Fund HoldingsBEDDOW CAPITAL MANAGEMENT INC

Total Portfolio Value
$228.7K
Total Bought
$18.5K
Total Sold
$8.5K
Net Transaction
+$10.0K
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
CVS Health Corp(CVS)031,500+31,500031.10%+3
Dollar General Corporation(DG)012,180+12,180020.83%+2
Texas Pacific Land Corporation10,95232,848+21,89617198.31%+2
Organon & Co.(OGN)174,970214,700+39,730341.76%+2
Banco Latinoamericano de Expor395,324379,967-15,35710114.92%+1
Berkshire Hathaway Cl B16,79016,805+15673.09%+1
Investor AB 'B'525,731516,753-8,97812135.71%+1
Berkshire Hathaway990562.50%+1
Autoliv, Inc.(ALV)70,97571,115+140893.75%+1
Citigroup Cap XIII Tr Pfd(C)226,963244,270+17,307673.15%+1
Viatris(VTRS)601,714602,089+375773.14%+1
Pfizer, Inc(PFE)125,661153,885+28,224441.87%+1
Mettler-Toledo Int'l Inc.(MTD)0410+410010.24%+1
ConocoPhillips Company66,14564,320-1,825883.58%+1
Franco-Nevada Coporation(FNV)56,63956,899+260672.96%+1
Coterra Energy Inc.258,879254,897-3,982773.11%+1
Diamondback Energy Inc(FANG)10,77010,815+45220.94%0
Equinor ASA016,745+16,745000.20%0
Accelleron Industries AG ORD50,00053,685+3,685120.80%0
AutoZone, Inc.(AZO)371401+30110.55%0
Bristol-Myers Squibb Company(BMY)28,90632,655+3,749120.77%0
EOG Resources, Inc.(EOG)42,21542,165-50552.36%0
ABB Ltd139,500139,450-50662.83%0
Subaru Corporation72,69382,936+10,243110.41%0
SKF Aktiebolaget200,652203,502+2,850441.86%0
Siemens AG78,90679,256+350783.31%0
Amazon.com(AMZN)5,6105,685+75110.45%0
FRMO Corporation79,93988,331+8,392110.29%0
International Business Machine(IBM)63,09254,755-8,33710104.57%0
Johnson & Johnson(JNJ)50,14350,543+400883.50%0
Pershing Square Holdings19,50019,5000110.44%0
AZZ Incorporated4,1004,1000000.14%0
Caterpillar(CAT)1,0501,0500000.17%0
Allstate Corporation(ALL)2,2502,2500000.17%0
Microsoft Corp(MSFT)7757750000.14%0
Costco Wholesale(COST)325340+15000.11%0
Chevron Corp(CVX)1,8101,900+90000.13%0
Olympic Steel5,0005,0000000.15%0
Alphabet Cl C(GOOG)2,4752,425-50000.16%0
Columbia Sportswear(COLM)3,6503,6500000.13%0
Keweenaw Land Association13,34813,3480000.13%0
Bristol-Myers Squibb Contingen560,789560,7890000
Surface Oncology Inc.20,00020,0000000.01%0
Triple Flag Precious Metals Co(TFPM)28,97525,925-3,050000.16%-0
3M Company(MMM)9,8799,999+120110.46%-0
Shell plc(SHEL)62,55160,896-1,655441.79%-0
Apple Inc.(AAPL)2,6002,6000100.20%-0
Novartis AG(NVS)4,2403,240-1,000000.14%-0
Timken Company(TKR)6,2504,000-2,250100.15%-0
Wheaton Precious Metals Corp(WPM)93,38894,523+1,135541.95%-0
Nestle S.A.52,17055,015+2,845662.56%-0
AbbVie Inc.(ABBV)53,76344,646-9,117883.56%-0
Cheniere Energy, Inc.(LNG)37,29537,060-235662.61%-0
Pilot Corporation131,616134,741+3,125431.53%-0
Sandoz Gp AG13,2930-13,29300-0
Helmerich & Payne Inc.(HP)16,9750-16,97510-1
Oracle Corp(ORCL)44,75232,027-12,725541.76%-1
Intel Corp(INTC)137,240137,910+670762.66%-1
Kinder Morgan, Inc.(KMI)128,96779,700-49,267210.64%-1
Merck & Co.(MRK)40,91926,939-13,980441.55%-1
Mesabi Trust Ctfs453,632459,287+5,655983.55%-1
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