Lawson Kroeker Investment Management as of Sept. 30, 2014
Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 72 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Texas Pacific Land Trust | 7.0 | $24M | 122k | 192.44 | |
Chicago Bridge & Iron Company | 4.3 | $14M | 249k | 57.85 | |
Walt Disney Company (DIS) | 4.1 | $14M | 156k | 89.03 | |
Directv | 3.9 | $13M | 150k | 86.52 | |
Lincoln Electric Holdings (LECO) | 3.9 | $13M | 187k | 69.13 | |
Microsoft Corporation (MSFT) | 3.7 | $13M | 269k | 46.36 | |
Pfizer (PFE) | 3.7 | $12M | 420k | 29.57 | |
Symetra Finl Corp | 3.4 | $11M | 486k | 23.33 | |
Johnson & Johnson (JNJ) | 3.1 | $11M | 99k | 106.59 | |
Verizon Communications (VZ) | 3.1 | $11M | 210k | 49.99 | |
Costamare (CMRE) | 3.0 | $10M | 461k | 21.96 | |
Anadarko Petroleum Corporation | 2.8 | $9.4M | 92k | 101.44 | |
Berkshire Hathaway (BRK.B) | 2.7 | $9.1M | 66k | 138.14 | |
ConocoPhillips (COP) | 2.6 | $8.9M | 116k | 76.52 | |
Boeing Company (BA) | 2.6 | $8.7M | 68k | 127.38 | |
Vulcan Materials Company (VMC) | 2.5 | $8.3M | 139k | 60.23 | |
Chesapeake Energy Corporation | 2.3 | $7.8M | 339k | 22.99 | |
SPDR Gold Trust (GLD) | 2.3 | $7.7M | 66k | 116.21 | |
Kansas City Southern | 2.1 | $7.2M | 59k | 121.20 | |
Berkshire Hathaway (BRK.A) | 2.1 | $7.0M | 34.00 | 206900.00 | |
Compass Minerals International (CMP) | 2.1 | $7.0M | 83k | 84.29 | |
Cemex SAB de CV (CX) | 2.0 | $6.7M | 512k | 13.04 | |
ConAgra Foods (CAG) | 2.0 | $6.6M | 201k | 33.04 | |
Chevron Corporation (CVX) | 1.8 | $6.1M | 51k | 119.32 | |
Constellium Holdco B V cl a | 1.8 | $6.0M | 242k | 24.61 | |
Cato Corporation (CATO) | 1.7 | $5.8M | 169k | 34.46 | |
Plum Creek Timber | 1.7 | $5.7M | 146k | 39.01 | |
Leucadia National | 1.7 | $5.6M | 235k | 23.84 | |
Gen | 1.6 | $5.4M | 339k | 15.97 | |
Freeport-McMoRan Copper & Gold (FCX) | 1.6 | $5.2M | 160k | 32.65 | |
L-3 Communications Holdings | 1.3 | $4.3M | 36k | 118.91 | |
St. Joe Company (JOE) | 1.2 | $4.2M | 209k | 19.93 | |
Canadian Natl Ry (CNI) | 1.2 | $4.0M | 57k | 70.96 | |
Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 1.2 | $3.9M | 53k | 73.52 | |
Thermo Fisher Scientific (TMO) | 0.9 | $2.9M | 24k | 121.72 | |
Yamana Gold | 0.9 | $2.9M | 491k | 6.00 | |
Procter & Gamble Company (PG) | 0.8 | $2.8M | 34k | 83.75 | |
McDonald's Corporation (MCD) | 0.7 | $2.2M | 23k | 94.81 | |
Winnebago Industries (WGO) | 0.6 | $2.1M | 99k | 21.77 | |
Pepsi (PEP) | 0.6 | $2.1M | 23k | 93.08 | |
Dominion Resources (D) | 0.5 | $1.6M | 23k | 69.11 | |
Wal-Mart Stores (WMT) | 0.5 | $1.6M | 20k | 76.49 | |
Cisco Systems (CSCO) | 0.5 | $1.6M | 62k | 25.18 | |
Medtronic | 0.4 | $1.3M | 22k | 61.96 | |
Occidental Petroleum Corporation (OXY) | 0.4 | $1.2M | 13k | 96.15 | |
Exxon Mobil Corporation (XOM) | 0.4 | $1.2M | 13k | 94.03 | |
Investors Real Estate Trust | 0.3 | $1.2M | 152k | 7.70 | |
Intel Corporation (INTC) | 0.3 | $1.1M | 33k | 34.82 | |
Spdr S&p 500 Etf (SPY) | 0.3 | $1.1M | 5.5k | 197.08 | |
At&t (T) | 0.3 | $989k | 28k | 35.23 | |
Valeant Pharmaceuticals Int | 0.3 | $1.0M | 7.7k | 131.20 | |
Phillips 66 (PSX) | 0.3 | $923k | 11k | 81.29 | |
Coca-Cola Company (KO) | 0.3 | $858k | 20k | 42.67 | |
Merck & Co (MRK) | 0.2 | $736k | 12k | 59.28 | |
Abbvie (ABBV) | 0.2 | $658k | 11k | 57.77 | |
Oracle Corporation (ORCL) | 0.2 | $629k | 16k | 38.30 | |
Automatic Data Processing (ADP) | 0.2 | $587k | 7.1k | 83.14 | |
J.M. Smucker Company (SJM) | 0.2 | $530k | 5.4k | 98.97 | |
Yum! Brands (YUM) | 0.1 | $504k | 7.0k | 72.00 | |
Colgate-Palmolive Company (CL) | 0.1 | $512k | 7.9k | 65.22 | |
Edison International (EIX) | 0.1 | $503k | 9.0k | 55.89 | |
Seventy Seven Energy | 0.1 | $499k | 21k | 23.72 | |
Abbott Laboratories (ABT) | 0.1 | $474k | 11k | 41.62 | |
U.S. Bancorp (USB) | 0.1 | $397k | 9.5k | 41.81 | |
Baxter International (BAX) | 0.1 | $380k | 5.3k | 71.70 | |
Leggett & Platt (LEG) | 0.1 | $363k | 10k | 34.90 | |
Graham Hldgs (GHC) | 0.1 | $350k | 500.00 | 700.00 | |
Becton, Dickinson and (BDX) | 0.1 | $276k | 2.4k | 113.81 | |
Bristol Myers Squibb (BMY) | 0.1 | $239k | 4.7k | 51.21 | |
Alliant Energy Corporation (LNT) | 0.1 | $222k | 4.0k | 55.50 | |
First Nat'l Of Nebraska (FINN) | 0.1 | $248k | 42.00 | 5904.76 | |
Lee Enterprises, Incorporated | 0.0 | $43k | 13k | 3.36 |