$267 Million is the total value of LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's 59 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TPL | New | Texas Pacific Land Corp | $30,716,000 | – | 42,250 | +100.0% | 11.52% | – |
| MSFT | Buy | Microsoft Corp | $9,552,000 | +5.8% | 42,946 | +0.1% | 3.58% | -11.1% |
| VTRS | New | Viatris Inc | $9,245,000 | – | 493,314 | +100.0% | 3.47% | – |
| WY | Buy | Weyerhaeuser Co | $5,965,000 | +21.7% | 177,915 | +3.5% | 2.24% | +2.3% |
| T | Buy | AT&T Inc | $1,691,000 | +92.4% | 58,789 | +90.8% | 0.63% | +61.7% |
| PG | Buy | Procter & Gamble Co | $1,278,000 | +0.1% | 9,188 | +0.0% | 0.48% | -16.0% |
| SPY | Buy | SPDR S&P 500prd | $961,000 | +32.2% | 2,570 | +18.4% | 0.36% | +11.1% |
| NEE | Buy | Nextera Energy Inc | $370,000 | +11.1% | 4,800 | +300.0% | 0.14% | -6.7% |
| WFC | New | Wells Fargo Co | $215,000 | – | 7,110 | +100.0% | 0.08% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-13
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.