INFORMATION REQUIRED OF INSTITUTIONAL INVESTMENT
MANAGERS PURSUANT TO SECTION 13(F) OF THE SECURITIES
EXCHANGE ACT OF 1934 AND RULES THEREUNDER
UNITED STATES
SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F
Report for the Calendar Quarter Ended: March 31, 1999
Check here if Amendment [ ]
Name of Institutional Investment Manager:
KPM Investment Management, Inc.
Business Address:
10250 Regency Circle, Suite 500, Omaha, NE 68114
Name, Phone No., and Title of Person Duly Authorized to Submit This Report.
Rodney D. Cerny (402) 392-7971 Executive Vice-President & CEO
The institutional investment manager submitting this Form and its
attachments and the person by whom it is signed represent hereby that all
information contained therein is true, correct and complete. It is understood
that all required items, statements and schedules are considered integral parts
of this Form and that the submission of any amendment represents that all
unamended items, statements and schedules remain true, correct and complete as
previously submitted.
Pursuant to the requirements of Securities Exchange Act of 1934, the
undersigned institutional investment manager has caused this report to be signed
in its behalf of the City of Omaha and State of Nebraska on the 27th day of
April, 1999.
KPM Investment Management, Inc.
----------------------------------
(Name of Institutional Investment Manager)
/S/ Rodney D. Cerny
-----------------------------------
(Manual Signature of Person Duly Authorized
to Submit this Report)
Name and 13F file numbers of ALL Institutional Investment Managers with respect
to which this schedule is filed (other than the one files this report):
13F File numbers will be assigned to Institutional Investment Managers after
they file their first report.
Name: 13F File No. Name: 13F File No.
1._______________ _______________ 7. __________________ __________
2._______________ _______________ 8. __________________ __________
3._______________ _______________ 9. __________________ __________
4._______________ _______________ 10.__________________ __________
5._______________ _______________ 11.__________________ __________
6._______________ _______________ 12.__________________ __________
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Title of Investment Discretion Voting Authority
Security Class CUSIP Market Value Quality Sole Share Other Managers Sole Share None
- -------------- ------- ----- ----------- ------- ----- ----- ----- --------- ---- ----- -----
COMMON STOCK
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
AT&T Corp COM 001957109 4,876,942.81 61,105 X 61,105
Abbott Laboratories COM 002824100 6,918,887.50 147,800 X 147,800
Air Express International COM 009104100 3,100,625.00 205,000 X 205,000
Alleghany Corp. COM 017175100 2,688,002.43 14,619 X 14,619
Allied-Signal Inc COM 019512102 5,729,114.06 116,475 X 116,475
Allstate Corp COM 020002101 13,148,110.49 354,755 X 354,755
Alltel Corp COM 020039103 344,310.00 5,520 X 5,520
American First
Mortgage Invst COM 023934102 59,590.81 13,061 X 13,061
American Power
Conversion Corp COM 029066107 351,000.00 13,000 X 13,000
American STS Water COM 842502106 344,350.00 14,200 X 14,200
Anheuser-Busch Cos COM 035229103 5,292,590.62 69,525 X 69,525
Arthur J Gallagher COM 363576109 10,193,646.00 221,601 X 221,601
Arts Way Manufacturing Inc COM 043168103 163,175.00 32,635 X 32,635
Atlantic Richfield Co. COM 048825103 15,767,212.50 215,620 X 215,620
Bandag, Inc. COM 059815100 2,954,087.50 103,880 X 103,880
Bandag, Inc. Class A COM 059815308 996,312.50 41,950 X 41,950
Banta COM 066821109 1,177,753.00 61,987 X 61,987
Berkshire Hathaway 'A' COM 084670108 16,207,800.00 227 X 227
Berkshire Hathaway 'B' COM 084670207 5,143,988.00 2,188 X 2,188
Bristol-Myers Squibb COM 110122108 333,450.00 5,200 X 5,200
Commerce Group, Inc COM 200641108 4,892,850.00 199,200 X 199,200
Conectiv COM 206829103 1,123,750.00 58,000 X 58,000
Consolidated Papers COM 209759109 583,975.00 24,850 X 24,850
Duff & Phelps Credit Rating COM 26432f109 408,525.00 7,800 X 7,800
