Beddow Capital Management Inc Buys Franco-Nevada Corp, BP PLC, EOG Resources Inc, Sells The Timken Co, Liberty Global PLC, Baidu Inc

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Feb 06, 2020
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Healdsburg, CA, based Investment company Beddow Capital Management Inc (Current Portfolio) buys Franco-Nevada Corp, BP PLC, EOG Resources Inc, Royal Dutch Shell PLC, Calithera Biosciences Inc, sells The Timken Co, Liberty Global PLC, Baidu Inc, Celgene Corp, Dawson Geophysical Co during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Beddow Capital Management Inc. As of 2019Q4, Beddow Capital Management Inc owns 49 stocks with a total value of $161 million. These are the details of the buys and sells.

For the details of BEDDOW CAPITAL MANAGEMENT INC's stock buys and sells, go to https://www.gurufocus.com/guru/beddow+capital+management+inc/current-portfolio/portfolio

These are the top 5 holdings of BEDDOW CAPITAL MANAGEMENT INC
  1. Mesabi Trust (MSB) - 450,175 shares, 6.59% of the total portfolio. Shares added by 0.05%
  2. Investor AB (IVSBF) - 168,390 shares, 5.78% of the total portfolio. Shares reduced by 8.97%
  3. Texas Pacific Land Trust (TPL) - 11,035 shares, 5.36% of the total portfolio. Shares added by 3.42%
  4. International Business Machines Corp (IBM) - 56,363 shares, 4.70% of the total portfolio. Shares reduced by 0.17%
  5. Johnson & Johnson (JNJ) - 50,560 shares, 4.59% of the total portfolio. Shares added by 16.76%
New Purchase: BP PLC (BP)

Beddow Capital Management Inc initiated holding in BP PLC. The purchase prices were between $36.37 and $39.83, with an estimated average price of $37.97. The stock is now traded at around $37.67. The impact to a portfolio due to this purchase was 0.18%. The holding were 7,675 shares as of .

New Purchase: EOG Resources Inc (EOG)

Beddow Capital Management Inc initiated holding in EOG Resources Inc. The purchase prices were between $64.44 and $83.81, with an estimated average price of $73.43. The stock is now traded at around $77.05. The impact to a portfolio due to this purchase was 0.16%. The holding were 3,115 shares as of .

New Purchase: Royal Dutch Shell PLC (RDS.A)

Beddow Capital Management Inc initiated holding in Royal Dutch Shell PLC. The purchase prices were between $56.21 and $60.37, with an estimated average price of $58.39. The stock is now traded at around $52.95. The impact to a portfolio due to this purchase was 0.14%. The holding were 3,700 shares as of .

New Purchase: Cleveland-Cliffs Inc (CLF)

Beddow Capital Management Inc initiated holding in Cleveland-Cliffs Inc. The purchase prices were between $6.76 and $8.86, with an estimated average price of $7.7. The stock is now traded at around $7.83. The impact to a portfolio due to this purchase was 0.05%. The holding were 10,000 shares as of .

New Purchase: Surface Oncology Inc (SURF)

Beddow Capital Management Inc initiated holding in Surface Oncology Inc. The purchase prices were between $1.2 and $2.33, with an estimated average price of $1.68. The stock is now traded at around $3.24. The impact to a portfolio due to this purchase was 0.03%. The holding were 25,000 shares as of .

Added: Franco-Nevada Corp (FNV)

Beddow Capital Management Inc added to a holding in Franco-Nevada Corp by 45.93%. The purchase prices were between $91.22 and $103.3, with an estimated average price of $96.83. The stock is now traded at around $111.88. The impact to a portfolio due to this purchase was 0.65%. The holding were 31,995 shares as of .

Added: Calithera Biosciences Inc (CALA)

Beddow Capital Management Inc added to a holding in Calithera Biosciences Inc by 144.44%. The purchase prices were between $2.52 and $6.17, with an estimated average price of $3.83. The stock is now traded at around $6.34. The impact to a portfolio due to this purchase was 0.06%. The holding were 27,500 shares as of .

Sold Out: Celgene Corp (CELG)

Beddow Capital Management Inc sold out a holding in Celgene Corp. The sale prices were between $97.62 and $110.41, with an estimated average price of $105.2.

Sold Out: Dawson Geophysical Co (DWSN)

Beddow Capital Management Inc sold out a holding in Dawson Geophysical Co. The sale prices were between $1.93 and $2.85, with an estimated average price of $2.33.

Reduced: The Timken Co (TKR)

Beddow Capital Management Inc reduced to a holding in The Timken Co by 93.1%. The sale prices were between $41.03 and $56.92, with an estimated average price of $50.81. The stock is now traded at around $56.97. The impact to a portfolio due to this sale was -2.96%. Beddow Capital Management Inc still held 8,000 shares as of .

Reduced: Liberty Global PLC (LBTYA)

Beddow Capital Management Inc reduced to a holding in Liberty Global PLC by 33.33%. The sale prices were between $21.55 and $26.19, with an estimated average price of $23.54. The stock is now traded at around $21.07. The impact to a portfolio due to this sale was -1.13%. Beddow Capital Management Inc still held 145,300 shares as of .

Reduced: Baidu Inc (BIDU)

Beddow Capital Management Inc reduced to a holding in Baidu Inc by 39.02%. The sale prices were between $99.53 and $128.83, with an estimated average price of $114.18. The stock is now traded at around $130.75. The impact to a portfolio due to this sale was -0.49%. Beddow Capital Management Inc still held 11,735 shares as of .



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