2025 Q4 Portfolio Activity
In 2025 Q4, BEDDOW CAPITAL MANAGEMENT INC maintained a portfolio of 55 distinct positions. The most significant new addition was Olympic Steel, now representing 0.08% of the total fund value. They heavily accumulated shares in Investor AB 'B', increasing the position by 2197.4%. The fund also reduced its exposure to Investor AB 'B' by 95.8%.
Position History
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Total Positions
55
Quarter
2025 Q4
Top Holding
TPL (7.4%)
Top 10 Concentration
50.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 55
BEDDOW CAPITAL MANAGEMENT INC Full Holdings List — 2025 Q4
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TPL
Texas Pacific L...
|
Energy | 7.40% | 7.78% |
#1
Prev: #1
|
8.0 |
—
|
45,642 | 202.0% |
P
S
|
68,241 | $19,600,000 |
$207.59
+85.5%
|
2015 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
N/A
Investor AB 'B'
|
|
Unknown | 6.15% | 5.34% |
#2
Prev: #2
|
4.5 |
—
|
-15,670 | -3.3% |
P
S
|
459,474 | $16,288,000 | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
DG
Dollar General ...
|
Consumer Defensive | 5.71% | 4.68% |
#3
2
Prev: #5
|
3.8 |
—
|
-8,755 | -7.1% |
P
S
|
113,995 | $15,135,000 |
$98.89
+4.6%
|
2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
MSB
Mesabi Trust Ct...
|
Basic Materials | 5.13% | 3.95% |
#4
4
Prev: #8
|
3.1 |
—
|
-13,124 | -3.6% |
P
S
|
352,805 | $13,587,000 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBM
International B...
|
Technology | 5.12% | 5.20% |
#5
2
Prev: #3
|
3.0 |
—
|
-4,178 | -8.4% |
P
S
|
45,790 | $13,563,000 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BLX
Banco Latinoame...
|
Financial Services | 4.95% | 5.17% |
#6
2
Prev: #4
|
2.5 |
—
|
-10,735 | -3.5% |
P
S
|
294,135 | $13,118,000 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FNV
Franco-Nevada C...
|
Basic Materials | 4.01% | 4.33% |
#7
1
Prev: #6
|
2.1 |
—
|
-1,460 | -2.8% |
P
S
|
51,272 | $10,628,000 | 2019 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
WPM
Wheaton Preciou...
|
Basic Materials | 3.99% | 3.84% |
#8
1
Prev: #9
|
2.1 |
—
|
-3,300 | -3.5% |
P
S
|
89,943 | $10,570,000 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ALV
Autoliv, Inc.
|
Consumer Cyclical | 3.98% | 4.15% |
#9
2
Prev: #7
|
2.1 |
—
|
-2,390 | -2.6% |
P
S
|
88,810 | $10,542,000 | 2011 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JNJ
Johnson & Johns...
|
Healthcare | 3.78% | 3.41% |
#10
2
Prev: #12
|
2.0 |
—
|
-1,415 | -2.8% |
P
S
|
48,425 | $10,022,000 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SIEGY
Siemens AG
|
Industrials | 3.78% | 3.68% |
#11
1
Prev: #10
|
2.0 |
—
|
-2,445 | -3.3% |
P
S
|
71,555 | $10,014,000 | 2016 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABBNY
ABB Ltd
|
Industrials | 3.49% | 3.44% |
#12
1
Prev: #11
|
1.9 |
—
|
-4,750 | -3.7% |
P
S
|
124,815 | $9,233,000 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
C/PRN
Citigroup Cap X...
|
Preferred | 3.30% | 3.27% |
#13
Prev: #13
|
1.8 |
—
|
-4,525 | -1.5% |
P
S
|
289,455 | $8,742,000 | 2022 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
Berkshire Hatha...
|
Financial Services | 2.99% | 3.15% |
#14
Prev: #14
|
1.7 |
—
|
-1,270 | -7.5% |
P
S
|
15,736 | $7,910,000 | 2012 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NSRGY
Nestle S.A.
