$255 Million is the total value of LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's 62 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BUD | Buy | Anheuser-Busch InBev | $8,513,000 | +1.8% | 129,358 | +35.5% | 3.34% | +23.2% |
| OEC | Buy | Orion Engineered Carbon | $8,053,000 | -19.4% | 318,550 | +2.4% | 3.16% | -2.5% |
| LECO | Buy | Lincoln Electric Holdings Inc | $6,840,000 | -15.1% | 86,745 | +0.6% | 2.68% | +2.7% |
| LUMN | Buy | Centurylink Inc | $6,748,000 | -28.5% | 445,433 | +0.0% | 2.65% | -13.5% |
| CVX | Buy | Chevron Corp | $5,122,000 | -3.0% | 47,081 | +9.0% | 2.01% | +17.3% |
| CWGL | Buy | Crimson Wine Group Ltd | $3,135,000 | -12.2% | 400,685 | +0.4% | 1.23% | +6.2% |
| SPY | Buy | SPDR S&P 500 | $500,000 | +7.5% | 2,000 | +25.0% | 0.20% | +29.8% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-01-15
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.