BEDDOW CAPITAL MANAGEMENT INC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Mesabi Trust Ctfs | 365,929 | 352,805 | -13,124 | 10,711 | 13,587 | +2,876 |
| Dollar General Corporation | 122,750 | 113,995 | -8,755 | 12,686 | 15,135 | +2,449 |
| Investor AB 'B' | 475,144 | 459,474 | -15,670 | 14,492 | 16,288 | +1,796 |
| Johnson & Johnson | 49,840 | 48,425 | -1,415 | 9,241 | 10,022 | +781 |
| Berkshire Hathaway | 7 | 8 | +1 | 5,279 | 6,038 | +759 |
| Copart Inc | 65,485 | 94,590 | +29,105 | 2,945 | 3,703 | +758 |
| Diamondback Energy Inc | 32,960 | 35,155 | +2,195 | 4,717 | 5,285 | +568 |
| Nestle S.A. | 73,734 | 73,394 | -340 | 6,767 | 7,250 | +483 |
| Coterra Energy Inc. | 198,994 | 194,974 | -4,020 | 4,706 | 5,132 | +426 |
| Mettler-Toledo Int'l Inc. | 2,347 | 2,347 | 0 | 2,881 | 3,272 | +391 |
| Alphabet Cl C | 4,500 | 4,300 | -200 | 1,096 | 1,349 | +253 |
| Mexco Energy | 40,861 | 62,295 | +21,434 | 374 | 617 | +243 |
| Subaru Corporation | 595,371 | 583,121 | -12,250 | 6,019 | 6,257 | +238 |
| Olympic Steel | 0 | 5,000 | +5,000 | 0 | 214 | +214 |
| Wheaton Precious Metals Corp | 93,243 | 89,943 | -3,300 | 10,428 | 10,570 | +142 |
| Novartis AG | 4,450 | 4,940 | +490 | 571 | 681 | +110 |
| Amazon.com | 5,655 | 5,580 | -75 | 1,242 | 1,288 | +46 |
| Apple Inc. | 2,550 | 2,550 | 0 | 649 | 693 | +44 |
| Triple Flag Precious Metals Co | 10,750 | 10,750 | 0 | 315 | 357 | +42 |
| Merck & Co. | 6,925 | 5,850 | -1,075 | 581 | 616 | +35 |
| Timken Company | 3,875 | 3,875 | 0 | 291 | 326 | +35 |
| Pershing Square Holdings | 10,175 | 10,175 | 0 | 630 | 663 | +33 |
| Caterpillar | 600 | 550 | -50 | 286 | 315 | +29 |
| Siemens AG | 74,000 | 71,555 | -2,445 | 9,991 | 10,014 | +23 |
| Chevron Corp | 2,385 | 2,560 | +175 | 370 | 390 | +20 |
| Viatris | 30,070 | 25,570 | -4,500 | 298 | 318 | +20 |
| Shell plc | 58,501 | 57,076 | -1,425 | 4,185 | 4,194 | +9 |
| SKF Aktiebolaget | 174,311 | 164,511 | -9,800 | 4,353 | 4,356 | +3 |
| Bristol-Myers Squibb Contingen | 522,789 | 505,289 | -17,500 | 0 | 0 | 0 |
| Surface Oncology Inc. | 20,000 | 20,000 | 0 | 21 | 21 | 0 |
| Allstate Corporation | 2,250 | 2,250 | 0 | 483 | 468 | -15 |
| AZZ Incorporated | 4,100 | 4,000 | -100 | 447 | 429 | -18 |
| Microsoft Corp | 800 | 790 | -10 | 414 | 382 | -32 |
| Builders FirstSource Inc | 4,235 | 4,410 | +175 | 513 | 454 | -59 |
| ABB Ltd | 129,565 | 124,815 | -4,750 | 9,322 | 9,233 | -89 |
| FRMO Corporation | 93,877 | 96,702 | +2,825 | 826 | 706 | -120 |
| Citigroup Cap XIII Tr Pfd | 293,980 | 289,455 | -4,525 | 8,869 | 8,742 | -127 |
| AutoZone, Inc. | 265 | 265 | 0 | 1,137 | 899 | -238 |
| 3M Company | 5,655 | 3,705 | -1,950 | 878 | 593 | -285 |
| Pilot Corporation | 149,451 | 145,306 | -4,145 | 4,890 | 4,513 | -377 |
| ConocoPhillips Company | 52,205 | 48,380 | -3,825 | 4,938 | 4,529 | -409 |
| EOG Resources, Inc. | 38,335 | 36,960 | -1,375 | 4,298 | 3,881 | -417 |
| Pfizer, Inc | 34,770 | 18,770 | -16,000 | 886 | 467 | -419 |
| International Business Machine | 49,968 | 45,790 | -4,178 | 14,099 | 13,563 | -536 |
| Berkshire Hathaway Cl B | 17,006 | 15,736 | -1,270 | 8,550 | 7,910 | -640 |
| Accelleron Industries AG ORD | 49,513 | 47,473 | -2,040 | 4,332 | 3,655 | -677 |
| Chord Energy Corp | 56,240 | 52,535 | -3,705 | 5,589 | 4,870 | -719 |
| Autoliv, Inc. | 91,200 | 88,810 | -2,390 | 11,263 | 10,542 | -721 |
| Banco Latinoamericano de Expor | 304,870 | 294,135 | -10,735 | 14,015 | 13,118 | -897 |
| Franco-Nevada Coporation | 52,732 | 51,272 | -1,460 | 11,754 | 10,628 | -1,126 |
| AbbVie Inc. | 30,425 | 25,725 | -4,700 | 7,045 | 5,878 | -1,167 |
| Cheniere Energy, Inc. | 29,765 | 28,740 | -1,025 | 6,994 | 5,587 | -1,407 |
| Texas Pacific Land Corporation | 22,599 | 68,241 | +45,642 | 21,099 | 19,600 | -1,499 |
| Organon & Co. | 650,790 | 666,725 | +15,935 | 6,950 | 4,780 | -2,170 |
| Oracle Corp | 18,675 | 2,465 | -16,210 | 5,252 | 480 | -4,772 |