Beddow Capital Management Inc Portfolio Holdings

Beddow Capital Management Inc

  • $267 Million
  • Q1 2025

Beddow Capital Management Inc has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $267 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Texas Pacific Land Corporation with a value of $31.4M, Investor Ab 'B' with a value of $15.4M, Banco Latinoamericano De Expor with a value of $13.7M, International Business Machines Corp with a value of $13.7M, and Mesabi Trust with a value of $11M.

Examining the 13F form we can see an increase of $24M in the current position value, from $243M to 267M.

Below you can find more details about Beddow Capital Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $267 Million
Energy: $33.3 Million
Healthcare: $30.6 Million
Basic Materials: $28.4 Million
Industrials: $18.4 Million
Technology: $18.2 Million
Consumer Defensive: $17.4 Million
Consumer Cyclical: $16.8 Million
Financial Services: $16.5 Million
Other: $384,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Texas Pacific Land Corporation
-
$31.4 Million 11.75% of portfolio
-
Q1 2025 Reduced 3.65%
Investor Ab 'B'
-
$15.4 Million 5.78% of portfolio
-
Q1 2025 Reduced 0.76%
Banco Latinoamericano De Expor
-
$13.7 Million 5.12% of portfolio
-
Q1 2025 Reduced 4.2%
$239B
$13.7 Million 5.12% of portfolio
55,058
Q1 2025 Reduced 1.44%
$332M
$11 Million 4.1% of portfolio
403,075
Q1 2025 Reduced 6.56%
$21B
$9.82 Million 3.67% of portfolio
111,650
Q1 2025 Added 59.56%
$185B
$9.14 Million 3.42% of portfolio
79,190
Q1 2025 Reduced 3.42%
$30.5B
$8.92 Million 3.34% of portfolio
56,607
Q1 2025 Reduced 2.12%
$0
$8.94 Million 3.34% of portfolio
-
Q1 2025 Added 1.71%
$694B
$8.8 Million 3.29% of portfolio
16,520
Q1 2025 Reduced 0.27%
$391B
$8.7 Million 3.26% of portfolio
52,465
Q1 2025 Reduced 0.17%
$8.76B
$8.46 Million 3.17% of portfolio
95,655
Q1 2025 Added 5.14%
$35.6B
$7.95 Million 2.97% of portfolio
102,593
Q1 2025 Added 0.12%
$58.9B
$7.88 Million 2.95% of portfolio
34,065
Q1 2025 Reduced 5.1%
$292B
$7.3 Million 2.73% of portfolio
72,120
Q1 2025 Added 9.84%
$2.23B
$7.27 Million 2.72% of portfolio
487,925
Q1 2025 Added 12.87%
$0
$7.13 Million 2.67% of portfolio
136,760
Q4 2024 Reduced 0.36%
$455B
$6.39 Million 2.39% of portfolio
8
Q1 2025 Reduced 11.11%
Conoco Phillips Company
-
$5.85 Million 2.19% of portfolio
-
Q1 2025 Reduced 4.94%
$19.6B
$5.85 Million 2.19% of portfolio
202,545
Q1 2025 Reduced 20.02%
$3.88B
$5.29 Million 1.98% of portfolio
46,935
Q1 2025 Added 108.65%
$13.9B
$5.22 Million 1.95% of portfolio
585,601
Q1 2025 Added 316.51%
$67.9B
$5.08 Million 1.9% of portfolio
39,645
Q1 2025 Reduced 2.87%
$233B
$4.53 Million 1.7% of portfolio
61,851
Q1 2025 Reduced 0.24%
$25.2B
$4.22 Million 1.58% of portfolio
26,405
Q1 2025 Added 132.54%
Pilot Corporation
-
$4.24 Million 1.58% of portfolio
-
Q1 2025 Added 1.74%
$127B
$4.11 Million 1.54% of portfolio
162,130
Q1 2025 Reduced 0.15%
Skf Aktiebolaget
-
$3.95 Million 1.48% of portfolio
-
Q1 2025 Reduced 2.92%
$430B
$3.69 Million 1.38% of portfolio
26,410
Q1 2025 Reduced 3.3%
Accelleron Industries Ag Ord
-
$2.7 Million 1.01% of portfolio
-
Q1 2025 Added 2.53%
$25.7B
$1.66 Million 0.62% of portfolio
1,405
Q1 2025 Added 24.89%
$71.3B
$1.58 Million 0.59% of portfolio
415
Q4 2024 Reduced 1.19%
$82.2B
$1.21 Million 0.45% of portfolio
8,254
Q1 2025 Reduced 2.94%
$2.09T
$1.08 Million 0.4% of portfolio
5,685
Q1 2024 Added 1.34%
Pershing Square Holdings
-
$906,000 0.34% of portfolio
-
Q2 2024 Reduced 5.13%
$0
$829,000 0.31% of portfolio
100,821
Q1 2025 Added 4.19%
$189B
$662,000 0.25% of portfolio
7,375
Q1 2025 Reduced 1.34%
$3.4T
$566,000 0.21% of portfolio
2,550
Q1 2025 Reduced 1.92%
$233B
$498,000 0.19% of portfolio
4,465
Q1 2025 Reduced 2.72%
$55.5B
$466,000 0.17% of portfolio
2,250
Q2 2023 Reduced 3.23%
$0
$389,000 0.15% of portfolio
10,792
Q1 2025 Reduced 10.3%
$957B
$384,000 0.14% of portfolio
2,460
Q1 2025 Added 1.44%
$278B
$364,000 0.14% of portfolio
2,175
Q3 2024 Added 7.41%
$2.28B
$343,000 0.13% of portfolio
4,100
Q4 2023 New
$185B
$322,000 0.12% of portfolio
975
Q4 2024 Reduced 7.14%
$447B
$312,000 0.12% of portfolio
330
Q4 2024 Reduced 2.94%
$3.38T
$291,000 0.11% of portfolio
775
Q1 2023 New
$97.4B
$297,000 0.11% of portfolio
4,875
Q1 2025 Reduced 62.15%
$5.27B
$278,000 0.1% of portfolio
3,875
Q2 2024 Reduced 3.13%

Summary

  • Portfolio
  • No. of Stocks 57
  • Current Value $267 Million
  • Prior Value $243 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 1 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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