|
Consumer Defensive | 2.74% | 2.49% |
#15
3
Prev: #18
|
1.6 |
—
|
-340 | -0.5% |
P
S
|
73,394 | $7,250,000 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FUJHY
Subaru Corporat...
|
Consumer Cyclical | 2.36% | 2.22% |
#16
3
Prev: #19
|
1.4 |
—
|
-12,250 | -2.1% |
P
S
|
583,121 | $6,257,000 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/A
Berkshire Hatha...
|
Financial Services | 2.28% | 1.95% |
#17
4
Prev: #21
|
2.9 |
—
|
1 | 14.3% |
P
S
|
8 | $6,038,000 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ABBV
AbbVie Inc.
|
Healthcare | 2.22% | 2.60% |
#18
3
Prev: #15
|
1.4 |
—
|
-4,700 | -15.4% |
P
S
|
25,725 | $5,878,000 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LNG
Cheniere Energy...
|
Energy | 2.11% | 2.58% |
#19
3
Prev: #16
|
1.3 |
—
|
-1,025 | -3.4% |
P
S
|
28,740 | $5,587,000 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FANG
Diamondback Ene...
|
Energy | 2.00% | 1.74% |
#20
5
Prev: #25
|
2.8 |
—
|
2,195 | 6.7% |
P
S
|
35,155 | $5,285,000 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CTRA
Coterra Energy ...
|
Energy | 1.94% | 1.73% |
#21
5
Prev: #26
|
1.3 |
—
|
-4,020 | -2.0% |
P
S
|
194,974 | $5,132,000 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CHRD
Chord Energy Co...
|
Energy | 1.84% | 2.06% |
#22
2
Prev: #20
|
1.2 |
—
|
-3,705 | -6.6% |
P
S
|
52,535 | $4,870,000 | 2024 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
OGN
Organon & Co.
|
Healthcare | 1.80% | 2.56% |
#23
6
Prev: #17
|
1.2 |
—
|
15,935 | 2.4% |
P
S
|
666,725 | $4,780,000 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
N/A
ConocoPhillips ...
|
|
Unknown | 1.71% | 1.82% |
#24
1
Prev: #23
|
1.2 |
—
|
-3,825 | -7.3% |
P
S
|
48,380 | $4,529,000 | — | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | ||
|
POGHF
Pilot Corporati...
|
Industrials | 1.70% | 1.80% |
#25
1
Prev: #24
|
1.2 |
—
|
-4,145 | -2.8% |
P
S
|
145,306 | $4,513,000 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SKFRY
SKF Aktiebolage...
|
Industrials | 1.64% | 1.60% |
#26
1
Prev: #27
|
1.2 |
—
|
-9,800 | -5.6% |
P
S
|
164,511 | $4,356,000 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHEL
Shell plc
|
Energy | 1.58% | 1.54% |
#27
3
Prev: #30
|
1.1 |
—
|
-1,425 | -2.4% |
P
S
|
57,076 | $4,194,000 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
EOG
EOG Resources, ...
|
Energy | 1.47% | 1.58% |
#28
1
Prev: #29
|
1.1 |
—
|
-1,375 | -3.6% |
P
S
|
36,960 | $3,881,000 | 2019 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CPRT
Copart Inc
|
Industrials | 1.40% | 1.09% |
#29
2
Prev: #31
|
3.1 |
—
|
29,105 | 44.4% |
P
S
|
94,590 | $3,703,000 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ACLIF
Accelleron Indu...
|
Industrials | 1.38% | 1.60% |
#30
2
Prev: #28
|
1.1 |
—
|
-2,040 | -4.1% |
P
S
|
47,473 | $3,655,000 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MTD
Mettler-Toledo ...
|
Healthcare | 1.24% | 1.06% |
#31
1
Prev: #32
|
1.5 |
—
|
no change | no change |
P
S
|
2,347 | $3,272,000 | 2024 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
Alphabet Cl C
|
Communication Services | 0.51% | 0.40% |
#32
3
Prev: #35
|
0.7 |
—
|
-200 | -4.4% |
P
S
|
4,300 | $1,349,000 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
Amazon.com
|
Consumer Cyclical | 0.49% | 0.46% |
#33
Prev: #33
|
0.7 |
—
|
-75 | -1.3% |
P
S
|
5,580 | $1,288,000 | 2017 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AZO
AutoZone, Inc.
