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: June 30, 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 10th day of
August, 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.__________________ __________
<PAGE>
<TABLE>
<CAPTION>
Voting Authority
Value Shares/Sh/Put/ Invstmt Other -----------------
Name of Issuer Title of class CUSIP (x$16OO) Prn AmtPrn Call Dscretn Managers Sole Shared None
--------------- -------------- -------- ------ ------ --- --- ------- -------- ---- ------ ----
<S> <C> <C> <C> <C> <C> <C> <C> <C> <C> <C>
AT&TCorp COM 001957109 11728 210137 SH Sole 210137
Abbott Laboratories COM 002824100 8510 187550 SH Sole 187550
Air Express International COM 009104100 3578 141000 SH Sole 141000
Allied-Signal Inc COM 019512102 9184 145775 SH Sole 145775
Allstate Corp COM 020002101 11031 307478 SH Sole 307478
Alltel Corp COM 020039103 395 5520 SH Sole 5520
American First Mortgage Inv COM 023934102 64 13061 SH Sole 13061
American STS Water COM 842502106 383 13500 SH Sole 13500
Anheuser-Busch Cos COM 035229103 6496 91575 SH Sole 91575
Arthur J Gallagher COM 363576109 9259 187051 SH Sole 187051
Arts Way Manufacturing Inc COM 043168103 112 24862 SH Sole 24862
Atlantic Richfield Co COM 048825103 15649 187270 SH Sole 181270
Bank of America COM 06605f102 201 2744 SH Sole 2744
Berkshire Hathaway 'A' COM 084670108 12953 188 SH Sole 188
Berkshire Hathaway 'B' COM 084670207 4657 2079 SH Sole 2079
Bristol-Myers Squibb COM 110122108 366 5200 SH Sole 5200
Commerce Group Inc COM 200641108 307 12600 SH Sole 12600
Duff& Phelps Credit Rating COM 26432fl09 515 7700 SH Sole 7700
Dun & Bradstreet COM 26483b106 12048 339975 SH Sole 339975
Electronic Data Systems COM 285663104 12569 221975 SH Sole 221975
Emerson Electric Co COM 291011104 10275 163250 SH Sole 163250
Exxon Corporation COM 302290101 1385 17963 SH Sole 17963
FiberMark Inc COM 315646109 3104 235350 SH Sole 235350
First Data Corp COM 319963104 5809 118700 SH Sole 118700
First Natl Neb Inc COM 335720108 295 100 SH Sole 100
Freddie Mac COM 313400301 16956 292349 SH Sole 292349
Gannett Company Inc COM 364730101 3440 48200 SH Sole 48200
Gartner Group Cl A COM 366651107 5270 257050 SH Sole 257050
General Electric Co COM 369604103 545 4819 SH Sole 4819
Hanna (M.A.) Co COM 410522106 2246 136660 SH Sole 136660
IKON Office Solutions COM 451713101 7949 529950 SH Sole 529950
Intervoice Inc COM 461142101 1334 92400 SH Sole 92400
J.P. Morgan & Company, Inc COM 616880100 469 3338 SH Sole 3338
Johnson & Johnson COM 478160104 10300 105100 SH Sole 105100
Kimberly-Clark Corp COM 494368103 12559 220325 SH Sole 220325
Leggeff & Platt Inc COM 524660107 4545 163400 SH Sole 163400
Liberty Media Class A COM 87924v507 352 9568 SH Sole 9568
MBIA Inc COM 55262C100 2760 42630 SH Sole 42630
Mattel Inc. COM 577081102 11837 453075 SH Sole 453075
McDonald's Corp COM 580135101 6296 153100 SH Sole 153100
Merrill Corp COM 590175105 1450 100000 SH Sole 100000
MidAmerican Energy Holdings COM 59562v107 13065 377325 SH Sole 377325
Montana Power Co COM 612085100 3067 43500 SH Sole 43500
1
<PAGE>
Voting Authority
Value Shares/Sh/Put/ Invstmt Other -----------------
Name of Issuer Title of class CUSIP (x$16OO) Prn AmtPrn Call Dscretn Managers Sole Shared None
--------------- -------------- -------- ------ ------ --- --- ------- -------- ---- ------ ----
Motorcar Parts & Acces COM 620071100 1156 215100 SH Sole 215100
Navidec Inc. COM 63934q101 118 13000 SH Sole 13000
Nike, Inc COM 654106103 14747 232700 SH Sole 232700
Noble Drilling Corp COM 655042109 2384 121100 SH Sole 121100
Pentair Inc COM 709631105 13602 297314 SH Sole 297314
Pepsico Inc COM 713448108 7239 187110 SH Sole 187110
Philip Morris Cos COM 718154107 6326 157400 SH Sole 157400
Potash Corp. COM 737551107 8270 159800 SH Sole 159800
Prima Energy Corp COM 741901201 6767 299085 SH Sole 299085
SBC Communications COM 78387g103 409 7060 SH Sole 7060
SITEL Corp COM 82980k107 4384 1492500 SH Sole 1492500
SLM Holding Corp COM 78442a109 15639 341375 SH Sole 341375
Sara Lee Corp COM 803111103 8971 395400 SH Sole 395400
Snap-On Inc. COM 833034101 10125 279800 SH Sole 279800
Supertel Hospitality, Inc COM 868524109 394 32000 SH Sole 32000
Texas Utilities Co COM 882848104 2486 60000 SH Sole 60000
Transaction Systems Archit. COM 893416107 5758 147650 SH Sole 147650
Transcrypt Intl, Inc. COM 89363a101 551 400700 SH Sole 400700
Trinity Industries COM 896522109 1316 39280 SH Sole 39280
Tupperware Corp COM 899896104 9556 374735 SH Sole 374735
US West Inc COM 91273h101 1878 31974 SH Sole 31974
Union Pacific COM 907818108 9422 161575 SH Sole 161575
Union Pacific Resources COM 907834105 2439 149532 SH Sole 149532
Unisource Worldwide COM 909208100 1445 119800 SH Sole 119800
Viad Corp COM 92552r109 2777 89750 SH Sole 89750
Wells Fargo Corp COM 949746101 577 13500 SH Sole 13500
Werner Enterprises COM 950755108 2356 113550 SH Sole 113550
Woodhead Inds Com COM 979438108 215 17550 SH Sole 17550
Worthington Ind. COM 981811102 9011 548200 SH Sole 548200
REPORT SUMMARY 72 DATA RECORDS 395630 0 OTHER MANAGERS ON WHOSE BEHALF REPORT
2
</TABLE>
