Beddow Capital Management Inc Portfolio Holdings

Beddow Capital Management Inc

  • $252 Million
  • Q2 2025

Beddow Capital Management Inc has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $252 Million distributed in 55 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Texas Pacific Land Corporation with a value of $23.7M, International Business Machines Corp with a value of $14.8M, Banco Latinoamericano De Expor with a value of $13.9M, Investor Ab 'B' with a value of $13.5M, and Dollar General Corp with a value of $12.3M.

Examining the 13F form we can see an decrease of $14.9M in the current position value, from $267M to 252M.

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

Portfolio value $252 Million
Energy: $30.8 Million
Basic Materials: $26.9 Million
Healthcare: $25.8 Million
Technology: $20.6 Million
Consumer Defensive: $19.5 Million
Industrials: $19.4 Million
Consumer Cyclical: $18.1 Million
Financial Services: $14.5 Million
Other: $445,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Texas Pacific Land Corporation
-
$23.7 Million 9.4% of portfolio
-
Q2 2025 Reduced 5.28%
$210B
$14.8 Million 5.88% of portfolio
50,328
Q2 2025 Reduced 8.59%
Banco Latinoamericano De Expor
-
$13.9 Million 5.53% of portfolio
-
Q2 2025 Reduced 7.42%
Investor Ab 'B'
-
$13.5 Million 5.37% of portfolio
-
Q2 2025 Reduced 5.59%
$26B
$12.3 Million 4.86% of portfolio
107,190
Q2 2025 Reduced 3.99%
$10.1B
$10.3 Million 4.08% of portfolio
91,970
Q2 2025 Reduced 3.85%
$217B
$9.59 Million 3.8% of portfolio
74,450
Q2 2025 Reduced 5.99%
$409M
$8.99 Million 3.56% of portfolio
375,095
Q2 2025 Reduced 6.94%
$34.1B
$8.79 Million 3.48% of portfolio
53,617
Q2 2025 Reduced 5.28%
$43.5B
$8.59 Million 3.4% of portfolio
95,668
Q2 2025 Reduced 6.75%
$0
$8.52 Million 3.37% of portfolio
-
Q2 2025 Reduced 3.26%
$621B
$8.15 Million 3.23% of portfolio
16,776
Q2 2025 Added 1.55%
$0
$7.76 Million 3.07% of portfolio
129,975
Q2 2025 Reduced 4.96%
$452B
$7.64 Million 3.03% of portfolio
50,040
Q2 2025 Reduced 4.62%
$57.4B
$7.55 Million 2.99% of portfolio
31,015
Q2 2025 Reduced 8.95%
$245B
$6.87 Million 2.72% of portfolio
69,190
Q2 2025 Reduced 4.06%
$2.3B
$5.89 Million 2.33% of portfolio
608,075
Q2 2025 Added 24.62%
$4.15B
$5.24 Million 2.08% of portfolio
54,110
Q2 2025 Added 15.29%
$423B
$5.1 Million 2.02% of portfolio
7
Q2 2025 Reduced 12.5%
$15.7B
$5.01 Million 1.98% of portfolio
578,999
Q2 2025 Reduced 1.13%
$19.1B
$4.87 Million 1.93% of portfolio
191,794
Q2 2025 Reduced 5.31%
$684B
$4.87 Million 1.93% of portfolio
22,275
Q2 2025 Reduced 15.66%
Conoco Phillips Company
-
$4.71 Million 1.87% of portfolio
-
Q2 2025 Reduced 5.79%
$69.2B
$4.58 Million 1.81% of portfolio
38,295
Q2 2025 Reduced 3.41%
Skf Aktiebolaget
-
$4.25 Million 1.68% of portfolio
-
Q2 2025 Reduced 6.16%
$258B
$4.17 Million 1.65% of portfolio
59,226
Q2 2025 Reduced 4.24%
Pilot Corporation
-
$4.1 Million 1.63% of portfolio
-
Q2 2025 Reduced 5.42%
$24.6B
$3.83 Million 1.52% of portfolio
27,875
Q2 2025 Added 5.57%
Accelleron Industries Ag Ord
-
$3 Million 1.19% of portfolio
-
Q2 2025 Reduced 8.72%
$29.1B
$2.5 Million 0.99% of portfolio
2,128
Q2 2025 Added 51.46%
$138B
$2.35 Million 0.93% of portfolio
97,045
Q2 2025 Reduced 40.14%
$75.9B
$1.36 Million 0.54% of portfolio
365
Q2 2025 Reduced 12.05%
$2.26T
$1.25 Million 0.49% of portfolio
5,685
Q1 2024 Added 1.34%
$87.3B
$1.19 Million 0.47% of portfolio
7,804
Q2 2025 Reduced 5.45%
$0
$797,000 0.32% of portfolio
94,269
Q2 2025 Reduced 6.5%
$203B
$578,000 0.23% of portfolio
7,300
Q2 2025 Reduced 1.02%
Pershing Square Holdings
-
$543,000 0.22% of portfolio
-
Q2 2025 Reduced 45.0%
$3.69T
$533,000 0.21% of portfolio
2,597
Q2 2025 Added 1.84%
$257B
$540,000 0.21% of portfolio
4,465
Q1 2025 Reduced 2.72%
$1.21T
$445,000 0.18% of portfolio
2,510
Q2 2025 Added 2.03%
$55.9B
$453,000 0.18% of portfolio
2,250
Q2 2023 Reduced 3.23%
$3.95T
$398,000 0.16% of portfolio
800
Q2 2025 Added 3.23%
$2.82B
$387,000 0.15% of portfolio
4,100
Q4 2023 New
$302B
$342,000 0.14% of portfolio
2,385
Q2 2025 Added 9.66%
$439B
$327,000 0.13% of portfolio
330
Q4 2024 Reduced 2.94%
$0
$272,000 0.11% of portfolio
8,814
Q2 2025 Reduced 18.33%
$4.13B
$276,000 0.11% of portfolio
11,650
Q2 2025 Reduced 2.31%
$5.59B
$281,000 0.11% of portfolio
3,875
Q2 2024 Reduced 3.13%
$12.3B
$253,000 0.1% of portfolio
28,320
Q2 2025 Added 12.74%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $252 Million
  • Prior Value $267 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 0 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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