Lawson Kroeker Investment Management as of June 30, 2014
Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 72 positions in its portfolio as reported in the June 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Texas Pacific Land Trust | 6.5 | $22M | 140k | 160.11 | |
Chicago Bridge & Iron Company | 4.8 | $16M | 239k | 68.20 | |
Walt Disney Company (DIS) | 3.9 | $13M | 156k | 85.74 | |
Lincoln Electric Holdings (LECO) | 3.9 | $13M | 190k | 69.88 | |
Directv | 3.7 | $13M | 150k | 85.01 | |
Pfizer (PFE) | 3.6 | $13M | 421k | 29.68 | |
Microsoft Corporation (MSFT) | 3.3 | $11M | 270k | 41.70 | |
Symetra Finl Corp | 3.3 | $11M | 495k | 22.74 | |
Costamare (CMRE) | 3.1 | $11M | 463k | 23.32 | |
Johnson & Johnson (JNJ) | 3.0 | $10M | 99k | 104.62 | |
Verizon Communications (VZ) | 3.0 | $10M | 210k | 48.93 | |
Anadarko Petroleum Corporation | 3.0 | $10M | 93k | 109.47 | |
Chesapeake Energy Corporation | 2.7 | $9.2M | 314k | 29.39 | |
Vulcan Materials Company (VMC) | 2.6 | $8.9M | 139k | 63.75 | |
Berkshire Hathaway (BRK.B) | 2.5 | $8.7M | 69k | 126.56 | |
SPDR Gold Trust (GLD) | 2.4 | $8.4M | 66k | 128.04 | |
Boeing Company (BA) | 2.4 | $8.2M | 64k | 127.23 | |
Compass Minerals International (CMP) | 2.3 | $8.0M | 83k | 95.74 | |
ConocoPhillips (COP) | 2.2 | $7.6M | 89k | 85.73 | |
Constellium Holdco B V cl a | 2.0 | $6.9M | 215k | 32.06 | |
Plum Creek Timber | 2.0 | $6.9M | 152k | 45.10 | |
Cemex SAB de CV (CX) | 2.0 | $6.8M | 514k | 13.23 | |
Chevron Corporation (CVX) | 2.0 | $6.7M | 51k | 130.56 | |
Gen | 1.9 | $6.5M | 340k | 19.10 | |
Berkshire Hathaway (BRK.A) | 1.9 | $6.5M | 34.00 | 189900.00 | |
Kansas City Southern | 1.9 | $6.4M | 59k | 107.51 | |
Leucadia National | 1.8 | $6.2M | 237k | 26.22 | |
ConAgra Foods (CAG) | 1.8 | $6.1M | 206k | 29.68 | |
Freeport-McMoRan Copper & Gold (FCX) | 1.8 | $6.1M | 167k | 36.50 | |
St. Joe Company (JOE) | 1.6 | $5.3M | 210k | 25.43 | |
Cato Corporation (CATO) | 1.5 | $5.2M | 168k | 30.90 | |
L-3 Communications Holdings | 1.3 | $4.5M | 38k | 120.76 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.2 | $4.2M | 54k | 77.65 | |
Canadian Natl Ry (CNI) | 1.1 | $3.9M | 60k | 65.01 | |
Yamana Gold | 1.1 | $3.7M | 447k | 8.22 | |
Thermo Fisher Scientific (TMO) | 0.8 | $2.9M | 24k | 118.01 | |
Winnebago Industries (WGO) | 0.7 | $2.5M | 99k | 25.18 | |
Procter & Gamble Company (PG) | 0.7 | $2.4M | 31k | 78.58 | |
McDonald's Corporation (MCD) | 0.6 | $2.2M | 21k | 100.76 | |
Pepsi (PEP) | 0.6 | $2.0M | 23k | 89.33 | |
Dominion Resources (D) | 0.5 | $1.6M | 23k | 71.54 | |
Cisco Systems (CSCO) | 0.5 | $1.6M | 66k | 24.85 | |
Medtronic | 0.5 | $1.6M | 25k | 63.76 | |
Wal-Mart Stores (WMT) | 0.4 | $1.5M | 20k | 75.07 | |
Occidental Petroleum Corporation (OXY) | 0.4 | $1.4M | 14k | 102.66 | |
Investors Real Estate Trust | 0.4 | $1.4M | 153k | 9.21 | |
Spdr S&p 500 Etf (SPY) | 0.4 | $1.4M | 6.9k | 195.67 | |
Valeant Pharmaceuticals Int | 0.4 | $1.4M | 11k | 126.13 | |
Exxon Mobil Corporation (XOM) | 0.4 | $1.3M | 13k | 100.66 | |
Intel Corporation (INTC) | 0.3 | $1.2M | 37k | 30.89 | |
Merck & Co (MRK) | 0.3 | $1.0M | 18k | 57.83 | |
At&t (T) | 0.3 | $993k | 28k | 35.37 | |
Phillips 66 (PSX) | 0.3 | $915k | 11k | 80.47 | |
Coca-Cola Company (KO) | 0.2 | $824k | 20k | 42.34 | |
Colgate-Palmolive Company (CL) | 0.2 | $788k | 12k | 68.17 | |
Oracle Corporation (ORCL) | 0.2 | $771k | 19k | 40.53 | |
Automatic Data Processing (ADP) | 0.2 | $694k | 8.8k | 79.22 | |
J.M. Smucker Company (SJM) | 0.2 | $688k | 6.5k | 106.58 | |
Abbvie (ABBV) | 0.2 | $643k | 11k | 56.45 | |
Yum! Brands (YUM) | 0.2 | $568k | 7.0k | 81.14 | |
Edison International (EIX) | 0.1 | $523k | 9.0k | 58.11 | |
Abbott Laboratories (ABT) | 0.1 | $466k | 11k | 40.91 | |
U.S. Bancorp (USB) | 0.1 | $411k | 9.5k | 43.28 | |
Baxter International (BAX) | 0.1 | $383k | 5.3k | 72.26 | |
Leggett & Platt (LEG) | 0.1 | $357k | 10k | 34.33 | |
Graham Hldgs (GHC) | 0.1 | $359k | 500.00 | 718.00 | |
Becton, Dickinson and (BDX) | 0.1 | $287k | 2.4k | 118.35 | |
Bristol Myers Squibb (BMY) | 0.1 | $226k | 4.7k | 48.43 | |
Alliant Energy Corporation (LNT) | 0.1 | $243k | 4.0k | 60.75 | |
First Nat'l Of Nebraska (FINN) | 0.1 | $254k | 42.00 | 6047.62 | |
PG&E Corporation (PCG) | 0.1 | $202k | 4.2k | 48.10 | |
Lee Enterprises, Incorporated | 0.0 | $57k | 13k | 4.45 |