BEDDOW CAPITAL MANAGEMENT INC

CIK

1278641

Location

JACKSON, WY

Portfolio Value

Small $173,243,423

Diversification

Diversified

Filing Date

Global Rank

#6,624 / 8,854 ▼ 403 · as of Dec 2025

Top Industry

Drug Manufacturers - General 13.0%

Period ended 10 months ago

Filed Feb 11, 2026 · 9mo

24 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Dec 31, 2025, never from the firm's own description.

Style

Concentrated

The top 10 positions are 69.7% of the book (60%+)

Turnover

Low turnover

14.2% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 20.0 quarters (12+), a floor since 60.4% of the book was already held when coverage starts

Closest benchmark: the Dow Jones Industrial Average as of 2026-01-31, active share 90.8%; sector active share 43.4% against the combined 13F book's sector weights.

Over time 24 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

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

Top Position

8.7%

+0.9 pts

Top 5

40.0%

+3.0 pts

Top 10

69.7%

+4.1 pts

HHI

566

Diversified+36

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Dec 31, 2025

Sector	% Portfolio	Value	Positions
Basic Materials	20.3%	$35,144,924	4
Financial Services	15.9%	$27,534,858	4
Healthcare	15.0%	$26,034,606	8
Energy	14.3%	$24,829,370	8
Industrials	8.9%	$15,370,756	7
Consumer Defensive	8.7%	$15,135,116	1
Technology	8.7%	$15,119,210	4
Consumer Cyclical	7.3%	$12,728,469	3
Communication Services	0.8%	$1,345,900	1
Unclassified	0.0%	$214	1

Last Quarter's Activity

Export CSV

Dec 31, 2025 vs Sep 30, 2025

Added To

Positions the filer increased

8 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
BLDR	Builders FirstSource, Inc.	+175	4,410	$453,744
CVX	Chevron Corp	+175	2,560	$390,169
BRK-A	Berkshire Hathaway Inc	+1	8	$6,038,400
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	Bladex, 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
—		−4,020	194,974	$5,132
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

1 positions

Ticker	Company	Shares	Value	Open
—		5,000	$214
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

41 tracked positions · $173,243,423 total · filing declares 55 positions · $264,861 · 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	Held (qtrs)	Est. cost/share	% of Portfolio
DG	Dollar General Corp Consumer Defensive	Reduced	113,995	-8,755	$15,135,116	+19.3%	8	$105.61	8.74%
MSB	Mesabi Trust Basic Materials	Reduced	352,805	-13,124	$13,590,048	+26.9%	24+	before history	7.84%
IBM	International Business Machines Corp Technology	Reduced	45,790	-4,178	$13,563,455	−3.8%	24+	before history	7.83%
BLX	Bladex, Inc. Financial Services	Reduced	294,135	-10,735	$13,118,421	−6.4%	24+	before history	7.57%
FNV	FRANCO NEVADA Corp Basic Materials	Reduced	51,272	-1,460	$10,627,660	−9.6%	24+	before history	6.13%
WPM	Wheaton Precious Metals Corp. Basic Materials	Reduced	89,943	-3,300	$10,570,101	+1.4%	22	$44.22	6.10%
ALV	Autoliv Inc Consumer Cyclical	Reduced	88,810	-2,390	$10,541,747	−6.4%	24+	before history	6.08%
JNJ	Johnson & Johnson Healthcare	Reduced	48,425	-1,415	$10,021,553	+8.4%	24+	before history	5.78%
ABBNY	Abb Ltd Industrials	Reduced	124,815	-4,750	$9,550,843	+1.2%	24+	before history	5.51%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	15,736	-1,270	$7,909,700	−7.5%	24+	before history	4.57%
BRK-A	Berkshire Hathaway Inc Financial Services	Added	8	+1	$6,038,400	+14.4%	24+	before history	3.49%
ABBV	AbbVie Inc. Healthcare	Reduced	25,725	-4,700	$5,877,905	−16.6%	24+	before history	3.39%
LNG	Cheniere Energy, Inc. Energy	Reduced	28,740	-1,025	$5,586,768	−20.1%	19	$103.17	3.22%
FANG	Diamondback Energy, Inc. Energy	Added	35,155	+2,195	$5,284,851	+12.0%	16	$151.14	3.05%
CHRD	Chord Energy Corp Energy	Reduced	52,535	-3,705	$4,869,994	−12.9%	6	$117.74	2.81%
OGN	Organon & Co. Healthcare	Added	666,725	+15,935	$4,780,418	−31.2%	19	$15.91	2.76%
SHEL	Shell plc Energy	Reduced	57,076	-1,425	$4,193,944	+0.2%	16	$52.15	2.42%
EOG	Eog Resources Inc Energy	Reduced	36,960	-1,375	$3,881,169	−9.7%	21	$50.71	2.24%
CPRT	Copart Inc Industrials	Added	94,590	+29,105	$3,703,198	+25.8%	2	$45.39	2.14%
MTD	Mettler Toledo International Inc Healthcare	Held	2,347	0	$3,272,163	+13.6%	8	$1,239.76	1.89%
GOOGL	Alphabet Inc. Communication Services	Reduced	4,300	-200	$1,345,900	+23.0%	13	$149.69	0.78%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	5,580	-75	$1,287,975	+3.7%	24+	before history	0.74%
AZO	Autozone Inc Consumer Cyclical	Held	265	0	$898,747	−20.9%	20	$1,975.25	0.52%
AAPL	Apple Inc. Technology	Held	2,550	0	$693,243	+6.8%	22	unpriced	0.40%
NVS	Novartis AG Healthcare	Added	4,940	+490	$681,077	+19.3%	16	$96.34	0.39%
MXC	Mexco Energy Corp Energy	Added	62,295	+21,434	$617,343	+64.9%	5	$9.30	0.36%
MRK	Merck & Co., Inc. Healthcare	Reduced	5,850	-1,075	$615,771	+5.9%	24+	before history	0.36%
MMM	3M Co Industrials	Reduced	3,705	-1,950	$593,170	−32.4%	24+	before history	0.34%
ORCL	Oracle Corp Technology	Reduced	2,465	-16,210	$480,453	−90.9%	20	$74.53	0.28%
ALL	Allstate Corp Financial Services	Held	2,250	0	$468,337	−3.0%	24+	before history	0.27%
PFE	Pfizer Inc Healthcare	Reduced	18,770	-16,000	$467,373	−47.2%	24+	before history	0.27%
BLDR	Builders FirstSource, Inc. Industrials	Added	4,410	+175	$453,744	−11.6%	2	$131.86	0.26%
AZZ	Azz Inc Industrials	Reduced	4,000	-100	$428,720	−4.2%	9	$49.19	0.25%
CVX	Chevron Corp Energy	Added	2,560	+175	$390,169	+5.3%	10	$156.84	0.23%
MSFT	Microsoft Corp Technology	Reduced	790	-10	$382,059	−7.8%	12	$260.68	0.22%
TFPM	Triple Flag Precious Metals Corp. Basic Materials	Held	10,750	0	$357,115	+13.5%	16	unpriced	0.21%
TKR	Timken Co Industrials	Held	3,875	0	$326,003	+11.9%	24+	before history	0.19%
VTRS	Viatris Inc Healthcare	Reduced	25,570	-4,500	$318,346	+6.9%	21	$12.53	0.18%
CAT	Caterpillar Inc Industrials	Reduced	550	-50	$315,078	+10.1%	13	$217.70	0.18%
		Reduced	194,974	-4,020	$5,132	+9.1%	17	unpriced	0.00%
		NEW	5,000	NEW	$214	NEW	1	unpriced	0.00%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.