Lawson Kroeker Investment Management

Lawson Kroeker Investment Management as of Sept. 30, 2011

Portfolio Holdings for Lawson Kroeker Investment Management

Lawson Kroeker Investment Management holds 75 positions in its portfolio as reported in the September 2011 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
SPDR Gold Trust (GLD) 5.5 $11M 70k 158.07
Chicago Bridge & Iron Company 4.2 $8.3M 291k 28.63
Kansas City Southern 4.1 $8.2M 163k 49.96
Pfizer (PFE) 3.9 $7.9M 447k 17.68
Lincoln Electric Holdings (LECO) 3.6 $7.3M 252k 29.01
Anadarko Petroleum Corporation 3.6 $7.2M 114k 63.05
Chevron Corporation (CVX) 3.5 $7.1M 77k 92.60
Forest Laboratories 3.2 $6.5M 210k 30.79
Peabody Energy Corporation 3.2 $6.4M 189k 33.88
Boeing Company (BA) 2.8 $5.7M 94k 60.51
Directv 2.8 $5.7M 134k 42.27
Leucadia National 2.8 $5.5M 245k 22.68
Texas Pacific Land Trust 2.7 $5.5M 150k 36.34
Yamana Gold 2.6 $5.2M 383k 13.66
ConocoPhillips (COP) 2.6 $5.2M 82k 63.32
Plum Creek Timber 2.5 $5.1M 146k 34.71
Freeport-McMoRan Copper & Gold (FCX) 2.5 $5.0M 166k 30.45
Compass Minerals International (CMP) 2.5 $5.0M 75k 66.78
Cato Corporation (CATO) 2.4 $4.9M 216k 22.56
ConAgra Foods (CAG) 2.4 $4.9M 202k 24.22
Walt Disney Company (DIS) 2.4 $4.9M 161k 30.16
Berkshire Hathaway (BRK.A) 2.3 $4.7M 44.00 106795.45
Laboratory Corp. of America Holdings (LH) 2.3 $4.7M 59k 79.05
Berkshire Hathaway (BRK.B) 2.1 $4.3M 60k 71.03
Microsoft Corporation (MSFT) 2.1 $4.2M 167k 24.89
Nexen 2.0 $4.0M 257k 15.49
Vulcan Materials Company (VMC) 1.9 $3.7M 135k 27.56
St. Joe Company (JOE) 1.8 $3.5M 235k 14.99
Patriot Coal Corp 1.6 $3.1M 367k 8.46
Gen 1.4 $2.9M 648k 4.49
Forest Oil Corporation 1.2 $2.5M 172k 14.40
Vodafone 1.2 $2.5M 96k 25.66
L-3 Communications Holdings 0.9 $1.8M 29k 61.96
Chesapeake Energy Corporation 0.8 $1.7M 66k 25.55
Investors Real Estate Trust 0.8 $1.7M 233k 7.20
Canadian Natl Ry (CNI) 0.8 $1.6M 24k 66.57
Dominion Resources (D) 0.8 $1.5M 30k 50.77
Berkshire Hathaway (BRK.A) 0.8 $1.5M 14.00 106785.71
Cemex SAB de CV (CX) 0.7 $1.5M 470k 3.16
Johnson & Johnson (JNJ) 0.7 $1.3M 20k 63.70
Pepsi (PEP) 0.5 $975k 16k 61.89
Winnebago Industries (WGO) 0.5 $906k 131k 6.92
McDonald's Corporation (MCD) 0.4 $872k 9.9k 87.77
Spdr S&p 500 Etf (SPY) 0.4 $862k 7.6k 113.12
Abbott Laboratories (ABT) 0.4 $757k 15k 51.13
Merck & Co (MRK) 0.4 $755k 23k 32.69
Automatic Data Processing (ADP) 0.4 $734k 16k 47.17
Colgate-Palmolive Company (CL) 0.4 $726k 8.2k 88.70
Becton, Dickinson and (BDX) 0.3 $650k 8.9k 73.28
Procter & Gamble Company (PG) 0.3 $616k 9.8k 63.18
U.S. Bancorp (USB) 0.3 $542k 23k 23.53
Exxon Mobil Corporation (XOM) 0.3 $538k 7.4k 72.60
Yum! Brands (YUM) 0.2 $474k 9.6k 49.38
Baxter International (BAX) 0.2 $460k 8.2k 56.10
At&t (T) 0.2 $449k 16k 28.51
Medtronic 0.2 $387k 12k 33.22
Edison International (EIX) 0.2 $383k 10k 38.30
Occidental Petroleum Corporation (OXY) 0.2 $339k 4.7k 71.52
GlaxoSmithKline 0.2 $327k 7.9k 41.26
UnitedHealth (UNH) 0.2 $323k 7.0k 46.14
Washington Post Company 0.2 $327k 1.0k 327.00
Wal-Mart Stores (WMT) 0.1 $285k 5.5k 51.91
Kohl's Corporation (KSS) 0.1 $282k 5.8k 49.04
Leggett & Platt (LEG) 0.1 $289k 15k 19.79
CVS Caremark Corporation (CVS) 0.1 $274k 8.2k 33.62
International Business Machines (IBM) 0.1 $284k 1.6k 174.77
Renaissance Re Holdings Ltd Cmn (RNR) 0.1 $255k 4.0k 63.75
Intel Corporation (INTC) 0.1 $267k 13k 21.36
WellPoint 0.1 $238k 3.7k 65.21
E.I. du Pont de Nemours & Company 0.1 $211k 5.3k 39.91
United Technologies Corporation 0.1 $229k 3.3k 70.46
Cisco Systems (CSCO) 0.1 $209k 14k 15.51
Wells Fargo & Company (WFC) 0.1 $204k 8.5k 24.14
Western Union Company (WU) 0.1 $183k 12k 15.25
Level 3 Communications 0.0 $28k 19k 1.51