BEDDOW CAPITAL MANAGEMENT INC
•CIK: 1278641•Filing: Q4 2025
**BEDDOW CAPITAL MANAGEMENT INC** manages $265M across a portfolio of 54 distinct positions. The fund exhibits concentrated exposure, with top holdings including TPLUSD at $19.6M and Investor AB 'B' at $16.3M. Significant allocations are also maintained in DG ($15.1M), MSB ($13.6M), and IBM ($13.6M). This structure suggests a focused, multi-sector approach targeting established market leaders and specific value opportunities.
Total AUM
$264.9M
QoQ Performance
-2.4%
Positions
54
Top 10 Concentration
50.2%
Latest Filing
Q4 2025
Top Holdings Allocation
TPLUSD
Inve
DG
MSB
IBM
TPLUSD7.4%
Investor6.1%
DG5.7%
MSB5.1%
IBM5.1%
Banco5.0%
FNV4.0%
WPM4.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other79.8%
Healthcare6.4%
Technology6.2%
Financial5.3%
Energy1.5%
Consumer0.5%
Industrial0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW1 new position
↑10 increased
↓35 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023