Lawson Kroeker Investment Management as of March 31, 2011
Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 66 positions in its portfolio as reported in the March 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Peabody Energy Corporation | 5.2 | $14M | 197k | 71.96 | |
Chicago Bridge & Iron Company | 4.9 | $13M | 328k | 40.66 | |
SPDR Gold Trust (GLD) | 3.9 | $11M | 76k | 139.87 | |
Leucadia National | 3.9 | $10M | 278k | 37.54 | |
Lincoln Electric Holdings (LECO) | 3.7 | $10M | 133k | 75.92 | |
Anadarko Petroleum Corporation | 3.6 | $9.9M | 121k | 81.92 | |
Pfizer (PFE) | 3.6 | $9.7M | 480k | 20.31 | |
Kansas City Southern | 3.5 | $9.5M | 175k | 54.45 | |
Patriot Coal Corp | 3.5 | $9.4M | 366k | 25.83 | |
Chevron Corporation (CVX) | 3.4 | $9.1M | 85k | 107.49 | |
Freeport-McMoRan Copper & Gold (FCX) | 2.9 | $8.0M | 144k | 55.55 | |
Boeing Company (BA) | 2.8 | $7.6M | 102k | 73.93 | |
Forest Oil Corporation | 2.8 | $7.5M | 197k | 37.83 | |
Nexen | 2.7 | $7.4M | 296k | 24.92 | |
Walt Disney Company (DIS) | 2.7 | $7.3M | 169k | 43.09 | |
Forest Laboratories | 2.7 | $7.2M | 224k | 32.30 | |
Texas Pacific Land Trust | 2.6 | $7.0M | 157k | 44.66 | |
Vulcan Materials Company (VMC) | 2.6 | $6.9M | 152k | 45.60 | |
Directv | 2.5 | $6.9M | 147k | 46.80 | |
Compass Minerals International (CMP) | 2.5 | $6.8M | 72k | 93.53 | |
St. Joe Company (JOE) | 2.4 | $6.6M | 264k | 25.07 | |
Plum Creek Timber | 2.4 | $6.6M | 151k | 43.61 | |
Laboratory Corp. of America Holdings (LH) | 2.3 | $6.2M | 67k | 92.12 | |
Cato Corporation (CATO) | 2.2 | $5.9M | 242k | 24.50 | |
ConocoPhillips (COP) | 2.1 | $5.8M | 73k | 79.86 | |
ConAgra Foods (CAG) | 2.0 | $5.5M | 231k | 23.75 | |
Yamana Gold | 1.9 | $5.3M | 428k | 12.31 | |
Berkshire Hathaway (BRK.B) | 1.9 | $5.1M | 61k | 83.63 | |
Berkshire Hathaway (BRK.A) | 1.8 | $4.9M | 39.00 | 125307.69 | |
Cemex SAB de CV (CX) | 1.7 | $4.6M | 518k | 8.93 | |
Gen | 1.4 | $3.8M | 643k | 5.98 | |
L-3 Communications Holdings | 1.1 | $2.9M | 38k | 78.30 | |
Investors Real Estate Trust | 1.0 | $2.7M | 279k | 9.50 | |
Berkshire Hathaway (BRK.A) | 1.0 | $2.6M | 21.00 | 125285.71 | |
Microsoft Corporation (MSFT) | 0.9 | $2.5M | 97k | 25.39 | |
Winnebago Industries (WGO) | 0.7 | $1.9M | 139k | 13.37 | |
Chesapeake Energy Corporation | 0.6 | $1.7M | 50k | 33.52 | |
Vodafone | 0.6 | $1.6M | 56k | 28.74 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $1.6M | 12k | 132.57 | |
Pepsi (PEP) | 0.5 | $1.3M | 21k | 64.39 | |
U.S. Bancorp (USB) | 0.5 | $1.3M | 50k | 26.43 | |
Canadian Natl Ry (CNI) | 0.5 | $1.3M | 17k | 75.25 | |
Dominion Resources (D) | 0.4 | $1.1M | 25k | 44.69 | |
Johnson & Johnson (JNJ) | 0.3 | $890k | 15k | 59.25 | |
Colgate-Palmolive Company (CL) | 0.3 | $771k | 9.5k | 80.78 | |
Merck & Co (MRK) | 0.3 | $766k | 23k | 33.00 | |
Avery Dennison Corporation (AVY) | 0.3 | $718k | 17k | 41.97 | |
Abbott Laboratories (ABT) | 0.2 | $481k | 9.8k | 49.06 | |
At&t (T) | 0.2 | $482k | 16k | 30.61 | |
Yum! Brands (YUM) | 0.2 | $493k | 9.6k | 51.35 | |
Baxter International (BAX) | 0.2 | $441k | 8.2k | 53.78 | |
Washington Post Company | 0.2 | $438k | 1.0k | 438.00 | |
Leggett & Platt (LEG) | 0.1 | $392k | 16k | 24.50 | |
Exxon Mobil Corporation (XOM) | 0.1 | $346k | 4.1k | 84.18 | |
McDonald's Corporation (MCD) | 0.1 | $353k | 4.6k | 76.16 | |
Automatic Data Processing (ADP) | 0.1 | $346k | 6.8k | 51.26 | |
Edison International (EIX) | 0.1 | $366k | 10k | 36.60 | |
Medtronic | 0.1 | $320k | 8.1k | 39.38 | |
Weitz - Value Portfolio | 0.1 | $330k | 11k | 30.05 | |
Enerplus Corp (ERF) | 0.1 | $302k | 9.5k | 31.69 | |
Medco Health Solutions | 0.1 | $263k | 4.7k | 56.17 | |
Becton, Dickinson and (BDX) | 0.1 | $240k | 3.0k | 79.47 | |
Procter & Gamble Company (PG) | 0.1 | $255k | 4.1k | 61.59 | |
Schlumberger (SLB) | 0.1 | $252k | 2.7k | 93.33 | |
Berkshire Hathaway (BRK.B) | 0.1 | $205k | 2.5k | 83.67 | |
Level 3 Communications | 0.1 | $148k | 100k | 1.47 |