|
Consumer Cyclical | 0.34% | 0.42% |
#34
Prev: #34
|
1.1 |
—
|
no change | no change |
P
S
|
265 | $899,000 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FRMO
FRMO Corporatio...
|
Financial Services | 0.27% | 0.30% |
#35
3
Prev: #38
|
0.6 |
—
|
2,825 | 3.0% |
P
S
|
96,702 | $706,000 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
Apple Inc.
|
Technology | 0.26% | 0.24% |
#36
3
Prev: #39
|
1.1 |
—
|
no change | no change |
P
S
|
2,550 | $693,000 | 2020 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVS
Novartis AG
|
Healthcare | 0.26% | 0.21% |
#37
5
Prev: #42
|
2.1 |
—
|
490 | 11.0% |
P
S
|
4,940 | $681,000 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PSHZF
Pershing Square...
|
Unknown | 0.25% | 0.23% |
#38
2
Prev: #40
|
1.1 |
—
|
no change | no change |
P
S
|
10,175 | $663,000 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MXC
Mexco Energy
|
Energy | 0.23% | 0.14% |
#39
8
Prev: #47
|
3.1 |
—
|
21,434 | 52.5% |
P
S
|
62,295 | $617,000 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MRK
Merck & Co.
|
Healthcare | 0.23% | 0.21% |
#40
1
Prev: #41
|
0.6 |
—
|
-1,075 | -15.5% |
P
S
|
5,850 | $616,000 | 2004 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MMM
3M Company
|
Industrials | 0.22% | 0.32% |
#41
4
Prev: #37
|
0.1 |
—
|
-1,950 | -34.5% |
P
S
|
3,705 | $593,000 | 2012 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ORCL
Oracle Corp
|
Technology | 0.18% | 1.94% |
#42
20
Prev: #22
|
0.1 |
—
|
-16,210 | -86.8% |
P
S
|
2,465 | $480,000 | 2021 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ALL
Allstate Corpor...
|
Financial Services | 0.18% | 0.18% |
#43
1
Prev: #44
|
1.1 |
—
|
no change | no change |
P
S
|
2,250 | $468,000 | 2017 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PFE
Pfizer, Inc
|
Healthcare | 0.18% | 0.33% |
#44
8
Prev: #36
|
0.1 |
—
|
-16,000 | -46.0% |
P
S
|
18,770 | $467,000 | 2005 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BLDR
Builders FirstS...
|
Industrials | 0.17% | 0.19% |
#45
2
Prev: #43
|
0.6 |
—
|
175 | 4.1% |
P
S
|
4,410 | $454,000 | 2025 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AZZ
AZZ Incorporate...
|
Industrials | 0.16% | 0.16% |
#46
1
Prev: #45
|
0.6 |
—
|
-100 | -2.4% |
P
S
|
4,000 | $429,000 | 2006 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CVX
Chevron Corp
|
Energy | 0.15% | 0.14% |
#47
1
Prev: #48
|
2.1 |
—
|
175 | 7.3% |
P
S
|
2,560 | $390,000 | 2015 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
Microsoft Corp
|
Technology | 0.14% | 0.15% |
#48
2
Prev: #46
|
0.6 |
—
|
-10 | -1.2% |
P
S
|
790 | $382,000 | 2020 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TFPM
Triple Flag Pre...
|
Basic Materials | 0.13% | 0.12% |
#49
Prev: #49
|
1.1 |
—
|
no change | no change |
P
S
|
10,750 | $357,000 | 2022 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TKR
Timken Company
|
Industrials | 0.12% | 0.11% |
#50
1
Prev: #51
|
1.0 |
—
|
no change | no change |
P
S
|
3,875 | $326,000 | 2012 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 55 holdings