StockDriftsStockDriftsTop 45 Beddow Capital Management Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| TPL | Texas Pacific Land Corporation | 7.65% | 68.2K | $20K | +201.96%(+45.64K) | $77.72(+436.91%) | 2025-12-31 | |
| DG | Dollar General Corporation | 5.91% | 114.0K | $15K | -7.13%(-8.76K) | $108.39(+12.16%) | 2025-12-31 | |
| MSB | Mesabi Trust Ctfs | 5.31% | 352.8K | $14K | -3.59%(-13.12K) | $19.75(+59.86%) | 2025-12-31 | |
| IBM | International Business Machine | 5.3% | 45.8K | $14K | -8.36%(-4.18K) | $124.33(+96.90%) | 2025-12-31 | |
| BLX | Banco Latinoamericano de Expor | 5.12% | 294.1K | $13K | -3.52%(-10.73K) | $15.71(+256.83%) | 2025-12-31 | |
| FNV | Franco-Nevada Coporation | 4.15% | 51.3K | $11K | -2.77%(-1.46K) | $112.34(+128.61%) | 2025-12-31 | |
| WPM | Wheaton Precious Metals Corp | 4.13% | 89.9K | $11K | -3.54%(-3.30K) | $41.87(+252.54%) | 2025-12-31 | |
| ALV | Autoliv, Inc. | 4.12% | 88.8K | $11K | -2.62%(-2.39K) | $79.31(+37.64%) | 2025-12-31 | |
| JNJ | Johnson & Johnson | 3.91% | 48.4K | $10K | -2.84%(-1.42K) | $143.54(+66.27%) | 2025-12-31 | |
| SIEGY | Siemens AG | 3.91% | 71.6K | $10K | -3.30%(-2.44K) | $63.36(+121.14%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.18% | +48.85% | +12.72% | +81.98% |
| Top 20 Holdings Unweighted | +14.99% | +52.06% | +12.44% | +79.76% |
Beddow Capital Management Inc reports $264.86K in US-listed equity holdings across 55 positions in its most recent 13F filing. Its largest disclosed positions are TPL (7.7%), DG (5.9%) and MSB (5.3%). The top 20 holdings account for 74.28% of reported assets. Its disclosed equity book has returned +48.85% on a three-year cumulative basis. Figures reflect the Q4 2025 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Beddow Capital Management Inc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1278641). View Beddow Capital Management Inc’s 13F filings on SEC