$322 Million is the total value of LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's 61 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKA | Berkshire Hathaway Inc Cl A | $6,309,000 | +9.6% | 14 | 0.0% | 1.96% | +2.6% | |
| CSTM | Constellium SE | $2,084,000 | -4.6% | 116,370 | 0.0% | 0.65% | -10.8% | |
| SPY | SPDR S&P 500s&p | $995,000 | +10.7% | 2,095 | 0.0% | 0.31% | +3.7% | |
| MDT | Medtronic PLC | $670,000 | -17.5% | 6,480 | 0.0% | 0.21% | -22.7% | |
| AAPL | Apple Inc | $586,000 | +25.5% | 3,300 | 0.0% | 0.18% | +17.4% | |
| FINN | First National of Nebraska Inc | $525,000 | +1.4% | 37 | 0.0% | 0.16% | -5.2% | |
| MRK | Merck & Co Inc | $498,000 | +2.0% | 6,500 | 0.0% | 0.16% | -4.3% | |
| EIX | Edison International | $341,000 | +23.1% | 5,000 | 0.0% | 0.11% | +15.2% | |
| CAG | Conagra Foods Inc | $290,000 | +0.7% | 8,500 | 0.0% | 0.09% | -6.2% | |
| BAX | Baxter International Inc | $258,000 | +7.1% | 3,000 | 0.0% | 0.08% | 0.0% | |
| LNT | Alliant Energy Corp | $246,000 | +9.8% | 4,000 | 0.0% | 0.08% | +2.7% | |
| LEG | Leggett & Platt, Inc | $239,000 | -8.1% | 5,800 | 0.0% | 0.07% | -14.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-01-10
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.