillips Company | — | 718507BK1 | $4.5K | 1.71% | 48,380 | SH |
| 25 | Pilot Corporation | — | J6378K106 | $4.5K | 1.70% | 145,306 | SH |
| 26 | SKF Aktiebolaget | SKULF | 784375404 | $4.4K | 1.64% | 164,511 | SH |
| 27 | Shell plc | SHEL | 780259305 | $4.2K | 1.58% | 57,076 | SH |
| 28 | EOG Resources, Inc. | EOG | 26875P101 | $3.9K | 1.47% | 36,960 | SH |
| 29 | Copart Inc | CPRT | 217204106 | $3.7K | 1.40% | 94,590 | SH |
| 30 | Accelleron Industries AG ORD | — | H0029X106 | $3.7K | 1.38% | 47,473 | SH |
| 31 | Mettler-Toledo Int'l Inc. | MTD | 592688105 | $3.3K | 1.24% | 2,347 | SH |
| 32 | Alphabet Cl C | GOOGL | 02079K305 | $1.3K | 0.51% | 4,300 | SH |
| 33 | Amazon.com | AMZN | 023135106 | $1.3K | 0.49% | 5,580 | SH |
| 34 | AutoZone, Inc. | AZO | 053332102 | $899 | 0.34% | 265 | SH |
| 35 | FRMO Corporation | FRMO | 30262F205 | $706 | 0.27% | 96,702 | SH |
| 36 | Apple Inc. | AAPL | 037833100 | $693 | 0.26% | 2,550 | SH |
| 37 | Novartis AG | NVS | 66987V109 | $681 | 0.26% | 4,940 | SH |
| 38 | Pershing Square Holdings | PS | G7016V101 | $663 | 0.25% | 10,175 | SH |
| 39 | Mexco Energy | MXC | 592770101 | $617 | 0.23% | 62,295 | SH |
| 40 | Merck & Co. | MRK | 58933Y105 | $616 | 0.23% | 5,850 | SH |
| 41 | 3M Company | MMM | 88579Y101 | $593 | 0.22% | 3,705 | SH |
| 42 | Oracle Corp | ORCL | 68389X105 | $480 | 0.18% | 2,465 | SH |
| 43 | Allstate Corporation | ALL | 020002101 | $468 | 0.18% | 2,250 | SH |
| 44 | Pfizer, Inc | PFE | 717081103 | $467 | 0.18% | 18,770 | SH |
| 45 | Builders FirstSource Inc | BLDR | 12008R107 | $454 | 0.17% | 4,410 | SH |
| 46 | AZZ Incorporated | AZZ | 002474104 | $429 | 0.16% | 4,000 | SH |
| 47 | Chevron Corp | CVX | 166764100 | $390 | 0.15% | 2,560 | SH |
| 48 | Microsoft Corp | MSFT | 594918104 | $382 | 0.14% | 790 | SH |
| 49 | Triple Flag Precious Metals Co | TFPM | 89679M104 | $357 | 0.13% | 10,750 | SH |
| 50 | Timken Company | TKR | 887389104 | $326 | 0.12% | 3,875 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-02-11 | $264.9K | 55 | 0001278641-26-000001 |
| 2025-09-30 | 2025-11-12 | $271.3K | 55 | 0001278641-25-000006 |