$286 Million is the total value of LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's 86 reported holdings in Q2 2013. The portfolio turnover from Q1 2013 to Q2 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CBI | New | Chicago Bridge & Iron Co | $13,184,000 | – | 220,987 | +100.0% | 4.61% | – |
| PFE | New | Pfizer Inc | $11,797,000 | – | 421,187 | +100.0% | 4.12% | – |
| TPL | New | Texas Pac Ld Tr Sub Sh Ctf | $11,602,000 | – | 137,483 | +100.0% | 4.06% | – |
| LECO | New | Lincoln Electric Holdings Inc | $11,290,000 | – | 197,140 | +100.0% | 3.95% | – |
| DIS | New | Disney Walt | $9,967,000 | – | 157,824 | +100.0% | 3.48% | – |
| MSFT | New | Microsoft Corp | $9,210,000 | – | 266,615 | +100.0% | 3.22% | – |
| A309PS | New | Directv Cl CL A | $9,029,000 | – | 146,480 | +100.0% | 3.16% | – |
| APC | New | Anadarko Pete Corp | $8,918,000 | – | 103,777 | +100.0% | 3.12% | – |
| FRX | New | Forest Labs Inc | $8,507,000 | – | 207,490 | +100.0% | 2.97% | – |
| JNJ | New | Johnson & Johnson | $8,081,000 | – | 94,120 | +100.0% | 2.82% | – |
| GLD | New | SPDR Gold Tr Gold Shs | $7,753,000 | – | 65,093 | +100.0% | 2.71% | – |
| KSU | New | Kansas City Southern | $7,364,000 | – | 69,495 | +100.0% | 2.57% | – |
| BA | New | Boeing Co | $7,259,000 | – | 70,865 | +100.0% | 2.54% | – |
| BRKA | New | Berkshire Hathaway Inc CL A | $7,250,000 | – | 43 | +100.0% | 2.53% | – |
| CVX | New | Chevron Corp | $7,062,000 | – | 59,676 | +100.0% | 2.47% | – |
| PCL | New | Plum Creek Timber Co Inc | $6,987,000 | – | 149,720 | +100.0% | 2.44% | – |
| BRKB | New | Berkshire Hathaway Inc Del CL | $6,816,000 | – | 60,905 | +100.0% | 2.38% | – |
| CAG | New | Conagra Foods Inc | $6,765,000 | – | 193,661 | +100.0% | 2.36% | – |
| CMRE | New | Costamare Inc | $6,663,000 | – | 386,697 | +100.0% | 2.33% | – |
| 2100PS | New | Gencorp Inc | $6,621,000 | – | 407,180 | +100.0% | 2.32% | – |
| VMC | New | Vulcan Materials Co | $6,576,000 | – | 135,845 | +100.0% | 2.30% | – |
| LUK | New | Leucadia Natl Corp | $6,463,000 | – | 246,490 | +100.0% | 2.26% | – |
| VOD | New | Vodaphone Group PLC | $6,329,000 | – | 220,185 | +100.0% | 2.21% | – |
| CHK | New | Chesapeake Energy Corp | $6,185,000 | – | 303,480 | +100.0% | 2.16% | – |
| CMP | New | Compass Minerals Intl Inc | $5,956,000 | – | 70,460 | +100.0% | 2.08% | – |
| CX | New | Cemex S A B DE C V Sponsor Adr | $5,491,000 | – | 518,999 | +100.0% | 1.92% | – |
| LH | New | Laboratory Corp Amer Hldgs | $5,148,000 | – | 51,430 | +100.0% | 1.80% | – |
| COP | New | ConocoPhillips | $5,098,000 | – | 84,269 | +100.0% | 1.78% | – |
| AUY | New | Yamana Gold Inc | $4,853,000 | – | 510,311 | +100.0% | 1.70% | – |
| JOE | New | St Joe Co | $4,794,000 | – | 227,725 | +100.0% | 1.68% | – |
| FCX | New | Freeport-McMoran Copper & Gold | $4,617,000 | – | 167,227 | +100.0% | 1.61% | – |
| CATO | New | Cato Corp CL A | $4,229,000 | – | 169,442 | +100.0% | 1.48% | – |
| BTU | New | Peabody Energy Corp | $3,588,000 | – | 245,055 | +100.0% | 1.25% | – |
| LLL | New | L-3 Communications Hldgs Inc | $3,403,000 | – | 39,685 | +100.0% | 1.19% | – |
| NSRGY | New | Nestle S.A. Spons ADR | $3,333,000 | – | 50,905 | +100.0% | 1.16% | – |
| CNI | New | Canadian National Railway Co | $2,874,000 | – | 29,550 | +100.0% | 1.00% | – |
| TMO | New | Thermo Fisher Corp | $2,202,000 | – | 26,020 | +100.0% | 0.77% | – |
| WGO | New | Winnebago Industries | $2,172,000 | – | 103,474 | +100.0% | 0.76% | – |
| MCD | New | McDonalds Corp | $1,965,000 | – | 19,850 | +100.0% | 0.69% | – |
| PG | New | Procter and Gamble Co | $1,840,000 | – | 23,895 | +100.0% | 0.64% | – |
| PEP | New | Pepsico Inc | $1,787,000 | – | 21,850 | +100.0% | 0.62% | – |
| IRET | New | Investors Real Estate Tr Sh Be | $1,584,000 | – | 184,205 | +100.0% | 0.55% | – |
| WMT | New | Wal-Mart Stores Inc | $1,511,000 | – | 20,285 | +100.0% | 0.53% | – |
| KO | New | Coca Cola Co | $1,418,000 | – | 35,345 | +100.0% | 0.50% | – |
| D | New | Dominion Res Inc Va | $1,308,000 | – | 23,016 | +100.0% | 0.46% | – |
