Lawson Kroeker Investment Management

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