Dun & Bradstreet COM 26483b106 12,597,890.62 353,625 X 353,625
Electronic Data Systems COM 285661104 12,457,914.06 255,875 X 255,875
Emerson Electric Co COM 291011104 8,811,446.87 166,450 X 166,450
Exxon Corporation COM 302290101 1,362,773.56 19,313 X 19,313
Page Total 138,030,073.35
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Title of Investment Discretion Voting Authority
Security Class CUSIP Market Value Quality Sole Share Other Managers Sole Share None
- -------------- ------- ----- ----------- ------- ----- ----- ----- --------- ---- ----- -----
FiberMark Inc. COM 315646109 3,895,762.50 329,800 X 329,800
First Data Corp COM 319963104 2,111,850.00 49,400 X 49,400
First Natl Neb Inc. COM 335720108 297,500.00 100 X 100
Franklin Covey Co COM 353469109 2,448,900.00 272,100 X 272,100
Freddie Mac COM 313400301 18,485,516.44 322,539 X 322,539
Gannett Company Inc COM 364730101 4,025,700.00 63,900 X 63,900
Gartner Group Class A COM 366651107 1,600,809.37 70,950 X 70,950
General Electric Co COM 369604103 549,695.62 4,969 X 4,969
Hanna (M.A.) Co COM 410522106 6,617,425.62 516,482 X 516,482
IKON Office Solutions COM 451713101 7,388,968.75 576,700 X 576,700
Intervoice Inc COM 461142101 1,049,400.00 95,400 X 95,400
J.P. Morgan & Company, Inc COM 616880100 461,175.75 3,738 X 3,738
Jackpot Enterprises COM 466392107 85,156.25 10,900 X 10,900
Johnson & Johnson COM 478160104 9,060,150.00 96,900 X 96,900
Kimberly-Clark Corp COM 494368103 12,529,664.06 261,375 X 261,375
Leggatt & Platt Inc COM 524660107 5,268,000.00 263,400 X 263,400
Liberty Media Class A COM 87924v507 251,589.81 4,784 X 4,784
MBIA Inc COM 55262C100 3,177,240.00 54,780 X 54,780
Mattel Inc COM 577081102 11,950,673.44 479,225 X 479,225
McDonald's Corp COM 580135101 15,492,343.75 341,900 X 341,900
Merrill Corp COM 590175105 1,568,887.50 117,300 X 117,300
MidAmerican Energy COM 59562v107 12,347,300.00 440,975 X 440,975
Holding Co
Montana Power Co COM 612085100 3,214,681.25 43,700 X 43,700
Motorcar Parts & Acces COM 620071100 3,048,593.75 272,500 X 272,500
Navidec Inc. COM 63934q101 143,000.00 13,000 X 13,000
Nike, Inc COM 654106103 16,192,881.25 280,700 X 280,700
Noble Drilling Corp COM 655042109 2,104,112.50 121,100 X 121,100
Pentair Inc COM 709631105 11,742,941.25 347,939 X 347,939
Pepsico Inc COM 713448108 4,367,838.75 111,460 X 111,460
Philip Morris Cos COM 718154107 7,994,600.00 227,200 X 227,200
Potash Corp COM 737551107 9,585,595.00 179,170 X 179,170
Page Total 179,057,952.62
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Title of Investment Discretion Voting Authority
Security Class CUSIP Market Value Quality Sole Share Other Managers Sole Share None
- -------------- ------- ----- ----------- ------- ----- ----- ----- --------- ---- ----- -----
Prima Energy Corp COM 741901201 5,682,686.25 398,785 X 398,785
SBC Communications COM 78387g103 333,143.75 7,060 X 7,060
SITEL Corp COM 82980k107 4,213,487.50 1,774,100 X 1,774,100
SLM Holding Corp COM 78442a109 16,275,193.75 389,825 X 389,825
Sara Lee Corp COM 803111103 9,951,975.00 402,100 X 402,100
Snap-On Inc COM 833034101 6,900,550.00 237,950 X 237,950
Supertel Hospitality, Inc COM 868524109 1,449,825.00 148,700 X 148,700
Texas Utilities Co COM 882848104 2,526,300.00 60,150 X 60,150
Transcrypt Intl, Inc. COM 89363a101 1,193,200.00 502,400 X 502,400
Trinity Industries COM 896522109 5,565,975.00 189,480 X 189,480
Tupperware Corp COM 899896104 7,458,030.00 414,335 X 414,335
Union Pacific COM 907818108 13,659,960.94 255,625 X 255,625
Union Pacific Resources COM 907834105 2,716,786.25 228,782 X 228,782
Unisource Worldwide COM 909208100 4,855,331.25 681,450 X 681,450
Viad Corp COM 92552r109 2,614,375.00 94,000 X 94,000
Wells Fargo Corp COM 949746101 473,343.75 13,500 X 13,500
Werner Enterprises COM 950755108 2,274,693.75 144,425 X 144,425
Woodhead Inds. Com COM 979438108 194,234.37 20,050 X 20,050
Worthington Ind. COM 981811102 6,659,900.00 566,800 X 566,800
Page Total 94,998,991.56
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GRAND TOTAL 412,087,017.54
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