BEDDOW CAPITAL MANAGEMENT INC
Q2 2025 Form 13-F
JACKSON, WYOMING
CIK 0001278641
· CRD 107491
· SEC-registered investment adviser
$252.4M Reported Value Total
BEDDOW CAPITAL MANAGEMENT INC reports 164 total accounts under management (AUM). There are 161 discretionary accounts valued at $276,897,004, and 3 non-discretionary accounts valued at $985,308.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
SEC Registered
Discretionary & Non-Discretionary
Source: Form ADV filed 2025-03-10
Reported value
$252.4M
Quarter over quarter
-0.5%
Holdings
54
Top-10 concentration
49.4%
Key People
Form ADV owners & control persons
Edward George Beddow
PRESIDENT/CHIEF COMPLIANCE OFFICER
Mark Steven Mcconnell
DIRECTOR
Craig C Taylor
DIRECTOR
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Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q2 2025 13F record
Q2 2025 13F filing summary
| Period of report | June 30, 2025 |
|---|---|
| Filed | August 14, 2025 |
| Form | 13F-HR |
| Reported value | $252.4M |
| Positions | 54 |
| Change in reported value | -5.6% |
| New positions | 0 |
| Exited positions | 2 |
| Position turnover | 3.6% |
| Top-10 concentration | 49.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q4 2025 13F
Filed Feb 11, 2026
|
54 | $264.9M |
|
Q3 2025 13F
Filed Nov 12, 2025
|
54 | $271.3M |
|
Q2 2025 13F
Filed Aug 14, 2025
|
54 | $252.4M |
|
Q1 2025 13F
Filed May 9, 2025
|
56 | $267.3M |
|
Q4 2024 13F
Filed Feb 11, 2025
|
57 | $243.3M |
|
Q3 2024 13F
Filed Nov 7, 2024
|
58 | $244.0M |
|
Q2 2024 13F
Filed Aug 13, 2024
|
58 | $228.7M |
|
Q1 2024 13F
Filed Apr 24, 2024
|
58 | $228.7M |
|
Q4 2023 13F
Filed Jan 25, 2024
|
56 | $214.7M |
|
Q3 2023 13F
Filed Nov 8, 2023
|
54 | $205.1M |
|
Q2 2023 13F
Filed Aug 8, 2023
|
52 | $196.8M |
|
Q1 2023 13F
Filed May 9, 2023
|
52 | $199.6M |
|
Q4 2022 13F
Filed Feb 2, 2023
|
50 | $195.6M |
|
Q3 2022 13F
Filed Nov 14, 2022
|
49 | $165.2M |
|
Q2 2022 13F
Filed Aug 2, 2022
|
48 | $169.9M |
|
Q1 2022 13F
Filed May 4, 2022
|
54 | $189.7M |
|
Q4 2021 13F
Filed Feb 2, 2022
|
48 | $176.3M |
|
Q3 2021 13F
Filed Oct 27, 2021
|
50 | $167.1M |
|
Q2 2021 13F
Filed Aug 5, 2021
|
56 | $174.2M |
|
Q1 2021 13F
Filed Apr 8, 2021
|
54 | $157.4M |
31 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | TPL Texas Pacific Land Corporation | $23.7M | 9.4% |
| 2 | IBM International Business Machine | $14.8M | 5.88% |
| 3 | BLX Banco Latinoamericano de Expor | $13.9M | 5.53% |
| 4 | W48102128 Investor AB 'B' | $13.5M | 5.37% |
| 5 | DG Dollar General Corporation | $12.3M | 4.86% |
| 6 | ALV Autoliv, Inc. | $10.3M | 4.08% |
| 7 | SIEGY Siemens AG | $9.6M | 3.8% |
| 8 | MSB Mesabi Trust Ctfs | $9.0M | 3.56% |
| 9 | FNV Franco-Nevada Coporation | $8.8M | 3.48% |
| 10 | WPM Wheaton Precious Metals Corp | $8.6M | 3.4% |
| 11 | CPRN Citigroup Cap XIII Tr Pfd | $8.5M | 3.37% |
| 12 | BRK-B Berkshire Hathaway Cl B | $8.1M | 3.23% |
| 13 | ABBNY ABB Ltd | $7.8M | 3.07% |
| 14 | JNJ Johnson & Johnson | $7.6M | 3.03% |
| 15 | LNG Cheniere Energy, Inc. | $7.6M | 2.99% |
| 16 | NSRGY Nestle S.A. | $6.9M | 2.72% |
| 17 | ABBV AbbVie Inc. | $6.0M | 2.38% |
| 18 | OGN Organon & Co. | $5.9M | 2.33% |
| 19 | CHRD Chord Energy Corp | $5.2M | 2.08% |
| 20 | BRK-A Berkshire Hathaway | $5.1M | 2.02% |
Values as reported on the Q2 2025 Form 13F. Every position is in the holdings table below.