BEDDOW CAPITAL MANAGEMENT INC — 13F holdings

BEDDOW CAPITAL MANAGEMENT INC reported 55 holdings worth $265M in its 13F filing for Q4 2025, filed February 11, 2026.

Largest positions

1. Texas Pacific Land Corp. - Common Stock — $19.6M (7.4%)
2. Investor AB 'B' — $16.3M (6.1%)
3. DG DOLLAR GEN CORP NEW — $15.1M (5.7%)
4. MSB MESABI TR — $13.6M (5.1%)
5. IBM INTERNATIONAL BUSINESS MACHS — $13.6M (5.1%)
6. BLX Banco Latinoamericano de Comercio Exterior SA — $13.1M (5.0%)
7. FNV FRANCO NEV CORP — $10.6M (4.0%)
8. WPM WHEATON PRECIOUS METALS CORP — $10.6M (4.0%)
9. ALV AUTOLIV INC — $10.5M (4.0%)
10. JNJ JOHNSON & JOHNSON — $10.0M (3.8%)