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BEDDOW CAPITAL MANAGEMENT INC
RIA/Wealth • Value
BEDDOW CAPITAL MANAGEMENT INC is a Value-focused institution based in Jackson, WY led by Edward George Beddow, reporting $277.9M in AUM as of Q3 2025 with 65% concentrated in top 10 holdings.
PresidentEdward George Beddow
- Portfolio Value
- $190.8M
- Positions
- 38
- Top Holding
- TPL at 11.06%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in BEDDOW CAPITAL MANAGEMENT INC's portfolio (64.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Oil & Gas Exploration & Production Energy | $21.1M | 11.06% | +$138.2K Bought | 0.10% 22.6K shares | |
Information Technology Services Technology | $14.1M | 7.39% | -$101.6K Sold | 0.01% 50.0K shares | |
Banks - Regional Financial Services | $14.0M | 7.35% | -$1.9M Sold | 0.82% 304.9K shares | |
Discount Stores Consumer Defensive | $12.7M | 6.65% | +$1.6M Bought | 0.06% 122.8K shares | |
Gold Basic Materials | $11.8M | 6.16% | -$197.3K Sold | 0.03% 52.7K shares | |
Auto - Parts Consumer Cyclical | $11.3M | 5.90% | -$95.1K Sold | 0.12% 91.2K shares | |
Steel Basic Materials | $10.7M | 5.61% | -$268.3K Sold | 2.79% 365.9K shares | |
Gold Basic Materials | $10.4M | 5.47% | -$271.2K Sold | 0.02% 93.2K shares | |
Drug Manufacturers - General Healthcare | $9.2M | 4.84% | -$37.1K Sold | 0.00% 49.8K shares | |
Insurance - Diversified Financial Services | $8.5M | 4.48% | +$115.6K Bought | 0.00% 17.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in BEDDOW CAPITAL MANAGEMENT INC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
+100.85% | |
+79.28% | |
+18.24% | |
+14.52% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
-64.17% | |
-27.54% | |
-27.4% |
Analytics
Portfolio insights and performance metrics for BEDDOW CAPITAL MANAGEMENT INC
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