BEDDOW CAPITAL MANAGEMENT INC Long-Term Concentrated

CIK: 0001278641 · Show all filings

Period: Q1 2023 (← Previous) (Next →)

Filing Date: May 9, 2023

Total Value ($000): $200 (100.0% shares, 0.0% debt)

Holdings (53)

Texas Pacific Land Corporation 9.4%
Value ($000) $19 Shares 11,065 Est. Cost $412.49 Unrealized
MSB Mesabi Trust Ctfs 5.5%
Value ($000) $11 Shares 434,434 Est. Cost $14.47 Unrealized
Investor AB 'B' 5.2%
Value ($000) $10 Shares 535,887 Est. Cost $24.49 Unrealized
ABBV AbbVie Inc. 4.4%
Value ($000) $9 Shares 54,645 Est. Cost $79.70 Unrealized +73.3%
FNV Franco-Nevada Coporation 4.1%
Value ($000) $8 Shares 56,457 Est. Cost $103.81 Unrealized +30.8%
JNJ Johnson & Johnson 3.8%
Value ($000) $8 Shares 48,613 Est. Cost $78.54 Unrealized +88.3%
IBM International Business Machine 3.7%
Value ($000) $7 Shares 56,048 Est. Cost $113.03 Unrealized +6.8%
BLX Banco Latinoamericano de Expor 3.7%
Value ($000) $7 Shares 419,144 Est. Cost $12.07 Unrealized +22.5%
ConocoPhillips Company 3.4%
Value ($000) $7 Shares 69,360 Est. Cost $37.96 Unrealized
ALV Autoliv, Inc. 3.4%
Value ($000) $7 Shares 71,803 Est. Cost $60.98 Unrealized +34.7%
CTRA Coterra Energy Inc. 3.2%
Value ($000) $6 Shares 261,549 Est. Cost $18.09 Unrealized +22.0%
LNG Cheniere Energy, Inc. 3.1%
Value ($000) $6 Shares 39,085 Est. Cost $103.17 Unrealized +46.3%
NSRGY Nestle S.A. 3.1%
Value ($000) $6 Shares 50,045 Est. Cost $73.55 Unrealized
SIEGY Siemens AG 2.9%
Value ($000) $6 Shares 71,251 Est. Cost $69.72 Unrealized
Citigroup Cap XIII Tr Pfd 2.7%
Value ($000) $5 Shares 191,980 Est. Cost $2.94 Unrealized
ORCL Oracle Corp 2.7%
Value ($000) $5 Shares 58,335 Est. Cost $69.73 Unrealized +21.6%
BRK/B Berkshire Hathaway Cl B 2.7%
Value ($000) $5 Shares 17,259 Est. Cost $152.19 Unrealized +102.5%
EOG EOG Resources, Inc. 2.5%
Value ($000) $5 Shares 44,385 Est. Cost $40.36 Unrealized +170.8%
INTC Intel Corp 2.5%
Value ($000) $5 Shares 155,690 Est. Cost $43.93 Unrealized -37.3%
VTRS Viatris 2.5%
Value ($000) $5 Shares 510,091 Est. Cost $11.55 Unrealized -16.0%
WPM Wheaton Precious Metals Corp 2.3%
Value ($000) $5 Shares 93,638 Est. Cost $40.60 Unrealized +4.7%
MRK Merck & Co. 2.3%
Value ($000) $5 Shares 42,317 Est. Cost $43.40 Unrealized +127.4%
ABBNY ABB Ltd 2.2%
Value ($000) $4 Shares 125,862 Est. Cost $22.58 Unrealized
POGHF Pilot Corporation 2.1%
Value ($000) $4 Shares 131,050 Est. Cost $35.36 Unrealized -4.4%
BRK/A Berkshire Hathaway 2.1%
Value ($000) $4 Shares 9 Est. Cost $165023.42 Unrealized +182.9%
BMY Bristol-Myers Squibb Company 2.0%
