BEDDOW CAPITAL MANAGEMENT INC
Top Portfolio Positions
39 positions ·
$172,331,392 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DG |
Dollar General Corp
Consumer Defensive
|
113,995 | $15,135,116 | 8.78% | |
| MSB |
Mesabi Trust
Basic Materials
|
352,805 | $13,590,048 | 7.89% | |
| IBM |
International Business Machines Corp
Technology
|
45,790 | $13,563,455 | 7.87% | |
| BLX |
Foreign Trade Bank Of Latin America, Inc.
Financial Services
|
294,135 | $13,118,421 | 7.61% | |
| FNV |
FRANCO NEVADA Corp
Basic Materials
|
51,272 | $10,627,660 | 6.17% | |
| WPM |
Wheaton Precious Metals Corp.
Basic Materials
|
89,943 | $10,570,101 | 6.13% | |
| ALV |
Autoliv Inc
Consumer Cyclical
|
88,810 | $10,541,747 | 6.12% | |
| JNJ |
Johnson & Johnson
Healthcare
|
48,425 | $10,021,553 | 5.82% | |
| ABBNY |
Abb Ltd
Industrials
|
124,815 | $9,550,843 | 5.54% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
15,736 | $7,909,700 | 4.59% |
Portfolio Trend
24 quarters · across all stocks
Holdings in BLX
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $13,118,421 | 294,135 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $14,014,873 | 304,870 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,944,847 | 346,026 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $13,679,652 | 373,761 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $13,878,026 | 390,161 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $12,708,820 | 391,161 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,385,506 | 383,738 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $11,254,622 | 379,967 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,780,315 | 395,324 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $8,788,968 | 414,574 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $9,374,816 | 424,969 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $7,284,722 | 419,144 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $7,212,823 | 445,236 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $5,819,679 | 445,611 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,907,949 | 445,211 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,932,492 | 444,961 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $7,241,102 | 436,211 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $7,660,805 | 436,762 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $6,673,992 | 434,222 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $6,367,505 | 420,853 | Shares | Sole | 2021-04-08 | |
| 2020-12-31 | $6,567,582 | 414,882 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $4,712,851 | 387,889 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $3,926,042 | 341,395 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $3,430,456 | 332,731 | Shares | Sole | 2020-05-07 | |
| No 13F history on record for this holder in this stock. | ||||||