$298 Million is the total value of LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's 78 reported holdings in Q3 2015. The portfolio turnover from Q2 2015 to Q3 2015 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | Berkshire Hathaway Inc Cl A | $6,443,000 | -4.7% | 33 | 0.0% | 2.16% | +7.7% | |
| PEP | Pepsico Inc | $2,110,000 | +1.1% | 22,375 | 0.0% | 0.71% | +14.4% | |
| D | Dominion Res Inc Va | $1,686,000 | +5.2% | 23,954 | 0.0% | 0.56% | +18.9% | |
| SPY | SPDR S&P 500 | $810,000 | -6.9% | 4,225 | 0.0% | 0.27% | +5.4% | |
| MRK | Merck & Co Inc | $603,000 | -13.2% | 12,215 | 0.0% | 0.20% | -1.9% | |
| YUM | Yum! Brands Inc | $560,000 | -11.3% | 7,000 | 0.0% | 0.19% | +0.5% | |
| CL | Colgate Palmolive Co | $498,000 | -2.9% | 7,850 | 0.0% | 0.17% | +9.9% | |
| BDX | Becton Dickinson & Co | $332,000 | -6.2% | 2,500 | 0.0% | 0.11% | +5.7% | |
| FINN | First National Nebraska Inc | $270,000 | +0.7% | 42 | 0.0% | 0.09% | +13.8% | |
| PSX | Phillips 66 | $246,000 | -4.7% | 3,207 | 0.0% | 0.08% | +7.8% | |
| PCG | Pacific Gas & Electric Co | $222,000 | +7.8% | 4,200 | 0.0% | 0.07% | +21.3% | |
| GHC | Graham Holdings Co | $202,000 | -46.3% | 350 | 0.0% | 0.07% | -39.3% | |
| LEE | Lee Enterprises | $27,000 | -37.2% | 12,800 | 0.0% | 0.01% | -30.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-10-08
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.