Beddow Capital Management Inc 13F 持仓 · 最近申报 2025年Q4
Beddow Capital Management 在 2025年Q4（报告期截至 2025-12-31）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 2.65 亿美元。前几大持仓：TPL（7.40%）、DG（5.71%）。本季前 25 大持仓中：增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | TPL | Texas Pacific Land Corporation | $19.6M | 7.40% | 68,241 | 增持 |
| 2 | Investor AB 'B' | $16.3M | 6.15% | 459,474 | 减持 | |
| 3 | DG | Dollar General Corporation | $15.1M | 5.71% | 113,995 | 减持 |
| 4 | MSB | Mesabi Trust Ctfs | $13.6M | 5.13% | 352,805 | 减持 |
| 5 | IBM | International Business Machine | $13.6M | 5.12% | 45,790 | 减持 |
| 6 | BLX | Banco Latinoamericano de Expor | $13.1M | 4.95% | 294,135 | 减持 |
| 7 | FNV | Franco-Nevada Coporation | $10.6M | 4.01% | 51,272 | 减持 |
| 8 | WPM | Wheaton Precious Metals Corp | $10.6M | 3.99% | 89,943 | 减持 |
| 9 | ALV | Autoliv, Inc. | $10.5M | 3.98% | 88,810 | 减持 |
| 10 | JNJ | Johnson & Johnson | $10.0M | 3.78% | 48,425 | 减持 |
| 11 | SIEGY | Siemens AG | $10.0M | 3.78% | 71,555 | 减持 |
| 12 | ABBNY | ABB Ltd | $9.2M | 3.49% | 124,815 | 减持 |
| 13 | CPRN | Citigroup Cap XIII Tr Pfd | $8.7M | 3.30% | 289,455 | 减持 |
| 14 | BRKB | Berkshire Hathaway Cl B | $7.9M | 2.99% | 15,736 | 减持 |
| 15 | NSRGY | Nestle S.A. | $7.2M | 2.74% | 73,394 | 减持 |
| 16 | FUJHY | Subaru Corporation | $6.3M | 2.36% | 583,121 | 减持 |
| 17 | BRK/A | Berkshire Hathaway | $6.0M | 2.28% | 8 | 增持 |
| 18 | ABBV | AbbVie Inc. | $5.9M | 2.22% | 25,725 | 减持 |
| 19 | LNG | Cheniere Energy, Inc. | $5.6M | 2.11% | 28,740 | 减持 |
| 20 | FANG | Diamondback Energy Inc | $5.3M | 2.00% | 35,155 | 增持 |
| 21 | CTRA | Coterra Energy Inc. | $5.1M | 1.94% | 194,974 | 减持 |
| 22 | CHRD | Chord Energy Corp | $4.9M | 1.84% | 52,535 | 减持 |
| 23 | OGN | Organon & Co. | $4.8M | 1.80% | 666,725 | 增持 |
| 24 | COP | ConocoPhillips Company | $4.5M | 1.71% | 48,380 | 减持 |
| 25 | POGHF | Pilot Corporation | $4.5M | 1.70% | 145,306 | 减持 |
来源：SEC 13F 申报文件 · 截至 2025-12-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR