Lawson Kroeker Investment Management as of Sept. 30, 2019
Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 61 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Trust | 10.7 | $28M | 43k | 649.57 | |
| Hershey Company (HSY) | 4.9 | $13M | 83k | 154.99 | |
| Boeing Company (BA) | 4.9 | $13M | 34k | 380.46 | |
| Microsoft Corporation (MSFT) | 4.6 | $12M | 87k | 139.03 | |
| Walt Disney Company (DIS) | 4.6 | $12M | 92k | 130.32 | |
| Brookfield Asset Management | 4.2 | $11M | 211k | 53.09 | |
| Berkshire Hathaway (BRK.B) | 4.1 | $11M | 52k | 208.02 | |
| Wal-Mart Stores (WMT) | 3.9 | $10M | 85k | 118.68 | |
| Pfizer (PFE) | 3.8 | $9.9M | 276k | 35.93 | |
| Anheuser-Busch InBev NV (BUD) | 3.6 | $9.5M | 100k | 95.15 | |
| Arthur J. Gallagher & Co. (AJG) | 3.6 | $9.4M | 105k | 89.57 | |
| Johnson & Johnson (JNJ) | 3.2 | $8.5M | 65k | 129.38 | |
| Gildan Activewear Inc Com Cad (GIL) | 2.7 | $7.1M | 200k | 35.50 | |
| Lincoln Electric Holdings (LECO) | 2.6 | $6.8M | 78k | 86.75 | |
| Aerojet Rocketdy | 2.6 | $6.7M | 133k | 50.51 | |
| Thermo Fisher Scientific (TMO) | 2.2 | $5.9M | 20k | 291.25 | |
| CenturyLink | 2.1 | $5.7M | 453k | 12.48 | |
| Kansas City Southern | 2.1 | $5.5M | 42k | 133.01 | |
| Vulcan Materials Company (VMC) | 2.0 | $5.2M | 34k | 151.23 | |
| Cullen/Frost Bankers (CFR) | 1.9 | $4.9M | 56k | 88.54 | |
| Weyerhaeuser Company (WY) | 1.8 | $4.8M | 175k | 27.70 | |
| Orion Engineered Carbons (OEC) | 1.8 | $4.7M | 282k | 16.71 | |
| Chevron Corporation (CVX) | 1.8 | $4.7M | 39k | 118.61 | |
| Berkshire Hathaway (BRK.A) | 1.8 | $4.7M | 15.00 | 311800.00 | |
| McDonald's Corporation (MCD) | 1.6 | $4.3M | 20k | 214.73 | |
| Gilead Sciences (GILD) | 1.6 | $4.1M | 65k | 63.38 | |
| LKQ Corporation (LKQ) | 1.5 | $3.9M | 123k | 31.45 | |
| Canadian Natl Ry (CNI) | 1.3 | $3.4M | 38k | 89.86 | |
| Discovery Communications | 1.2 | $3.1M | 125k | 24.62 | |
| Winnebago Industries (WGO) | 1.1 | $2.8M | 74k | 38.35 | |
| Crimson Wine (CWGL) | 1.0 | $2.6M | 351k | 7.55 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.8 | $2.1M | 19k | 108.58 | |
| Pepsi (PEP) | 0.8 | $2.0M | 14k | 137.11 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.9M | 27k | 70.62 | |
| Constellium Holdco B V cl a | 0.6 | $1.6M | 125k | 12.71 | |
| Dominion Resources (D) | 0.6 | $1.5M | 18k | 81.01 | |
| ConocoPhillips (COP) | 0.6 | $1.4M | 25k | 56.97 | |
| Procter & Gamble Company (PG) | 0.5 | $1.4M | 11k | 124.41 | |
| Coca-Cola Company (KO) | 0.4 | $980k | 18k | 54.43 | |
| Medtronic (MDT) | 0.4 | $939k | 8.6k | 108.64 | |
| At&t (T) | 0.3 | $924k | 24k | 37.85 | |
| Merck & Co (MRK) | 0.3 | $926k | 11k | 84.18 | |
| Cmre 8 1/2 12/31/49 (CMRE.PC) | 0.3 | $901k | 35k | 25.49 | |
| Diageo (DEO) | 0.3 | $863k | 5.3k | 163.60 | |
| Yum! Brands (YUM) | 0.3 | $726k | 6.4k | 113.44 | |
| Spdr S&p 500 Etf (SPY) | 0.2 | $653k | 2.2k | 296.82 | |
| Cato Corporation (CATO) | 0.2 | $623k | 35k | 17.62 | |
| Edison International (EIX) | 0.2 | $611k | 8.1k | 75.43 | |
| Baxter International (BAX) | 0.2 | $420k | 4.8k | 87.50 | |
| Wells Fargo & Company (WFC) | 0.2 | $419k | 8.3k | 50.42 | |
| Colgate-Palmolive Company (CL) | 0.2 | $427k | 5.8k | 73.44 | |
| First Nat'l Of Nebraska (FINN) | 0.2 | $424k | 42.00 | 10095.24 | |
| St. Joe Company (JOE) | 0.1 | $395k | 23k | 17.15 | |
| Abbott Laboratories (ABT) | 0.1 | $376k | 4.5k | 83.74 | |
| Leggett & Platt (LEG) | 0.1 | $377k | 9.2k | 40.98 | |
| ConAgra Foods (CAG) | 0.1 | $380k | 12k | 30.65 | |
| Alliant Energy Corporation (LNT) | 0.1 | $356k | 6.6k | 53.94 | |
| Phillips 66 (PSX) | 0.1 | $350k | 3.4k | 102.52 | |
| Nextera Energy (NEE) | 0.1 | $280k | 1.2k | 233.33 | |
| Abbvie (ABBV) | 0.1 | $289k | 3.8k | 75.63 | |
| Lee Enterprises, Incorporated | 0.0 | $26k | 13k | 2.03 |
