$320 Million is the total value of LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's 74 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPL | Sell | Texas Pacific Land Tr | $18,183,000 | +29.2% | 140,408 | -0.2% | 5.69% | +27.4% |
| DIS | Sell | Disney Walt | $12,275,000 | +4.6% | 153,299 | -0.2% | 3.84% | +3.2% |
| BA | Sell | Boeing Co | $8,007,000 | -8.2% | 63,805 | -0.2% | 2.50% | -9.5% |
| 2100PS | Sell | GenCorp Inc | $6,720,000 | -3.4% | 367,805 | -4.7% | 2.10% | -4.7% |
| BRKA | Sell | Berkshire Hathaway Inc Cl A | $6,370,000 | -10.5% | 34 | -15.0% | 1.99% | -11.7% |
| CVX | Sell | Chevron Corp | $6,136,000 | -4.9% | 51,599 | -0.1% | 1.92% | -6.2% |
| KSU | Sell | Kansas City Southern | $6,084,000 | -18.6% | 59,610 | -1.3% | 1.90% | -19.7% |
| LLL | Sell | L-3 Communications Hldgs Inc | $4,499,000 | +9.1% | 38,075 | -1.3% | 1.41% | +7.6% |
| JOE | Sell | St Joe Co | $4,049,000 | -0.9% | 210,330 | -1.2% | 1.27% | -2.2% |
| AUY | Sell | Yamana Gold Inc | $3,831,000 | +1.5% | 436,295 | -0.3% | 1.20% | +0.1% |
| TMO | Sell | Thermo Fisher Corp | $2,921,000 | -0.2% | 24,295 | -7.6% | 0.91% | -1.6% |
| IRET | Sell | Investors Real Estate Tr Sh Be | $1,392,000 | +4.3% | 154,980 | -0.4% | 0.44% | +2.8% |
| SPY | Sell | SPDR S&P 500 | $727,000 | -3.6% | 3,885 | -4.9% | 0.23% | -5.0% |
| FINN | Sell | First National Nebraska Inc | $239,000 | -29.3% | 42 | -32.3% | 0.08% | -29.9% |
| LEE | Sell | Lee Enterprises | $57,000 | +14.0% | 12,800 | -11.7% | 0.02% | +12.5% |
| FSTO | Exit | Forest Oil Corp | $0 | – | -53,202 | -100.0% | -0.06% | – |
| VOD | Exit | Vodaphone Group PLC | $0 | – | -219,635 | -100.0% | -2.74% | – |
| FRX | Exit | Forest Labs Inc | $0 | – | -202,190 | -100.0% | -3.85% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-04-14
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.