Revamping Beddow Capital Management’s Holdings: Q3 2022 vs. Q4 2022

As we enter the final quarter of 2022, Beddow Capital Management Inc.’s 13F Holdings have undergone significant changes from the previous quarter. In the following blog post, we will analyze and discuss the changes in the holdings of this fund, highlighting the new additions and exits of various stocks. This insightful analysis will provide a detailed understanding of the strategy and approach taken by Beddow Capital Management Inc.

Introduction:

Beddow Capital Management Inc. is a reputable investment management company that provides services to institutional investors, high net worth individuals, and families. This firm's core focus is to manage equity and fixed-income portfolios that provide long-term consistent returns while minimizing the risks involved. The following blog post is centered around the comparison of their 13F Holdings in Q3 2022 and Q4 2022.

Main Body:

Texas Pacific Land Corporation maintained its position as the top holding with a slight drop of 4.26% in shares, while Investor AB 'B' showed a minimal increase of 0.05% in shares and experienced a growth of 28.8% in value. AbbVie Inc. experienced an increase of 6.01% in shares and enjoyed a 27.4% growth in value in Q4 2022. ConocoPhillips Company experienced a drop of 3.65% in shares and a minor growth of 11.1% in value in the same quarter. Beddow Capital Management Inc. strategically added new holdings to their portfolio, including Viatris, Wheaton Precious Metals Corp, and Shell plc. Viatris experienced a growth of 41.1% in value after the firm added 34199 shares. Wheaton Precious Metals Corp showed an increase of 32.8%, and Shell plc displayed a growth of 15.4% in value.

Beddow Capital Management Inc. also lowered its stakes in various companies such as Mesabi Trust Ctfs, Cheniere Energy, Inc., and Alphabet Cl C. Mesabi Trust Ctfs experienced the most substantial drop of 15% in value, while Cheniere Energy, Inc. displayed a decrease of 4.4% in value. Alphabet Cl C saw its shares drop from zero to 2440, and Pure Cycle Corporation was their newest addition of 17500 shares, casting out VanEck IG Floating Rate ETF.

Conclusion:

Beddow Capital Management Inc. continues to implement its investment strategy with a focus on buying the market's best stocks, holding them for a long time, and selling them when the valuation reaches its estimated intrinsic value. The changes in their 13F Holdings represent the firm's effort to optimize the returns while mitigating risks. With new additions and exits, Beddow Capital Management Inc. has demonstrated their ability to adapt to the ever-changing market conditions while maintaining an efficient and effective investment approach.