BEDDOW CAPITAL MANAGEMENT INC Long-Term Concentrated

CIK: 0001278641 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Nov 8, 2023

Total Value ($000): $205 (100.0% shares, 0.0% debt)

Holdings (55)

Texas Pacific Land Corporation 10.1%
Value ($000) $21 Shares 11,413 Est. Cost $402.59 Unrealized
Investor AB 'B' 4.9%
Value ($000) $10 Shares 529,331 Est. Cost $24.49 Unrealized
MSB Mesabi Trust Ctfs 4.5%
Value ($000) $9 Shares 456,473 Est. Cost $13.86 Unrealized
BLX Banco Latinoamericano de Expor 4.3%
Value ($000) $9 Shares 414,574 Est. Cost $12.13 Unrealized +70.0%
IBM International Business Machine 4.2%
Value ($000) $9 Shares 62,020 Est. Cost $113.78 Unrealized +15.8%
ABBV AbbVie Inc. 3.9%
Value ($000) $8 Shares 53,313 Est. Cost $79.70 Unrealized +69.8%
ConocoPhillips Company 3.9%
Value ($000) $8 Shares 66,213 Est. Cost $37.96 Unrealized
JNJ Johnson & Johnson 3.8%
Value ($000) $8 Shares 49,718 Est. Cost $79.88 Unrealized +91.9%
FNV Franco-Nevada Coporation 3.6%
Value ($000) $7 Shares 54,580 Est. Cost $103.81 Unrealized +33.2%
CTRA Coterra Energy Inc. 3.4%
Value ($000) $7 Shares 259,720 Est. Cost $18.09 Unrealized +39.4%
ALV Autoliv, Inc. 3.3%
Value ($000) $7 Shares 71,025 Est. Cost $60.98 Unrealized +48.3%
Citigroup Cap XIII Tr Pfd 3.2%
Value ($000) $6 Shares 221,213 Est. Cost $2.56 Unrealized
LNG Cheniere Energy, Inc. 3.0%
Value ($000) $6 Shares 37,295 Est. Cost $103.17 Unrealized +56.4%
BRK/B Berkshire Hathaway Cl B 2.9%
Value ($000) $6 Shares 16,865 Est. Cost $152.19 Unrealized +133.1%
NSRGY Nestle S.A. 2.9%
Value ($000) $6 Shares 51,920 Est. Cost $70.83 Unrealized
VTRS Viatris 2.8%
Value ($000) $6 Shares 584,694 Est. Cost $11.18 Unrealized -16.5%
SIEGY Siemens AG 2.7%
Value ($000) $6 Shares 78,186 Est. Cost $64.03 Unrealized
EOG EOG Resources, Inc. 2.7%
Value ($000) $5 Shares 42,995 Est. Cost $40.36 Unrealized +190.3%
INTC Intel Corp 2.4%
Value ($000) $5 Shares 139,165 Est. Cost $43.93 Unrealized -22.1%
ABBNY ABB Ltd 2.4%
Value ($000) $5 Shares 134,700 Est. Cost $21.10 Unrealized
BRK/A Berkshire Hathaway 2.3%
Value ($000) $5 Shares 9 Est. Cost $165023.42 Unrealized +226.6%
ORCL Oracle Corp 2.3%
Value ($000) $5 Shares 44,287 Est. Cost $69.73 Unrealized +61.7%
POGHF Pilot Corporation 2.2%
Value ($000) $4 Shares 131,316 Est. Cost $35.36 Unrealized -9.1%
MRK Merck & Co. 2.1%
Value ($000) $4 Shares 40,919 Est. Cost $43.40 Unrealized +130.0%
SHEL Shell plc 2.0%
Value ($000) $4 Shares 62,726 Est. Cost $54.80 Unrealized
WPM Wheaton Precious Metals Corp 1.8%
Value ($000) $4 Shares 93,388 Est. Cost $40.60 Unrealized +4.1%
