BEDDOW CAPITAL MANAGEMENT INC

CIK

1278641

Location

JACKSON, WY

Portfolio Value

Small $172,331,392

Diversification

Diversified

Filing Date

Global Rank

#4,447 / 8,420 ▼ 40

Top Industry

Drug Manufacturers - General 13.0%

3Y Alpha vs SPY

-0.9%

Period ended 5 months ago

Filed Feb 11, 2026 · 4mo

24 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+72.8%

SPY

+76.5%

Annualised alpha

-0.9%

Max drawdown

−13.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

39 positions · as of Dec 31, 2025 · Δ vs Sep 30, 2025

Top Position

8.8%

+0.9 pts

Top 5

38.3%

+2.6 pts

Top 10

66.5%

+3.7 pts

HHI

536

Diversified+33

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Basic Materials	20.4%	$35,144,924	4
Energy	17.4%	$29,955,953	8
Healthcare	15.1%	$26,034,606	8
Financial Services	12.5%	$21,496,458	3
Industrials	8.9%	$15,370,756	7
Consumer Defensive	8.8%	$15,135,116	1
Technology	8.8%	$15,119,210	4
Consumer Cyclical	7.4%	$12,728,469	3
Communication Services	0.8%	$1,345,900	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
CPRT	Copart Inc	+29,105	94,590	$3,703,198
MXC	Mexco Energy Corp	+21,434	62,295	$617,343
OGN	Organon & Co.	+15,935	666,725	$4,780,418
FANG	Diamondback Energy, Inc.	+2,195	35,155	$5,284,851
NVS	Novartis AG	+490	4,940	$681,077
CVX	Chevron Corp	+175	2,560	$390,169
BLDR	Builders FirstSource, Inc.	+175	4,410	$453,744
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ORCL	Oracle Corp	−16,210	2,465	$480,453
PFE	Pfizer Inc	−16,000	18,770	$467,373
MSB	Mesabi Trust	−13,124	352,805	$13,590,048
BLX	Foreign Trade Bank Of Latin America, Inc.	−10,735	294,135	$13,118,421
DG	Dollar General Corp	−8,755	113,995	$15,135,116
ABBNY	Abb Ltd	−4,750	124,815	$9,550,843
ABBV	AbbVie Inc.	−4,700	25,725	$5,877,905
VTRS	Viatris Inc	−4,500	25,570	$318,346
IBM	International Business Machines Corp	−4,178	45,790	$13,563,455
CTRA	Coterra Energy Inc.	−4,020	194,974	$5,131,715
CHRD	Chord Energy Corp	−3,705	52,535	$4,869,994
WPM	Wheaton Precious Metals Corp.	−3,300	89,943	$10,570,101
ALV	Autoliv Inc	−2,390	88,810	$10,541,747
MMM	3M Co	−1,950	3,705	$593,170
FNV	FRANCO NEVADA Corp	−1,460	51,272	$10,627,660
SHEL	Shell plc	−1,425	57,076	$4,193,944
JNJ	Johnson & Johnson	−1,415	48,425	$10,021,553
EOG	Eog Resources Inc	−1,375	36,960	$3,881,169
BRK-B	Berkshire Hathaway Inc	−1,270	15,736	$7,909,700
MRK	Merck & Co., Inc.	−1,075	5,850	$615,771
LNG	Cheniere Energy, Inc.	−1,025	28,740	$5,586,768
GOOGL	Alphabet Inc.	−200	4,300	$1,345,900
AZZ	Azz Inc	−100	4,000	$428,720
AMZN	Amazon Com Inc	−75	5,580	$1,287,975
CAT	Caterpillar Inc	−50	550	$315,078
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

