$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CATO | Cato Corp Cl A | $4,515,000 | -15.0% | 166,967 | 0.0% | 1.41% | -16.2% | |
| VRX | Valeant Pharmaceuticals Inc | $1,415,000 | +12.3% | 10,735 | 0.0% | 0.44% | +10.8% | |
| MRK | Merck & Co Inc | $1,034,000 | +13.4% | 18,215 | 0.0% | 0.32% | +11.8% | |
| INTC | Intel Corp | $966,000 | -0.5% | 37,425 | 0.0% | 0.30% | -1.9% | |
| PSX | Phillips 66 | $887,000 | -0.1% | 11,511 | 0.0% | 0.28% | -1.8% | |
| ORCL | Oracle Corp | $778,000 | +6.9% | 19,025 | 0.0% | 0.24% | +5.2% | |
| CL | Colgate Palmolive Co | $750,000 | -0.5% | 11,560 | 0.0% | 0.24% | -1.7% | |
| ABBV | Abbvie Inc | $585,000 | -2.8% | 11,390 | 0.0% | 0.18% | -4.2% | |
| YUM | Yum! Brands Inc | $528,000 | -0.2% | 7,000 | 0.0% | 0.16% | -1.8% | |
| EIX | Edison International | $509,000 | +22.1% | 9,000 | 0.0% | 0.16% | +20.5% | |
| ABT | Abbott Laboratories | $439,000 | +0.5% | 11,390 | 0.0% | 0.14% | -1.4% | |
| GHC | Graham Holdings Co | $422,000 | +6.0% | 600 | 0.0% | 0.13% | +4.8% | |
| USB | US Bancorp | $407,000 | +6.0% | 9,496 | 0.0% | 0.13% | +4.1% | |
| BAX | Baxter International Inc | $397,000 | +5.6% | 5,400 | 0.0% | 0.12% | +4.2% | |
| LEG | Leggett & Platt, Inc | $339,000 | +5.3% | 10,400 | 0.0% | 0.11% | +3.9% | |
| BDX | Becton Dickinson & Co | $284,000 | +6.0% | 2,425 | 0.0% | 0.09% | +4.7% | |
| BMY | Bristol-Myers Squibb | $242,000 | -2.4% | 4,667 | 0.0% | 0.08% | -3.8% | |
| Weitz Value Fund | $236,000 | +3.1% | 5,108 | 0.0% | 0.07% | +1.4% | ||
| LNT | Alliant Energy Corp | $227,000 | +10.2% | 4,000 | 0.0% | 0.07% | +9.2% |
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.