Lawson Kroeker Investment Management

Latest statistics and disclosures from Lawson Kroeker Investment Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are TPL, BRK.B, AJG, MSFT, CPRT, and represent 22.02% of Lawson Kroeker Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: HCA (+$8.3M), ENOV (+$7.0M), Valmont Industries, BRK.B, VCSH, CPRT, TMO, AZO, BOC, HSY.
  • Started 2 new stock positions in VCSH, ENOV.
  • Reduced shares in these 10 stocks: , TFX, BABA, BRK.A, TPL, BN, PFE, AJG, CSTM, CNI.
  • Sold out of its positions in BABA, DVA.
  • Lawson Kroeker Investment Management was a net buyer of stock by $2.2M.
  • Lawson Kroeker Investment Management has $487M in assets under management (AUM), dropping by 7.39%.
  • Central Index Key (CIK): 0001013701

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Portfolio Holdings for Lawson Kroeker Investment Management

Lawson Kroeker Investment Management holds 86 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Pacific Land Corp (TPL) 6.1 $30M 19k 1572.45
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Berkshire Hathaway (BRK.B) 5.6 $27M +3% 77k 356.66
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Arthur J. Gallagher & Co. (AJG) 3.6 $17M 77k 224.88
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Microsoft Corporation (MSFT) 3.5 $17M 46k 376.04
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Copart (CPRT) 3.2 $16M 321k 49.00
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AutoZone (AZO) 3.2 $15M 5.9k 2585.61
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Lincoln Electric Holdings (LECO) 3.0 $15M 67k 217.46
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Phillips 66 (PSX) 3.0 $15M 110k 133.14
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Hca Holdings (HCA) 2.9 $14M +140% 53k 270.68
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Alphabet Inc Class C cs (GOOG) 2.9 $14M 100k 140.93
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AFLAC Incorporated (AFL) 2.8 $14M 165k 82.50
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Charles River Laboratories (CRL) 2.7 $13M 55k 236.40
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Anthem (ELV) 2.6 $13M 27k 471.56
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Berkshire Hathaway (BRK.A) 2.6 $13M -8% 23.00 542625.04
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Fifth Third Ban (FITB) 2.5 $12M 350k 34.49
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Brookfield Corp Cl A Ltd Vt Sh (BN) 2.2 $11M -2% 263k 40.12
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Walt Disney Company (DIS) 1.9 $9.4M 105k 90.29
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Hershey Company (HSY) 1.9 $9.2M 50k 186.44
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Thermo Fisher Scientific (TMO) 1.8 $8.9M 17k 530.79
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Johnson & Johnson (JNJ) 1.7 $8.4M 54k 156.74
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Canadian Pacific Kansas City (CP) 1.6 $8.0M 101k 79.06
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Civitas Resources (CIVI) 1.5 $7.4M 108k 68.38
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Boston Omaha (BOC) 1.5 $7.3M 467k 15.73
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Gildan Activewear Inc Com Cad (GIL) 1.5 $7.2M 217k 33.06
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MSC Industrial Direct (MSM) 1.4 $7.0M 70k 101.26
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Vulcan Materials Company (VMC) 1.4 $7.0M 31k 227.01
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Colfax Corp (ENOV) 1.4 $7.0M NEW 125k 56.02
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Chevron Corporation (CVX) 1.4 $6.9M 46k 149.16
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Pfizer (PFE) 1.4 $6.6M -4% 231k 28.79
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Coca-Cola Company (KO) 1.3 $6.4M 109k 58.93
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Accenture (ACN) 1.3 $6.4M 18k 350.91
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LKQ Corporation (LKQ) 1.3 $6.3M 132k 47.79
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Dino Polska SA (DNOPY) 1.2 $6.1M 104k 58.19
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Cullen/Frost Bankers (CFR) 1.2 $6.0M 55k 108.49
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First Nat'l Of Nebraska (FINN) 1.2 $5.9M 463.00 12800.00
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MarineMax (HZO) 1.2 $5.7M 145k 38.90
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Dreamfinders Homes (DFH) 1.1 $5.5M 156k 35.53
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Waters Corporation (WAT) 1.0 $5.1M 15k 329.23
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Brookfield Asset Management (BAM) 1.0 $5.0M -2% 123k 40.17
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Alphabet Inc Class A cs (GOOGL) 1.0 $4.9M 35k 139.69
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Ross Stores (ROST) 0.9 $4.5M 33k 138.39
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Canadian Natl Ry (CNI) 0.9 $4.3M -3% 34k 125.63
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Valmont Industries 0.8 $3.9M +71% 17k 233.51
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Wells Fargo & Company (WFC) 0.8 $3.7M 76k 49.22
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Keysight Technologies (KEYS) 0.7 $3.6M 23k 159.09
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Apple (AAPL) 0.7 $3.4M 18k 192.53
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McDonald's Corporation (MCD) 0.6 $3.1M 11k 296.51
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TJX Companies (TJX) 0.6 $3.0M +2% 32k 93.81
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Pepsi (PEP) 0.5 $2.5M 15k 169.84
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Liberty Media Corp Del Com Ser 0.5 $2.3M 40k 57.98
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Spdr S&p 500 Etf (SPY) 0.5 $2.3M -3% 4.8k 475.31
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UnitedHealth (UNH) 0.4 $2.2M 4.1k 526.47
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Diageo (DEO) 0.4 $2.1M 14k 145.66
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U.S. Bancorp (USB) 0.4 $2.0M 47k 43.28
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Crimson Wine (CWGL) 0.4 $2.0M 338k 5.90
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Boeing Company (BA) 0.4 $1.9M +2% 7.1k 260.66
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Constellium Se cl a (CSTM) 0.4 $1.7M -7% 87k 19.96
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Markel Corporation (MKL) 0.3 $1.7M 1.2k 1419.90
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Esab Corporation (ESAB) 0.3 $1.2M 14k 86.62
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Mistras (MG) 0.2 $1.2M 165k 7.32
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Procter & Gamble Company (PG) 0.2 $1.1M 7.8k 146.54
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American Express Company (AXP) 0.2 $1.0M +2% 5.4k 187.34
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Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.2 $997k 8.6k 115.86
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Abbvie (ABBV) 0.2 $910k 5.9k 154.97
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CarMax (KMX) 0.2 $892k 12k 76.74
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Bank of America Corporation (BAC) 0.2 $873k 26k 33.67
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Weyerhaeuser Company (WY) 0.2 $835k +4% 24k 34.77
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CVS Caremark Corporation (CVS) 0.2 $831k 11k 78.96
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Costamare Inc. 8.50 Preferred PRD (CMRE.PC) 0.2 $827k +4% 33k 25.38
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Moody's Corporation (MCO) 0.2 $809k 2.1k 390.56
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Amgen (AMGN) 0.2 $776k 2.7k 288.02
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Teleflex Incorporated (TFX) 0.1 $711k -84% 2.9k 249.34
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Abbott Laboratories (ABT) 0.1 $705k 6.4k 110.07
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Vanguard Short Term Corporate Bond ETF (VCSH) 0.1 $620k NEW 8.0k 77.37
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Amdocs Ltd ord (DOX) 0.1 $561k 6.4k 87.89
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Colgate-Palmolive Company (CL) 0.1 $454k 5.7k 79.71
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Dominion Resources (D) 0.1 $404k 8.6k 47.00
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Brown-Forman Corporation (BF.A) 0.1 $376k 6.6k 57.10
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Wal-Mart Stores (WMT) 0.1 $342k 2.2k 157.65
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Shell Adr Each Rep 2 Ord Wi (SHEL) 0.1 $327k 5.0k 65.80
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Automatic Data Processing (ADP) 0.1 $301k 1.3k 232.97
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Nextera Energy (NEE) 0.1 $261k 4.3k 60.74
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Novartis (NVS) 0.0 $242k 2.4k 100.97
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Home Depot (HD) 0.0 $239k 689.00 346.55
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At&t (T) 0.0 $232k 14k 16.78
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Kimberly-Clark Corporation (KMB) 0.0 $229k 1.9k 121.51
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Past Filings by Lawson Kroeker Investment Management

SEC 13F filings are viewable for Lawson Kroeker Investment Management going back to 2011

View all past filings