Filed: 1/25/2024ACC: 0001278641-24-000001
📋 What this filing means
BEDDOW CAPITAL MANAGEMENT INC filed this quarterly 13F‑HR report disclosing 57 equity positions with a total reported market value of $214.7K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
57
Positions
$214.7K
Total AUM (reported)
5.31M
Total Shares
Allocation by class
COM$131.7K61.4%
ADR$60.5K28.2%
ORD$16.0K7.5%
PFD$6.5K3.0%
RTS$21.000.0%
Portfolio Concentration
Top 3$39.6K18.5%
4–10$58.1K27.1%
11–25$85.2K39.7%
Rest$31.7K14.8%
Top 3 weight
18.5%
Top 10 weight
45.5%
Voting Authority Distribution
Total shares with voting rights: 5.31M
Sole
Full voting authority
5.31M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole57
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings57
Rows:
Texas Pacific Land Corporation
SOLEShares10.95K
TypeSH
Market value$17.2K
8.02%
Sole
10.95K
Shared
0.00
None
0.00
Investor AB 'B'
SOLEShares525.73K
TypeSH
Market value$12.1K
5.63%
Sole
525.73K
Shared
0.00
None
0.00
International Business Machine
SOLEShares63.09K
TypeSH
Market value$10.3K
4.81%
Sole
63.09K
Shared
0.00
None
0.00
Banco Latinoamericano de Expor
SOLEShares395.32K
TypeSH
Market value$9.8K
4.55%
Sole
395.32K
Shared
0.00
None
0.00
Mesabi Trust Ctfs
SOLEShares453.63K
TypeSH
Market value$9.3K
4.32%
Sole
453.63K
Shared
0.00
None
0.00
AbbVie Inc.
SOLEShares53.76K
TypeSH
Market value$8.3K
3.88%
Sole
53.76K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares50.14K
TypeSH
Market value$7.9K
3.66%
Sole
50.14K
Shared
0.00
None
0.00
Autoliv, Inc.
SOLEShares70.97K
TypeSH
Market value$7.8K
3.64%
Sole
70.97K
Shared
0.00
None
0.00
ConocoPhillips Company
SOLEShares66.14K
TypeSH
Market value$7.7K
3.58%
Sole
66.14K
Shared
0.00
None
0.00
Siemens AG
SOLEShares78.91K
TypeSH
Market value$7.4K
3.44%
Sole
78.91K
Shared
0.00
None
0.00
Intel Corp
SOLEShares137.24K
TypeSH
Market value$6.9K
3.21%
Sole
137.24K
Shared
0.00
None
0.00
Coterra Energy Inc.
SOLEShares258.88K
TypeSH
Market value$6.6K
3.08%
Sole
258.88K
Shared
0.00
None
0.00
Viatris
SOLEShares601.71K
TypeSH
Market value$6.5K
3.04%
Sole
601.71K
Shared
0.00
None
0.00
Citigroup Cap XIII Tr Pfd
SOLEShares226.96K
TypeSH
Market value$6.5K
3.02%
Sole
226.96K
Shared
0.00
None
0.00
Cheniere Energy, Inc.
SOLEShares37.30K
TypeSH
Market value$6.4K
2.97%
Sole
37.30K
Shared
0.00
None
0.00
Franco-Nevada Coporation
SOLEShares56.64K
TypeSH
Market value$6.3K
2.92%
Sole
56.64K
Shared
0.00
None
0.00
ABB Ltd
SOLEShares139.50K
TypeSH
Market value$6.2K
2.88%
Sole
139.50K
Shared
0.00
None
0.00
Nestle S.A.
SOLEShares52.17K
TypeSH
Market value$6.0K
2.81%
Sole
52.17K
Shared
0.00
None
0.00
Berkshire Hathaway Cl B
SOLEShares16.79K
TypeSH
Market value$6.0K
2.79%
Sole
16.79K
Shared
0.00
None
0.00
EOG Resources, Inc.