| OXY | New | Occidental Petroleum Corp | $1,152,000 | – | 12,915 | +100.0% | 0.40% | – |
| MDT | New | Medtronic Inc | $1,104,000 | – | 21,440 | +100.0% | 0.39% | – |
| XOM | New | Exxon Mobil Corp | $1,043,000 | – | 11,540 | +100.0% | 0.36% | – |
| CSCO | New | Cisco Systems Inc | $967,000 | – | 39,725 | +100.0% | 0.34% | – |
| VRX | New | Valeant Pharmaceuticals Inc | $924,000 | – | 10,735 | +100.0% | 0.32% | – |
| T | New | AT&T Inc | $862,000 | – | 24,349 | +100.0% | 0.30% | – |
| MRK | New | Merck & Co Inc | $855,000 | – | 18,415 | +100.0% | 0.30% | – |
| CL | New | Colgate Palmolive Co | $714,000 | – | 12,470 | +100.0% | 0.25% | – |
| PSX | New | Phillips 66 | $683,000 | – | 11,590 | +100.0% | 0.24% | – |
| ADP | New | Automatic Data Processing Inc | $667,000 | – | 9,685 | +100.0% | 0.23% | – |
| ORCL | New | Oracle Corp | $584,000 | – | 19,025 | +100.0% | 0.20% | – |
| RSG | New | Republic Services Inc | $576,000 | – | 16,975 | +100.0% | 0.20% | – |
| SJM | New | Smucker (J.M.) Co | $542,000 | – | 5,250 | +100.0% | 0.19% | – |
| SPY | New | SPDR S&P 500 ETF Trust | $515,000 | – | 3,210 | +100.0% | 0.18% | – |
| USB | New | US Bancorp | $488,000 | – | 13,496 | +100.0% | 0.17% | – |
| YUM | New | Yum! Brands Inc | $485,000 | – | 7,000 | +100.0% | 0.17% | – |
| ABBV | New | Abbvie Inc Com | $477,000 | – | 11,540 | +100.0% | 0.17% | – |
| EIX | New | Edison International | $433,000 | – | 9,000 | +100.0% | 0.15% | – |
| ABT | New | Abbott Laboratories | $403,000 | – | 11,540 | +100.0% | 0.14% | – |
| WPO | New | Washington Post Co | $387,000 | – | 800 | +100.0% | 0.14% | – |
| FSTO | New | Forest Oil Corp PAR $0.01 | $381,000 | – | 93,079 | +100.0% | 0.13% | – |
| BAX | New | Baxter International Inc | $374,000 | – | 5,400 | +100.0% | 0.13% | – |
| New | American New Economy SBI CL A | $364,000 | – | 11,178 | +100.0% | 0.13% | – | |
| FINN | New | First National Nebraska Inc | $360,000 | – | 72 | +100.0% | 0.13% | – |
| New | Lord Abbett Americas Value Fd | $344,000 | – | 24,761 | +100.0% | 0.12% | – | |
| LEG | New | Leggett & Platt, Inc | $323,000 | – | 10,400 | +100.0% | 0.11% | – |
| IBM | New | International Business Machine | $311,000 | – | 1,625 | +100.0% | 0.11% | – |
| INTC | New | Intel Corp | $303,000 | – | 12,500 | +100.0% | 0.11% | – |
| V107SC | New | Wellpoint Inc | $299,000 | – | 3,650 | +100.0% | 0.10% | – |
| DNB | New | Dun & Bradstreet Corp | $292,000 | – | 3,000 | +100.0% | 0.10% | – |
| BDX | New | Becton Dickinson & Co | $240,000 | – | 2,425 | +100.0% | 0.08% | – |
| PH | New | Parker Hannifin Corp | $234,000 | – | 2,450 | +100.0% | 0.08% | – |
| UNH | New | United Health Group Inc | $229,000 | – | 3,500 | +100.0% | 0.08% | – |
| CVS | New | CVS Corp | $229,000 | – | 4,000 | +100.0% | 0.08% | – |
| New | Clipper Fd Inc | $211,000 | – | 2,631 | +100.0% | 0.07% | – | |
| BMY | New | Bristol-Myers Squibb Co | $209,000 | – | 4,667 | +100.0% | 0.07% | – |
| New | Weitz Funds - Value Fund | $205,000 | – | 5,108 | +100.0% | 0.07% | – | |
| LNT | New | Alliant Energy Corp | $202,000 | – | 4,000 | +100.0% | 0.07% | – |
| CWGL | New | Crimson Wine Group Ltd | $196,000 | – | 22,998 | +100.0% | 0.07% | – |
| LEE | New | Lee Enterprises | $40,000 | – | 19,500 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-07-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DISNEY WALT CO | 42 | Q3 2023 | 6.1% |
| Berkshire Hathaway Inc Del CL | 42 | Q3 2023 | 6.1% |
| PFIZER INC | 42 | Q3 2023 | 5.2% |
| MICROSOFT CORP | 42 | Q3 2023 | 5.2% |
| Lincoln Electric Holdings Inc | 42 | Q3 2023 | 4.3% |
| BOEING CO | 42 | Q3 2023 | 5.1% |
| BERKSHIRE HATHAWAY INC DEL | 42 | Q3 2023 | 3.6% |
| VULCAN MATLS CO | 42 | Q3 2023 | 3.4% |
| THERMO FISHER SCIENTIFIC INC | 42 | Q3 2023 | 3.8% |
| CHEVRON CORP NEW | 42 | Q3 2023 | 2.5% |
View LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-11 |
| 13F-HR | 2022-04-11 |
| 13F-HR | 2022-01-10 |
View LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.