Beddow Capital Management Inc Portfolio Holdings

Beddow Capital Management Inc

  • $271 Million
  • Q3 2025

Beddow Capital Management Inc has filed its 13F form on November 12, 2025 for Q3 2025 where it was disclosed a total value porftolio of $271 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 $21.1M, Investor Ab 'B' with a value of $14.5M, International Business Machines Corp with a value of $14.1M, Banco Latinoamericano De Expor with a value of $14M, and Dollar General Corp with a value of $12.7M.

Examining the 13F form we can see an increase of $18.9M in the current position value, from $252M to 271M.

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

Portfolio value $271 Million
Basic Materials: $33.5 Million
Energy: $31.2 Million
Healthcare: $28.5 Million
Consumer Cyclical: $22.6 Million
Industrials: $21.7 Million
Technology: $20.4 Million
Consumer Defensive: $19.5 Million
Financial Services: $15.1 Million
Other: $1.1 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
Texas Pacific Land Corporation
-
$21.1 Million 7.78% of portfolio
-
Q3 2025 Added 0.66%
Investor Ab 'B'
-
$14.5 Million 5.34% of portfolio
-
Q3 2025 Reduced 0.77%
$266B
$14.1 Million 5.2% of portfolio
49,968
Q3 2025 Reduced 0.72%
Banco Latinoamericano De Expor
-
$14 Million 5.17% of portfolio
-
Q3 2025 Reduced 11.89%
$23.5B
$12.7 Million 4.68% of portfolio
122,750
Q3 2025 Added 14.52%
$37.7B
$11.8 Million 4.33% of portfolio
52,732
Q3 2025 Reduced 1.65%
$10.5B
$11.3 Million 4.15% of portfolio
91,200
Q3 2025 Reduced 0.84%
$458M
$10.7 Million 3.95% of portfolio
365,929
Q3 2025 Reduced 2.44%
$47.1B
$10.4 Million 3.84% of portfolio
93,243
Q3 2025 Reduced 2.53%
$214B
$9.99 Million 3.68% of portfolio
74,000
Q3 2025 Reduced 0.6%
$0
$9.32 Million 3.44% of portfolio
129,565
Q3 2025 Reduced 0.32%
$522B
$9.24 Million 3.41% of portfolio
49,840
Q3 2025 Reduced 0.4%
$0
$8.87 Million 3.27% of portfolio
-
Q3 2025 Added 1.55%
$662B
$8.55 Million 3.15% of portfolio
17,006
Q3 2025 Added 1.37%
$414B
$7.05 Million 2.6% of portfolio
30,425
Q3 2025 Reduced 5.83%
$53.8B
$6.99 Million 2.58% of portfolio
29,765
Q3 2025 Reduced 4.03%
$278B
$6.77 Million 2.49% of portfolio
73,734
Q3 2025 Added 6.57%
$17.6B
$6.02 Million 2.22% of portfolio
595,371
Q3 2025 Added 2.83%
$3.86B
$5.59 Million 2.06% of portfolio
56,240
Q3 2025 Added 3.94%
$453B
$5.28 Million 1.95% of portfolio
7
Q2 2025 Reduced 12.5%
$593B
$5.25 Million 1.94% of portfolio
18,675
Q3 2025 Reduced 16.16%
Conoco Phillips Company
-
$4.94 Million 1.82% of portfolio
-
Q3 2025 Reduced 0.51%
Pilot Corporation
-
$4.89 Million 1.8% of portfolio
-
Q3 2025 Added 3.77%
$26.5B
$4.72 Million 1.74% of portfolio
32,960
Q3 2025 Added 18.24%
$21B
$4.71 Million 1.73% of portfolio
198,994
Q3 2025 Added 3.75%
Accelleron Industries Ag Ord
-
$4.33 Million 1.6% of portfolio
-
Q3 2025 Added 0.61%
Skf Aktiebolaget
-
$4.35 Million 1.6% of portfolio
-
Q3 2025 Reduced 4.85%
$64.7B
$4.3 Million 1.58% of portfolio
38,335
Q3 2025 Added 0.1%
$270B
$4.19 Million 1.54% of portfolio
58,501
Q3 2025 Reduced 1.22%
$9.78B
$2.95 Million 1.09% of portfolio
65,485
Q3 2025 New
$31.6B
$2.88 Million 1.06% of portfolio
2,347
Q3 2025 Added 10.29%
$2.39T
$1.24 Million 0.46% of portfolio
5,655
Q3 2025 Reduced 0.53%
$73.2B
$1.14 Million 0.42% of portfolio
265
Q3 2025 Reduced 27.4%
$1.65T
$1.1 Million 0.4% of portfolio
4,500
Q3 2025 Added 79.28%
$141B
$886,000 0.33% of portfolio
34,770
Q3 2025 Reduced 64.17%
$91.4B
$878,000 0.32% of portfolio
5,655
Q3 2025 Reduced 27.54%
$0
$826,000 0.3% of portfolio
93,877
Q3 2025 Reduced 0.42%
$4.3T
$649,000 0.24% of portfolio
2,550
Q3 2025 Reduced 1.81%
Pershing Square Holdings
-
$630,000 0.23% of portfolio
-
Q2 2025 Reduced 45.0%
$235B
$581,000 0.21% of portfolio
6,925
Q3 2025 Reduced 5.14%
$283B
$571,000 0.21% of portfolio
4,450
Q3 2025 Reduced 0.34%
$16.1B
$513,000 0.19% of portfolio
4,235
Q3 2025 New
$57.9B
$483,000 0.18% of portfolio
2,250
Q2 2023 Reduced 3.23%
$2.44B
$447,000 0.16% of portfolio
4,100
Q4 2023 New
$3.78T
$414,000 0.15% of portfolio
800
Q2 2025 Added 3.23%
$303B
$370,000 0.14% of portfolio
2,385
Q2 2025 Added 9.66%
$19.3M
$374,000 0.14% of portfolio
40,861
Q3 2025 Added 100.85%
$4.7B
$315,000 0.12% of portfolio
10,750
Q3 2025 Reduced 7.73%
$5.56B
$291,000 0.11% of portfolio
3,875
Q2 2024 Reduced 3.13%

Summary

  • Portfolio
  • No. of Stocks 55
  • Current Value $271 Million
  • Prior Value $252 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 12, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
Track This Portfolio

Track Beddow Capital Management Inc Portfolio

Follow Beddow Capital Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beddow Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Beddow Capital Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email