Lawson Kroeker Investment Management

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