PFE Pfizer, Inc 1.7%
Value ($000) $3 Shares 103,761 Est. Cost $24.99 Unrealized +22.4%
BMY Bristol-Myers Squibb Company 1.6%
Value ($000) $3 Shares 57,229 Est. Cost $54.46 Unrealized -0.2%
SKFRY SKF Aktiebolaget 1.5%
Value ($000) $3 Shares 189,002 Est. Cost $6.82 Unrealized
KMI Kinder Morgan, Inc. 1.2%
Value ($000) $2 Shares 144,717 Est. Cost $10.33 Unrealized +47.7%
FANG Diamondback Energy Inc 0.7%
Value ($000) $1 Shares 9,395 Est. Cost $113.75 Unrealized +18.0%
ACLIF Accelleron Industries AG ORD 0.6%
Value ($000) $1 Shares 50,000 Est. Cost $21.32 Unrealized +6.2%
HP Helmerich & Payne Inc. 0.5%
Value ($000) $1 Shares 26,725 Est. Cost $34.11 Unrealized +22.4%
OGN Organon & Co. 0.4%
Value ($000) $1 Shares 52,879 Est. Cost $26.29 Unrealized -29.4%
MMM 3M Company 0.4%
Value ($000) $1 Shares 9,399 Est. Cost $99.96 Unrealized -20.4%
AZO AutoZone, Inc. 0.4%
Value ($000) $1 Shares 339 Est. Cost $1781.58 Unrealized +40.9%
AMZN Amazon.com 0.3%
Value ($000) $1 Shares 5,610 Est. Cost $118.37 Unrealized +13.2%
PSHZF Pershing Square Holdings 0.3%
Value ($000) $1 Shares 19,500 Est. Cost $35.60 Unrealized
FUJHY Subaru Corporation 0.3%
Value ($000) $1 Shares 71,943 Est. Cost $3.73 Unrealized
FRMO FRMO Corporation 0.3%
Value ($000) $1 Shares 73,539 Est. Cost $10.74 Unrealized -30.8%
TKR Timken Company 0.2%
Value ($000) $0 Shares 6,250 Est. Cost $60.27 Unrealized +34.6%
AAPL Apple Inc. 0.2%
Value ($000) $0 Shares 2,600 Est. Cost $125.04 Unrealized +45.0%
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 28,975 Est. Cost $14.40 Unrealized -6.9%
GOOGL Alphabet Cl C 0.2%
Value ($000) $0 Shares 2,475 Est. Cost $99.15 Unrealized +29.5%
KEWL Keweenaw Land Association 0.1%
Value ($000) $0 Shares 13,348 Est. Cost $21.24 Unrealized +11.0%
CAT Caterpillar 0.1%
Value ($000) $0 Shares 1,050 Est. Cost $206.59 Unrealized +26.6%
ZEUS Olympic Steel 0.1%
Value ($000) $0 Shares 5,000 Est. Cost $46.21 Unrealized +11.8%
COLM Columbia Sportswear 0.1%
Value ($000) $0 Shares 3,650 Est. Cost $32.64 Unrealized +118.9%
CVX Chevron Corp 0.1%
Value ($000) $0 Shares 1,525 Est. Cost $145.76 Unrealized 0.0%
ALL Allstate Corporation 0.1%
Value ($000) $0 Shares 2,250 Est. Cost $77.22 Unrealized +34.1%
MSFT Microsoft Corp 0.1%
Value ($000) $0 Shares 775 Est. Cost $249.46 Unrealized +30.1%
XOM Exxon Mobil Corporation 0.1%
Value ($000) $0 Shares 2,050 Est. Cost $101.01 Unrealized 0.0%
Surface Oncology Inc. 0.0%
Value ($000) $0 Shares 20,000 Est. Cost $0.00 Unrealized
Bristol-Myers Squibb Contingen 0.0%
Value ($000) $0 Shares 562,539 Est. Cost $3.48 Unrealized