SOLEShares42.22K
TypeSH
Market value$5.1K
2.38%
Sole
42.22K
Shared
0.00
None
0.00
Berkshire Hathaway
SOLEShares9.00
TypeSH
Market value$4.9K
2.27%
Sole
9.00
Shared
0.00
None
0.00
Oracle Corp
SOLEShares44.75K
TypeSH
Market value$4.7K
2.20%
Sole
44.75K
Shared
0.00
None
0.00
Wheaton Precious Metals Corp
SOLEShares93.39K
TypeSH
Market value$4.6K
2.15%
Sole
93.39K
Shared
0.00
None
0.00
Merck & Co.
SOLEShares40.92K
TypeSH
Market value$4.5K
2.08%
Sole
40.92K
Shared
0.00
None
0.00
Shell plc
SOLEShares62.55K
TypeSH
Market value$4.1K
1.92%
Sole
62.55K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Texas Pacific Land CorporationSOLE | COM | 10.95K | SH | $17.2K 8.02% | 10.95K | 0.00 | 0.00 |
Investor AB 'B'SOLE | ORD | 525.73K | SH | $12.1K 5.63% | 525.73K | 0.00 | 0.00 |
International Business MachineSOLE | COM | 63.09K | SH | $10.3K 4.81% | 63.09K | 0.00 | 0.00 |
Banco Latinoamericano de ExporSOLE | ADR | 395.32K | SH | $9.8K 4.55% | 395.32K | 0.00 | 0.00 |
Mesabi Trust CtfsSOLE | COM | 453.63K | SH | $9.3K 4.32% | 453.63K | 0.00 | 0.00 |
AbbVie Inc.SOLE | COM | 53.76K | SH | $8.3K 3.88% | 53.76K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 50.14K | SH | $7.9K 3.66% | 50.14K | 0.00 | 0.00 |
Autoliv, Inc.SOLE | ADR | 70.97K | SH | $7.8K 3.64% | 70.97K | 0.00 | 0.00 |
ConocoPhillips CompanySOLE | COM | 66.14K | SH | $7.7K 3.58% | 66.14K | 0.00 | 0.00 |
Siemens AGSOLE | ADR | 78.91K | SH | $7.4K 3.44% | 78.91K | 0.00 | 0.00 |
Intel CorpSOLE | COM | 137.24K | SH | $6.9K 3.21% | 137.24K | 0.00 | 0.00 |
Coterra Energy Inc.SOLE | COM | 258.88K | SH | $6.6K 3.08% | 258.88K | 0.00 | 0.00 |
ViatrisSOLE | COM | 601.71K | SH | $6.5K 3.04% | 601.71K | 0.00 | 0.00 |
Citigroup Cap XIII Tr PfdSOLE | PFD | 226.96K | SH | $6.5K 3.02% | 226.96K | 0.00 | 0.00 |
Cheniere Energy, Inc.SOLE | COM | 37.30K | SH | $6.4K 2.97% | 37.30K | 0.00 | 0.00 |
Franco-Nevada CoporationSOLE | ADR | 56.64K | SH | $6.3K 2.92% | 56.64K | 0.00 | 0.00 |
ABB LtdSOLE | ADR | 139.50K | SH | $6.2K 2.88% | 139.50K | 0.00 | 0.00 |
Nestle S.A.SOLE | ADR | 52.17K | SH | $6.0K 2.81% | 52.17K | 0.00 | 0.00 |
Berkshire Hathaway Cl BSOLE | COM | 16.79K | SH | $6.0K 2.79% | 16.79K | 0.00 | 0.00 |
EOG Resources, Inc.SOLE | COM | 42.22K | SH | $5.1K 2.38% | 42.22K | 0.00 | 0.00 |
Berkshire HathawaySOLE | COM | 9.00 | SH | $4.9K 2.27% | 9.00 | 0.00 | 0.00 |
Oracle CorpSOLE | COM | 44.75K | SH | $4.7K 2.20% | 44.75K | 0.00 | 0.00 |
Wheaton Precious Metals CorpSOLE | ADR | 93.39K | SH | $4.6K 2.15% | 93.39K | 0.00 | 0.00 |
Merck & Co.SOLE | COM | 40.92K | SH | $4.5K 2.08% | 40.92K | 0.00 | 0.00 |
Shell plcSOLE | ADR | 62.55K | SH | $4.1K 1.92% | 62.55K | 0.00 | 0.00 |
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