Lawson Kroeker Investment Management filed its latest 13F form on October 3, 2014. The firm has 73 different positions in its 13F portfolio which worth $282 million at the end of third quarter of 2014. The firms largest positions in this filing are The Walt Disney Company (NYSE:DIS), Texas Pacific Land Trust (NYSE:TPL), and Chicago Bridge & Iron Company N.V. (NYSE:CBI).
The Walt Disney Company (NYSE:DIS) is a leading entertainment company operating worldwide. Lawson Kroeker Investment Management had $13.8 million invested in the company at the end of third quarter. The Walt Disney Company (NYSE:DIS) has market cap of $149 billion, P/E ratio of 21.2 and dividend yield of 0.97%. The board of the company recently extended contract of Robert Iger as chairman and CEO until June 2018. The company is currently dealing with the court case which has been opened by Isabella Tanikumi who is claiming most of the ideas of the company’s recent animation film namely “Frozen” has been copied from her book “Yearnings of the Heart”. Isabella Tanikumi is requesting compensation of $250 million. Recently Amazon.com, Inc. (AMZN) has removed the option to pre-order The Walt Disney Company (DIS)’s DVDs. Eric W. Mandelblatt’s Soroban Capital Partners and Ken Fisher’s Fisher Asset Management had the largest positions in The Walt Disney Company (NYSE:DIS). (You can see complete list of hedge funds with positions in the company).
Texas Pacific Land Trust (NYSE:TPL) sells and leases its lands. The company has a market cap of $1.56 billion, P/E ratio of 46.4 and dividend yield of 0.14%. Texas Pacific Land Trust (NYSE:TPL) reported total revenue of $15.6 million and net income of $9.9 million for the second quarter of 2014. This represents an increase of 62% in comparison with the same period in previous year.
Chicago Bridge & Iron Company N.V. (NYSE:CBI) is one of the leading general contractors providing energy infrastructure services worldwide. Chicago Bridge & Iron Company N.V. (NYSE:CBI) has a market cap of $5.9 billion, P/E ratio of 10.9 and dividend yield of 0.51%. Recently, the company has been awarded a contract of $200 million for PETRONAS in Malaysia.
President of Chicago Bridge & Iron Company N.V. (NYSE:CBI)’s Technology operating group, Daniel McCarthy, stated that,
“Our clients appreciate the high selectivity and reliability of our new generation SRT cracking heater technology,…, The SRT heaters are used to produce more than 40 percent of the world’s annual ethylene capacity.”