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
$218B
$233,000 0.09% of portfolio
600
Q2 2025 Reduced 38.46%
$3.14B
$214,000 0.08% of portfolio
3,500
Q2 2024 Reduced 4.11%
$18.1M
$180,000 0.07% of portfolio
20,344
Q2 2025 Added 68.91%
Surface Oncology Inc.
-
$21,000 0.01% of portfolio
-
Q3 2023 New
Bristol Myers Squibb Contingen
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 5.38%

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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