39 positions · $172,331,392 total · as of Dec 31, 2025

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
DG	Dollar General Corp Consumer Defensive	Reduced	113,995	-8,755	$15,135,116	+19.3%	8.78%
MSB	Mesabi Trust Basic Materials	Reduced	352,805	-13,124	$13,590,048	+26.9%	7.89%
IBM	International Business Machines Corp Technology	Reduced	45,790	-4,178	$13,563,455	−3.8%	7.87%
BLX	Foreign Trade Bank Of Latin America, Inc. Financial Services	Reduced	294,135	-10,735	$13,118,421	−6.4%	7.61%
FNV	FRANCO NEVADA Corp Basic Materials	Reduced	51,272	-1,460	$10,627,660	−9.6%	6.17%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	89,943	-3,300	$10,570,101	+1.4%	6.13%
ALV	Autoliv Inc Consumer Cyclical	Reduced	88,810	-2,390	$10,541,747	−6.4%	6.12%
JNJ	Johnson & Johnson Healthcare	Reduced	48,425	-1,415	$10,021,553	+8.4%	5.82%
ABBNY	Abb Ltd Industrials	Reduced	124,815	-4,750	$9,550,843	+1.2%	5.54%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	15,736	-1,270	$7,909,700	−7.5%	4.59%
ABBV	AbbVie Inc. Healthcare	Reduced	25,725	-4,700	$5,877,905	−16.6%	3.41%
LNG	Cheniere Energy, Inc. Energy	Reduced	28,740	-1,025	$5,586,768	−20.1%	3.24%
FANG	Diamondback Energy, Inc. Energy	Added	35,155	+2,195	$5,284,851	+12.0%	3.07%
CTRA	Coterra Energy Inc. Energy	Reduced	194,974	-4,020	$5,131,715	+9.0%	2.98%
CHRD	Chord Energy Corp Energy	Reduced	52,535	-3,705	$4,869,994	−12.9%	2.83%
OGN	Organon & Co. Healthcare	Added	666,725	+15,935	$4,780,418	−31.2%	2.77%
SHEL	Shell plc Energy	Reduced	57,076	-1,425	$4,193,944	+0.2%	2.43%
EOG	Eog Resources Inc Energy	Reduced	36,960	-1,375	$3,881,169	−9.7%	2.25%
CPRT	Copart Inc Industrials	Added	94,590	+29,105	$3,703,198	+25.8%	2.15%
MTD	Mettler Toledo International Inc/ Healthcare	Held	2,347	0	$3,272,163	+13.6%	1.90%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,300	-200	$1,345,900	+23.0%	0.78%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,580	-75	$1,287,975	+3.7%	0.75%
AZO	Autozone Inc Consumer Cyclical	Held	265	0	$898,747	−20.9%	0.52%
AAPL	Apple Inc. Technology	Held	2,550	0	$693,243	+6.8%	0.40%
NVS	Novartis AG Healthcare	Added	4,940	+490	$681,077	+19.3%	0.40%
MXC	Mexco Energy Corp Energy	Added	62,295	+21,434	$617,343	+64.9%	0.36%
MRK	Merck & Co., Inc. Healthcare	Reduced	5,850	-1,075	$615,771	+5.9%	0.36%
MMM	3M Co Industrials	Reduced	3,705	-1,950	$593,170	−32.4%	0.34%
ORCL	Oracle Corp Technology	Reduced	2,465	-16,210	$480,453	−90.9%	0.28%
ALL	Allstate Corp Financial Services	Held	2,250	0	$468,337	−3.0%	0.27%
PFE	Pfizer Inc Healthcare	Reduced	18,770	-16,000	$467,373	−47.2%	0.27%
BLDR	Builders FirstSource, Inc. Industrials	Added	4,410	+175	$453,744	−11.6%	0.26%
AZZ	Azz Inc Industrials	Reduced	4,000	-100	$428,720	−4.2%	0.25%
CVX	Chevron Corp Energy	Added	2,560	+175	$390,169	+5.3%	0.23%
MSFT	Microsoft Corp Technology	Reduced	790	-10	$382,059	−7.8%	0.22%
TFPM	Triple Flag Precious Metals Corp. Basic Materials	Held	10,750	0	$357,115	+13.5%	0.21%
TKR	Timken Co Industrials	Held	3,875	0	$326,003	+11.9%	0.19%
VTRS	Viatris Inc Healthcare	Reduced	25,570	-4,500	$318,346	+6.9%	0.18%
CAT	Caterpillar Inc Industrials	Reduced	550	-50	$315,078	+10.1%	0.18%