Value ($000) $4 Shares 58,585 Est. Cost $54.46 Unrealized +12.9%
PFE Pfizer, Inc 1.9%
Value ($000) $4 Shares 92,135 Est. Cost $24.24 Unrealized +50.8%
SHEL Shell plc 1.8%
Value ($000) $4 Shares 63,365 Est. Cost $54.80 Unrealized
SKFRY SKF Aktiebolaget 1.6%
Value ($000) $3 Shares 161,350 Est. Cost $7.98 Unrealized
KMI Kinder Morgan, Inc. 1.5%
Value ($000) $3 Shares 175,350 Est. Cost $10.33 Unrealized +47.6%
OGN Organon & Co. 0.7%
Value ($000) $1 Shares 62,798 Est. Cost $26.43 Unrealized -11.9%
ACLIF Accelleron Industries AG ORD 0.6%
Value ($000) $1 Shares 50,000 Est. Cost $21.32 Unrealized 0.0%
FANG Diamondback Energy Inc 0.5%
Value ($000) $1 Shares 7,690 Est. Cost $111.64 Unrealized +10.9%
MMM 3M Company 0.5%
Value ($000) $1 Shares 9,490 Est. Cost $100.80 Unrealized -15.8%
AZO AutoZone, Inc. 0.4%
Value ($000) $1 Shares 300 Est. Cost $1556.76 Unrealized +56.7%
PSHZF Pershing Square Holdings 0.3%
Value ($000) $1 Shares 19,500 Est. Cost $35.60 Unrealized
AMZN Amazon.com 0.3%
Value ($000) $1 Shares 5,610 Est. Cost $118.02 Unrealized -18.1%
FRMO FRMO Corporation 0.3%
Value ($000) $1 Shares 67,003 Est. Cost $11.05 Unrealized -25.7%
TKR Timken Company 0.3%
Value ($000) $1 Shares 6,250 Est. Cost $60.27 Unrealized +34.2%
FUJHY Subaru Corporation 0.3%
Value ($000) $1 Shares 63,443 Est. Cost $4.22 Unrealized
AAPL Apple Inc. 0.2%
Value ($000) $0 Shares 2,800 Est. Cost $125.04 Unrealized +16.4%
NVS Novartis AG 0.2%
Value ($000) $0 Shares 4,240 Est. Cost $87.56 Unrealized
TFPM Triple Flag Precious Metals Co 0.2%
Value ($000) $0 Shares 23,150 Est. Cost $14.12 Unrealized -3.5%
COLM Columbia Sportswear 0.2%
Value ($000) $0 Shares 3,650 Est. Cost $32.64 Unrealized +161.5%
KEWL Keweenaw Land Association 0.1%
Value ($000) $0 Shares 13,348 Est. Cost $21.24 Unrealized +20.7%
ZEUS Olympic Steel 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $46.21 Unrealized 0.0%
ALL Allstate Corporation 0.1%
Value ($000) $0 Shares 2,325 Est. Cost $77.22 Unrealized +53.0%
GOOGL Alphabet Cl C 0.1%
Value ($000) $0 Shares 2,475 Est. Cost $94.33 Unrealized +0.9%
CAT Caterpillar 0.1%
Value ($000) $0 Shares 1,090 Est. Cost $206.59 Unrealized +11.6%
MSFT Microsoft Corp 0.1%
Value ($000) $0 Shares 775 Est. Cost $249.46 Unrealized 0.0%
PCYO Pure Cycle Corporation 0.1%
Value ($000) $0 Shares 17,500 Est. Cost $9.97 Unrealized -7.6%
Surface Oncology Inc. 0.0%
Value ($000) $0 Shares 12,500 Est. Cost $1.21 Unrealized
Bristol-Myers Squibb Contingen 0.0%
Value ($000) $0 Shares 571,129 Est. Cost $3.48 Unrealized