AI Portfolio Summary
In 2025 Q4, BEDDOW CAPITAL MANAGEMENT INC maintained a portfolio of 55 distinct positions. They heavily accumulated shares in Texas Pacific Land C, increasing their position by 202.0%. Conversely, BEDDOW CAPITAL MANAGEMENT INC completely exited their position in Keweenaw Land Associ.
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:
1-25 of 55
| 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 | 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 | 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.) | |||
|
KEWL
Keweenaw Land A...
|
Basic Materials | 0.00% | 0.11% |
Sold All 😨
(Was: #52) |
0.0 | -7,652 | -100.0% |
CLOSED
|
— | $— | 2006 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-25 of 55 holdings