§ 13F · FUND PROFILE
BEDDOW CAPITAL MANAGEMENT INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $271.3B (13F)Positions · 55Turnover · — · Q4Filed · Feb 11, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$214M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 11, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | TPLUSD | Texas Pacific Land Corporation | 68K | $19.6B | 7.4% | +202% |
| 2 | IVSD | Investor AB 'B' | 459K | $16.3B | 6.1% | −3% |
| 3 | DG | Dollar General Corporation | 114K | $15.1B | 5.7% | −7% |
| 4 | MSB | Mesabi Trust Ctfs | 353K | $13.6B | 5.1% | −4% |
| 5 | IBM | International Business Machine | 46K | $13.6B | 5.1% | −8% |
| 6 | BLX | Banco Latinoamericano de Expor | 294K | $13.1B | 5.0% | −4% |
| 7 | FNV | Franco-Nevada Coporation | 51K | $10.6B | 4.0% | −3% |
| 8 | WPM | Wheaton Precious Metals Corp | 90K | $10.6B | 4.0% | −4% |
| 9 | ALV | Autoliv, Inc. | 89K | $10.5B | 4.0% | −3% |
| 10 | JNJ | Johnson & Johnson | 48K | $10.0B | 3.8% | −3% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BEDDOW SIGNAL
AC read
BEDDOW CAPITAL MANAGEMENT INC is a Other fund managing $271.3 trillion in assets. The fund runs a portfolio of 55 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed