13F-HR 1 s22-13253_13fhr.txt 13F-HR UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 13F Form 13F COVER PAGE Report for the Calendar Year or Quarter Ended: 3/31/2013 Check here if Amendment [ ] Amendment Number: ____ This Amendment (Check only one.): [ ] is a restatement. [ ] adds new holdings entries. Institutional Investment Manager Filing this Report: Name: Kimelman & Baird, LLC Address: 100 Park Avenue Suite 2120 New York, NY 10017 Form 13F File Number: The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form. Person Signing this Report on Behalf of Reporting Manager: Name: Pat Kimelman ----------------------------- Title: Office Manager ----------------------------- Phone: 212-686-0021 ----------------------------- Signature, Place, and Date of Signing: /s/ Pat Kimelman New York, NY 5/7/2013 ------------------ ------------- ---------- [Signature] [City, State] [Date] Report Type (Check only one.): [ X ] 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.) [ ] 13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).) [ ] 13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).) List of Other Managers Reporting for this Manager: Report Summary: Number of Other Included Managers: 0 Form 13F Information Table Entry Total: 102 Form 13F Information Table Value Total: $470,160 --------- (thousands) List of Other Included Managers: Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
Column 1 Column 2 Column 3 Column 4 Column 5 Column 6 Column 7 Column 8 -------- --------- -------- -------- -------- ---------- -------- Value SHRS OR SH/ Investment Other Voting Authority Name of Issuer Title of Class CUSIP (x1000) PRN AMT PRN Discretion Managers Sole Shared None -------------- -------------- --------- ------- ------- --- --------- -------- ---- ------ ---- 3M Co COM 88579y101 2105 19800 SH Sole 19800 Abbott Laboratories COM 002824100 774 21900 SH Sole 21900 Abbvie Inc COM 00287y109 1158 28400 SH Sole 28400 Advanced Resources Group Inc COM 00766u107 0 15000 SH Sole 15000 American Express Co COM 025816109 501 7425 SH Sole 7425 Amgen Inc COM 031162100 308 3000 SH Sole 3000 Anadarko Petroleum Corp COM 032511107 1054 12058 SH Sole 12058 Apple Inc COM 037833100 1202 2715 SH Sole 2715 AT&T Inc COM 00206r102 2863 78036 SH Sole 78036 Avantair Inc COM 05350t101 8 50000 SH Sole 50000 Bank of America Corporation COM 060505104 6601 541950 SH Sole 541950 Berkshire Hathaway Inc Cl B COM 084670702 344 3300 SH Sole 3300 BGC Partners Inc Cl A COM 05541t101 1931 464298 SH Sole 464298 Black Diamond Inc COM 09202g101 351 38481 SH Sole 38481 Bristol Myers Squibb Co COM 110122108 2356 57192 SH Sole 57192 Camden Natl Corp COM 133034108 819 24755 SH Sole 24755 Canadian Pacific Railway Ltd COM 13645t100 2635 20200 SH Sole 20200 Cantel Medical Corp COM 138098108 10212 339714 SH Sole 339714 Caterpillar Inc COM 149123101 228 2627 SH Sole 2627 Cenovus Energy Inc COM 15135u109 220 7100 SH Sole 7100 Chevron Corp COM 166764100 9580 80630 SH Sole 80630 Cisco Systems Inc COM 17275r102 2523 120725 SH Sole 120725 Colgate Palmolive Co COM 194162103 1369 11600 SH Sole 11600 ConocoPhillips COM 20825c104 572 9516 SH Sole 9516 Copart Inc COM 217204106 24771 722812 SH Sole 722812 Costco Wholesale Corp COM 22160k105 205 1935 SH Sole 1935 Deere & Co COM 244199105 1599 18600 SH Sole 18600 Disney Walt Co Disney COM 254687106 4375 77032 SH Sole 77032 Dominion Resources Inc VA COM 25746u109 303 5200 SH Sole 5200 Dover Corp COM 260003108 9110 125005 SH Sole 125005 Dow Chemical Co COM 260543103 2421 76035 SH Sole 76035 Du Pont E I de Nemours & Co COM 263534109 4712 95842 SH Sole 95842 Duke Energy Corp COM 26441c204 363 4996 SH Sole 4996 Emerson Electric Co COM 291011104 7289 130468 SH Sole 130468 Essex Rent Corp COM 297187106 5505 1231555 SH Sole 1231555 Express Scripts Holding Co COM 30219g108 651 11290 SH Sole 11290 Exxon Mobil Corp COM 30231g102 34385 381589 SH Sole 381589 Facebook Inc Cl A COM 30303m102 4705 183950 SH Sole 183950 Freeport-McMoran Copper & Gold COM 35671d857 232 7000 SH Sole 7000 General Electric Co COM 369604103 22184 959537 SH Sole 959537 Genomic Health Inc COM 37244c101 783 27700 SH Sole 27700 Google Inc Cl A COM 38259p508 10231 12882 SH Sole 12882 Heinz H J Co COM 423074103 3415 47248 SH Sole 47248 Home Depot Inc COM 437076102 10247 146850 SH Sole 146850 Honeywell Intl Inc COM 438516106 2675 35500 SH Sole 35500 International Business Machine COM 459200101 306 1434 SH Sole 1434 International Paper Co COM 460146103 1383 29700 SH Sole 29700 iRobot Corp COM 462726100 1791 69803 SH Sole 69803 Johnson & Johnson COM 478160104 1708 20952 SH Sole 20952 JPMorgan Chase & Co COM 46625h100 15346 323336 SH Sole 323336 Keryx Biopharmaceuticals Inc COM 492515101 70 10000 SH Sole 10000 Kimberly Clark Corp COM 494368103 1617 16500 SH Sole 16500 Kinder Morgan Inc COM 49456b101 6413 165800 SH Sole 165800 M & T Bank Corp COM 55261f104 2984 28924 SH Sole 28924 McDonalds Corp COM 580135101 8753 87800 SH Sole 87800 Mead Johnson Nutrition Co Cl A COM 582839106 1095 14141 SH Sole 14141 Merck & Co Inc COM 58933y105 7840 177385 SH Sole 177385 Minerals Technologies Inc COM 603158106 1494 36000 SH Sole 36000 Molex Inc COM 608554101 2858 97600 SH Sole 97600 Nextera Energy Inc COM 65339f101 1624 20900 SH Sole 20900 Norfolk Southern Corp COM 655844108 4482 58148 SH Sole 58148 Nucor Corp COM 670346105 23349 505930 SH Sole 505930 Occidental Petroleum Corp COM 674599105 7061 90100 SH Sole 90100 Oracle Corp COM 68389x105 5602 173285 SH Sole 173285 PepsiCo Inc COM 713448108 2801 35407 SH Sole 35407 Pfizer Inc COM 717081103 320 11100 SH Sole 11100 Phillips 66 COM 718546104 338 4833 SH Sole 4833 Praxair Inc COM 74005p104 290 2600 SH Sole 2600 Presstek Inc COM 741113104 70 151800 SH Sole 151800 Procter & Gamble Co COM 742718109 7369 95626 SH Sole 95626 QEP Resources Inc COM 74733v100 4830 151700 SH Sole 151700 Qualcomm Inc COM 747525103 10624 158710 SH Sole 158710 Questar Corp COM 748356102 7023 288650 SH Sole 288650 Rand Logistics Inc COM 752182105 6474 1056916 SH Sole 1056916 Schlumberger Ltd COM 806857108 9376 125200 SH Sole 125200 Scotts Miracle-Gro Co Cl A COM 810186106 216 5000 SH Sole 5000 Sirius XM Radio Inc COM 82967n108 46 15000 SH Sole 15000 Southern Co COM 842587107 211 4500 SH Sole 4500 Southwestern Energy Co COM 845467109 11087 297556 SH Sole 297556 St Joe Co COM 790148100 1809 85122 SH Sole 85122 Teleflex Inc COM 879369106 16730 197960 SH Sole 197960 Tesco Corp COM 88157k101 4456 332750 SH Sole 332750 The ADT Corporation COM 00101j106 8098 165464 SH Sole 165464 Time Warner Cable Inc COM 88732j207 960 9995.42 SH Sole 9995.42 Time Warner Inc COM 887317303 2219 38513.67 SH Sole 38513.67 Timken Co COM 887389104 4939 87300 SH Sole 87300 Toll Brothers Inc COM 889478103 7558 220750 SH Sole 220750 UGI Corp COM 902681105 230 6000 SH Sole 6000 Union Pacific Corp COM 907818108 10882 76410 SH Sole 76410 United Parcel Service Inc Cl B COM 911312106 649 7550 SH Sole 7550 Verizon Communications Inc COM 92343v104 331 6738 SH Sole 6738 Wal Mart Stores Inc COM 931142103 498 6650 SH Sole 6650 Waste Management Inc COM 94106l109 13793 351775 SH Sole 351775 Novartis AG Sp ADR ADR 66987v109 1265 17750 SH Sole 17750 Royal Dutch Shell PLC Sp ADR A ADR 780259206 12564 192818 SH Sole 192818 AllianceBernstein Holding LP UNIT LTD PARTN 01881g106 263 12000 SH Sole 12000 Kinder Morgan Energy Partners UNIT LTD PARTN 494550106 584 6500 SH Sole 6500 BioMed Realty Trust Inc COM 09063h107 3699 171250 SH Sole 171250 Digital Realty Trust Inc COM 253868103 9734 145475 SH Sole 145475 iStar Financial Inc COM 45031u101 1106 101580 SH Sole 101580 Kimco Realty Corp COM 49446r109 10199 455300 SH Sole 455300 Weingarten Realty Investors SH BEN INT 948741103 868 27524 SH Sole 27524 TOTAL 470160