BEDDOW CAPITAL MANAGEMENT INC

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Adviser Profile

As of Date:

03/11/2024

Adviser Type:

- Large advisory firm

Number of Employees:

2 -33.33%

of those in investment advisory functions:

1 -50.00%

Registration:

SEC, Approved, 8/30/1990

AUM:

242,675,731 6.33%

of that, discretionary:

241,737,641 6.38%

GAV:

0

Avg Account Size:

1,507,303 6.99%

% High Net Worth:

73.02%

SMA’s:

YES

Private Funds:

0

Contact Info

307 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
324M 278M 231M 185M 139M 93M 46M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Recent News

Top 5 2nd Quarter Trades of BEDDOW CAPITAL MANAGEMENT INC
08/02/2022

Related Stocks: SHEL, RDS.B, SMEGF, SIEGY, VTRS,

gurufocus.com

Beddow Capital Management Inc Buys Bristol-Myers Squibb Co, Cheniere Energy Inc, Pilot Corp, ...
10/27/2021

Related Stocks: LNG, POGHF, INTC, ALV, OGN, TKR, BMY, CACI, SURF, ACIW, PNDZF, WAB, LBTYA, BUD, PANDY,

gurufocus.com

Beddow Capital Management Inc Buys ACI Worldwide Inc, Oracle Corp, Organon, Sells Westinghouse ...
08/20/2021

Related Stocks: ORCL, INTC, XEC, WPM, FRMO, AAPL, ACIW, OGN, HP, LNG, WAB, BUD, PNDZF, PANDY, LBTYA, CLR, BP, IWN, NTUS,

gurufocus.com

Beddow Capital Management Inc Buys Oracle Corp, Viatris Inc, Merck Inc, Sells Anheuser-Busch ...
04/08/2021

Related Stocks: VTRS, MRK, WPM, ORCL, FRMO, NTUS, AZZ, AZO, BIDU, WYNN, BEEM,

gurufocus.com

Mesabi Trust
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Banco Latinoamericano de Comercio Exterior S.A. Cl E
03/29/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Private Funds

No private funds

Employees




Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
882610108 Texas Pacific Land Corporation $19,003 8.00% 10.00% 200.00%
W48102128 Investor AB 'B' $13,048 6.00% 8.00% -2.00%
P16994132 Banco Latinoamericano de Expor $11,255 5.00% 15.00% -4.00%
459200101 International Business Machine $10,456 5.00% 1.00% -13.00%
590672101 Mesabi Trust Ctfs $8,129 4.00% -12.00% 1.00%
052800109 Autoliv, Inc. $8,564 4.00% 10.00% 0.00%
718507BK1 ConocoPhillips Company $8,187 4.00% 7.00% -3.00%
00287Y109 AbbVie Inc. $8,130 4.00% -2.00% -17.00%
173080201 Citigroup Cap XIII Tr Pfd $7,199 3.00% 11.00% 8.00%
084670702 Berkshire Hathaway Cl B $7,067 3.00% 18.00% 0.00%

Brochure Summary

Overview

Firm Description BCMI was incorporated in 1990 as successor to the advisory firm established in 1985 and is wholly owned by the Edward G. Beddow Revocable Trust. Services BCMI provides personalized confidential investment management, also known as asset management, to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Clients can impose restrictions on investing in certain securities and types of securities. The Firm is a fee-only independent investment adviser and is not affiliated with entities that sell financial products or securities. Neither the Firm nor its employees receive other forms of compensation or commissions for investment recommendations to BCMI’s clients’ accounts. Assets
are invested primarily in equities, both domestic and foreign. Corporate high-yield debt, warrants, rights, exchange traded funds, money market funds may also be part of a portfolio. BCMI does not participate in wrap fee programs or manage assets for any wrap fee accounts. All client accounts are maintained at unaffiliated custodians. BCMI does not act as a custodian of client assets. The client always maintains asset control. In most cases, clients grant BCMI limited power of attorney to place transactions with the unaffiliated custodian on a discretionary basis. As of December 31, 2022, BCMI manages approximately $228,228,107 in assets. Approximately $227,243,621 is managed on a discretionary basis, and $984,486 is managed on a non-discretionary basis.