BEDDOW CAPITAL MANAGEMENT INC Long-Term Concentrated

CIK: 0001278641 · Show all filings

Period: Q2 2023 (← Previous) (Next →)

Filing Date: Aug 8, 2023

Total Value ($000): $197 (100.0% shares, 0.0% debt)

Holdings (53)

Texas Pacific Land Corporation 7.6%
Value ($000) $15 Shares 11,338 Est. Cost $402.59 Unrealized
Investor AB 'B' 5.3%
Value ($000) $10 Shares 533,777 Est. Cost $24.49 Unrealized
BLX Banco Latinoamericano de Expor 4.8%
Value ($000) $9 Shares 424,969 Est. Cost $12.13 Unrealized +39.6%
MSB Mesabi Trust Ctfs 4.5%
Value ($000) $9 Shares 437,319 Est. Cost $14.47 Unrealized
IBM International Business Machine 4.1%
Value ($000) $8 Shares 60,813 Est. Cost $113.43 Unrealized +4.1%
JNJ Johnson & Johnson 4.1%
Value ($000) $8 Shares 48,833 Est. Cost $78.54 Unrealized +89.6%
FNV Franco-Nevada Coporation 4.0%
Value ($000) $8 Shares 55,482 Est. Cost $103.81 Unrealized +41.0%
ABBV AbbVie Inc. 3.7%
Value ($000) $7 Shares 54,210 Est. Cost $79.70 Unrealized +67.8%
ConocoPhillips Company 3.6%
Value ($000) $7 Shares 67,820 Est. Cost $37.96 Unrealized
CTRA Coterra Energy Inc. 3.4%
Value ($000) $7 Shares 260,847 Est. Cost $18.09 Unrealized +26.1%
ALV Autoliv, Inc. 3.1%
Value ($000) $6 Shares 71,609 Est. Cost $60.98 Unrealized +33.3%
NSRGY Nestle S.A. 3.1%
Value ($000) $6 Shares 49,995 Est. Cost $73.55 Unrealized
SIEGY Siemens AG 3.0%
Value ($000) $6 Shares 71,801 Est. Cost $69.72 Unrealized
Citigroup Cap XIII Tr Pfd 3.0%
Value ($000) $6 Shares 207,636 Est. Cost $2.72 Unrealized
BRK/B Berkshire Hathaway Cl B 3.0%
Value ($000) $6 Shares 17,194 Est. Cost $152.19 Unrealized +114.5%
LNG Cheniere Energy, Inc. 2.9%
Value ($000) $6 Shares 37,445 Est. Cost $103.17 Unrealized +43.5%
VTRS Viatris 2.9%
Value ($000) $6 Shares 567,579 Est. Cost $11.23 Unrealized -24.6%
ORCL Oracle Corp 2.7%
Value ($000) $5 Shares 44,235 Est. Cost $69.73 Unrealized +44.0%
ABBNY ABB Ltd 2.6%
Value ($000) $5 Shares 131,357 Est. Cost $21.64 Unrealized
EOG EOG Resources, Inc. 2.5%
Value ($000) $5 Shares 43,590 Est. Cost $40.36 Unrealized +158.8%
MRK Merck & Co. 2.4%
Value ($000) $5 Shares 41,707 Est. Cost $43.40 Unrealized +140.7%
BRK/A Berkshire Hathaway 2.4%
Value ($000) $5 Shares 9 Est. Cost $165023.42 Unrealized +201.7%
INTC Intel Corp 2.4%
Value ($000) $5 Shares 138,702 Est. Cost $43.93 Unrealized -30.1%
POGHF Pilot Corporation 2.1%
Value ($000) $4 Shares 132,050 Est. Cost $35.36 Unrealized -7.7%
WPM Wheaton Precious Metals Corp 2.1%
Value ($000) $4 Shares 94,020 Est. Cost $40.60 Unrealized +14.3%
SHEL Shell plc 1.9%
Value ($000) $4 Shares 62,765 Est. Cost $54.80 Unrealized
BMY Bristol-Myers Squibb Company 1.9%
Value ($000) $4 Shares 58,710 Est. Cost $54.46 Unrealized +8.2%
PFE Pfizer, Inc 1.7%
Value ($000) $3 Shares 91,600 Est. Cost $24.24 Unrealized +37.0%
SKFRY SKF Aktiebolaget 1.5%
Value ($000) $3 Shares 171,125 Est. Cost $7.53 Unrealized
KMI Kinder Morgan, Inc. 1.4%
Value ($000) $3 Shares 162,300 Est. Cost $10.33 Unrealized +43.2%
ACLIF Accelleron Industries AG ORD 0.6%
Value ($000) $1 Shares 50,000 Est. Cost $21.32 Unrealized +5.4%
FANG Diamondback Energy Inc 0.6%
Value ($000) $1 Shares 9,100 Est. Cost $113.09 Unrealized +7.0%
OGN Organon & Co. 0.5%
Value ($000) $1 Shares 51,933 Est. Cost $26.43 Unrealized -27.7%
MMM 3M Company 0.5%
Value ($000) $1 Shares 9,845 Est. Cost $99.96 Unrealized -22.4%
HP Helmerich & Payne Inc. 0.5%
Value ($000) $1 Shares 26,800 Est. Cost $34.11 Unrealized 0.0%
AMZN Amazon.com 0.4%
Value ($000) $1 Shares 5,485 Est. Cost $118.02 Unrealized -3.2%
PSHZF Pershing Square Holdings 0.4%
Value ($000) $1 Shares 19,500 Est. Cost $35.60 Unrealized
AZO AutoZone, Inc. 0.3%
Value ($000) $1 Shares 259 Est. Cost $1556.76 Unrealized +63.8%
FUJHY Subaru Corporation 0.3%
Value ($000) $1 Shares 63,443 Est. Cost $4.22 Unrealized
TKR Timken Company 0.3%
Value ($000) $1 Shares 6,250 Est. Cost $60.27 Unrealized +30.8%
AAPL Apple Inc. 0.3%
Value ($000) $1 Shares 2,800 Est. Cost $125.04 Unrealized +37.6%
FRMO FRMO Corporation 0.3%
Value ($000) $1 Shares 70,519 Est. Cost $10.88 Unrealized -29.9%
TFPM Triple Flag Precious Metals Co 0.2%
Value ($000) $0 Shares 33,150 Est. Cost $14.40 Unrealized +4.5%
NVS Novartis AG 0.2%
Value ($000) $0 Shares 4,240 Est. Cost $87.56 Unrealized
KEWL Keweenaw Land Association 0.1%
Value ($000) $0 Shares 13,348 Est. Cost $21.24 Unrealized +1.4%
COLM Columbia Sportswear 0.1%
Value ($000) $0 Shares 3,650 Est. Cost $32.64 Unrealized +136.0%
MSFT Microsoft Corp 0.1%
Value ($000) $0 Shares 775 Est. Cost $249.46 Unrealized +23.2%
CAT Caterpillar 0.1%
Value ($000) $0 Shares 1,050 Est. Cost $206.59 Unrealized +3.5%
GOOGL Alphabet Cl C 0.1%
Value ($000) $0 Shares 2,125 Est. Cost $94.33 Unrealized +21.1%
ZEUS Olympic Steel 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $46.21 Unrealized +1.5%
ALL Allstate Corporation 0.1%
Value ($000) $0 Shares 2,250 Est. Cost $77.22 Unrealized +38.3%
Surface Oncology Inc. 0.0%
Value ($000) $0 Shares 17,500 Est. Cost $0.86 Unrealized
Bristol-Myers Squibb Contingen 0.0%
Value ($000) $0 Shares 571,129 Est. Cost $3.48 Unrealized