BEDDOW CAPITAL MANAGEMENT INC

Q3 2025 13F-HR Holdings

Location
Jackson, WY
Holdings as of
9/30/2025
Date filed
11/12/2025
Form type
13F-HR
Num holdings
55
Total value ($000)
$271,259
Net value change ($000)
+18,892 (7.5%)
New positions
2
Sold out positions
2
Turnover %
1.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
FNV 2,965 33.7%
CPRT 2,945 NEW
WPM 1,837 21.4%
MSB 1,724 19.2%
JNJ 1,597 20.9%
ABLZF 1,566 20.2%
Accelleron Industries AG ORD 1,333 44.4%
OGN 1,064 18.1%
ABBV 1,048 17.5%
FUJHY 1,011 20.2%
Top Reduces (Value $000, Stocks/ETFs)
TEXAS PACIFIC LAND TRUST -2,618 -11.0%
PFE -1,466 -62.3%
IBM -737 -5.0%
LNG -559 -7.4%
COST -327 -100.0%
MMM -310 -26.1%
EOG -282 -6.2%
AZO -218 -16.1%
COLM -214 -100.0%
CTRA -162 -3.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type