Lawson Kroeker Investment Management as of June 30, 2011
Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 66 positions in its portfolio as reported in the June 2011 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Chicago Bridge & Iron Company | 4.8 | $13M | 331k | 38.90 | |
Peabody Energy Corporation | 4.5 | $12M | 204k | 58.91 | |
SPDR Gold Trust (GLD) | 4.3 | $11M | 78k | 146.00 | |
Kansas City Southern | 3.9 | $11M | 178k | 59.33 | |
Pfizer (PFE) | 3.7 | $10M | 484k | 20.60 | |
Lincoln Electric Holdings (LECO) | 3.7 | $9.8M | 275k | 35.85 | |
Anadarko Petroleum Corporation | 3.6 | $9.6M | 125k | 76.76 | |
Leucadia National | 3.5 | $9.5M | 277k | 34.10 | |
Forest Laboratories | 3.4 | $9.0M | 229k | 39.34 | |
Chevron Corporation (CVX) | 3.2 | $8.7M | 85k | 102.84 | |
Freeport-McMoRan Copper & Gold (FCX) | 3.2 | $8.6M | 162k | 52.90 | |
Patriot Coal Corp | 3.2 | $8.5M | 382k | 22.26 | |
Directv | 2.9 | $7.7M | 152k | 50.82 | |
Boeing Company (BA) | 2.9 | $7.7M | 104k | 73.93 | |
Texas Pacific Land Trust | 2.7 | $7.2M | 159k | 45.21 | |
Cato Corporation (CATO) | 2.6 | $7.0M | 243k | 28.80 | |
Walt Disney Company (DIS) | 2.5 | $6.8M | 173k | 39.04 | |
Compass Minerals International (CMP) | 2.5 | $6.6M | 77k | 86.07 | |
Laboratory Corp. of America Holdings (LH) | 2.5 | $6.6M | 68k | 96.79 | |
Nexen | 2.5 | $6.6M | 294k | 22.50 | |
Plum Creek Timber | 2.4 | $6.5M | 159k | 40.54 | |
ConAgra Foods (CAG) | 2.3 | $6.1M | 236k | 25.81 | |
Vulcan Materials Company (VMC) | 2.2 | $5.8M | 152k | 38.53 | |
ConocoPhillips (COP) | 2.1 | $5.7M | 75k | 75.19 | |
St. Joe Company (JOE) | 2.1 | $5.6M | 267k | 20.84 | |
Yamana Gold | 1.9 | $5.2M | 446k | 11.63 | |
Berkshire Hathaway (BRK.B) | 1.9 | $5.2M | 67k | 77.39 | |
Forest Oil Corporation | 1.9 | $5.0M | 186k | 26.71 | |
Berkshire Hathaway (BRK.A) | 1.7 | $4.5M | 39.00 | 116102.56 | |
Cemex SAB de CV (CX) | 1.7 | $4.5M | 525k | 8.60 | |
Gen | 1.6 | $4.3M | 672k | 6.42 | |
Microsoft Corporation (MSFT) | 1.4 | $3.9M | 149k | 26.00 | |
L-3 Communications Holdings | 1.0 | $2.7M | 31k | 87.44 | |
Investors Real Estate Trust | 0.9 | $2.3M | 267k | 8.66 | |
Chesapeake Energy Corporation | 0.7 | $1.9M | 63k | 29.69 | |
Vodafone | 0.7 | $1.8M | 68k | 26.73 | |
Berkshire Hathaway (BRK.A) | 0.7 | $1.7M | 15.00 | 116133.33 | |
Canadian Natl Ry (CNI) | 0.6 | $1.6M | 20k | 79.89 | |
Dominion Resources (D) | 0.6 | $1.5M | 31k | 48.26 | |
Spdr S&p 500 Etf (SPY) | 0.6 | $1.5M | 12k | 132.00 | |
Pepsi (PEP) | 0.5 | $1.4M | 21k | 70.44 | |
Winnebago Industries (WGO) | 0.5 | $1.3M | 136k | 9.66 | |
U.S. Bancorp (USB) | 0.5 | $1.2M | 48k | 25.50 | |
Johnson & Johnson (JNJ) | 0.4 | $1.0M | 15k | 66.54 | |
Merck & Co (MRK) | 0.3 | $819k | 23k | 35.28 | |
Colgate-Palmolive Company (CL) | 0.3 | $808k | 9.2k | 87.40 | |
Avery Dennison Corporation (AVY) | 0.3 | $738k | 19k | 38.63 | |
McDonald's Corporation (MCD) | 0.2 | $602k | 7.1k | 84.37 | |
Automatic Data Processing (ADP) | 0.2 | $547k | 10k | 52.67 | |
Yum! Brands (YUM) | 0.2 | $530k | 9.6k | 55.21 | |
Abbott Laboratories (ABT) | 0.2 | $516k | 9.8k | 52.63 | |
Baxter International (BAX) | 0.2 | $489k | 8.2k | 59.63 | |
At&t (T) | 0.2 | $495k | 16k | 31.43 | |
Medtronic | 0.2 | $449k | 12k | 38.54 | |
Becton, Dickinson and (BDX) | 0.2 | $417k | 4.8k | 86.07 | |
Washington Post Company | 0.2 | $419k | 1.0k | 419.00 | |
Leggett & Platt (LEG) | 0.1 | $390k | 16k | 24.38 | |
Edison International (EIX) | 0.1 | $388k | 10k | 38.80 | |
GlaxoSmithKline | 0.1 | $340k | 7.9k | 42.90 | |
Exxon Mobil Corporation (XOM) | 0.1 | $318k | 3.9k | 81.33 | |
Medco Health Solutions | 0.1 | $265k | 4.7k | 56.60 | |
Procter & Gamble Company (PG) | 0.1 | $263k | 4.1k | 63.53 | |
Enerplus Corp (ERF) | 0.1 | $256k | 8.1k | 31.59 | |
Schlumberger (SLB) | 0.1 | $233k | 2.7k | 86.30 | |
Otter Tail Corporation (OTTR) | 0.1 | $228k | 11k | 21.11 | |
Level 3 Communications | 0.0 | $46k | 19k | 2.45 |