Lawson Kroeker Investment Management as of March 31, 2021
Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 58 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 13.8 | $40M | 25k | 1589.43 | |
| Walt Disney Company (DIS) | 5.4 | $16M | 85k | 184.52 | |
| Brookfield Asset Management | 4.7 | $14M | 308k | 44.50 | |
| Berkshire Hathaway (BRK.B) | 4.3 | $13M | 50k | 255.47 | |
| Arthur J. Gallagher & Co. (AJG) | 4.3 | $13M | 100k | 124.77 | |
| Johnson & Johnson (JNJ) | 3.6 | $11M | 65k | 164.35 | |
| Kansas City Southern | 3.6 | $11M | 40k | 263.91 | |
| Pfizer (PFE) | 3.5 | $10M | 280k | 36.23 | |
| Microsoft Corporation (MSFT) | 3.4 | $10M | 43k | 235.76 | |
| Phillips 66 (PSX) | 3.2 | $9.4M | 116k | 81.54 | |
| Lincoln Electric Holdings (LECO) | 3.2 | $9.3M | 76k | 122.94 | |
| Viatris (VTRS) | 2.9 | $8.6M | 618k | 13.97 | |
| Hershey Company (HSY) | 2.9 | $8.6M | 55k | 158.15 | |
| Thermo Fisher Scientific (TMO) | 2.9 | $8.5M | 19k | 456.39 | |
| Boeing Company (BA) | 2.7 | $7.8M | 31k | 254.71 | |
| Lumen Technologies (LUMN) | 2.5 | $7.3M | 547k | 13.35 | |
| Weyerhaeuser Company (WY) | 2.2 | $6.3M | 178k | 35.60 | |
| Aerojet Rocketdy | 2.1 | $6.0M | 128k | 46.96 | |
| Cullen/Frost Bankers (CFR) | 2.0 | $6.0M | 55k | 108.76 | |
| Gildan Activewear Inc Com Cad (GIL) | 2.0 | $5.8M | 189k | 30.66 | |
| Berkshire Hathaway (BRK.A) | 2.0 | $5.8M | 15.00 | 385733.33 | |
| Vulcan Materials Company (VMC) | 1.9 | $5.7M | 34k | 168.75 | |
| LKQ Corporation (LKQ) | 1.8 | $5.2M | 123k | 42.33 | |
| Anheuser-Busch InBev NV (BUD) | 1.8 | $5.2M | 83k | 62.85 | |
| Canadian Natl Ry (CNI) | 1.6 | $4.5M | 39k | 115.99 | |
| McDonald's Corporation (MCD) | 1.4 | $4.2M | 19k | 224.16 | |
| Orion Engineered Carbons (OEC) | 1.4 | $4.0M | 204k | 19.72 | |
| Gilead Sciences (GILD) | 1.4 | $4.0M | 62k | 64.63 | |
| Chevron Corporation (CVX) | 1.3 | $3.9M | 38k | 104.80 | |
| Keysight Technologies (KEYS) | 1.1 | $3.2M | 23k | 143.40 | |
| Discovery Communications | 1.1 | $3.1M | 85k | 36.89 | |
| Crimson Wine (CWGL) | 0.7 | $2.2M | 329k | 6.65 | |
| Pepsi (PEP) | 0.7 | $2.1M | 15k | 141.47 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.6 | $1.8M | 16k | 111.93 | |
| At&t (T) | 0.6 | $1.8M | 58k | 30.26 | |
| Constellium Se cl a (CSTM) | 0.6 | $1.7M | 118k | 14.70 | |
| Dominion Resources (D) | 0.4 | $1.3M | 17k | 75.97 | |
| Procter & Gamble Company (PG) | 0.4 | $1.2M | 9.0k | 135.39 | |
| Coca-Cola Company (KO) | 0.4 | $1.1M | 20k | 52.73 | |
| Spdr S&p 500 Etf (SPY) | 0.3 | $959k | 2.4k | 396.28 | |
| Costamare Inc. 8.50 percent Preferred PRD (CMRE.PC) | 0.3 | $928k | 36k | 25.90 | |
| Medtronic (MDT) | 0.3 | $807k | 6.8k | 118.07 | |
| Merck & Co (MRK) | 0.3 | $771k | 10k | 77.10 | |
| Diageo (DEO) | 0.2 | $728k | 4.4k | 164.15 | |
| Yum! Brands (YUM) | 0.2 | $692k | 6.4k | 108.12 | |
| Abbott Laboratories (ABT) | 0.2 | $526k | 4.4k | 119.82 | |
| Edison International (EIX) | 0.2 | $475k | 8.1k | 58.64 | |
| ConAgra Foods (CAG) | 0.2 | $466k | 12k | 37.58 | |
| Colgate-Palmolive Company (CL) | 0.2 | $448k | 5.7k | 78.85 | |
| First Nat'l Of Nebraska (FINN) | 0.2 | $444k | 37.00 | 12000.00 | |
| Leggett & Platt (LEG) | 0.1 | $420k | 9.2k | 45.65 | |
| Abbvie (ABBV) | 0.1 | $414k | 3.8k | 108.35 | |
| Baxter International (BAX) | 0.1 | $405k | 4.8k | 84.38 | |
| Apple (AAPL) | 0.1 | $403k | 3.3k | 122.12 | |
| Cato Corporation (CATO) | 0.1 | $390k | 33k | 11.99 | |
| Nextera Energy (NEE) | 0.1 | $363k | 4.8k | 75.62 | |
| Alliant Energy Corporation (LNT) | 0.1 | $357k | 6.6k | 54.09 | |
| Wells Fargo & Company (WFC) | 0.1 | $275k | 7.0k | 39.09 |
