Lawson Kroeker Investment Management as of Dec. 31, 2022
Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 52 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 15.2 | $45M | 19k | 2344.23 | |
| Arthur J. Gallagher & Co. (AJG) | 5.2 | $15M | 82k | 188.54 | |
| Berkshire Hathaway (BRK.B) | 4.7 | $14M | 45k | 308.90 | |
| Pfizer (PFE) | 4.2 | $13M | 246k | 51.24 | |
| AFLAC Incorporated (AFL) | 4.1 | $12M | 169k | 71.94 | |
| Hershey Company (HSY) | 4.0 | $12M | 51k | 231.57 | |
| Phillips 66 (PSX) | 3.8 | $11M | 108k | 104.08 | |
| Lincoln Electric Holdings (LECO) | 3.4 | $10M | 70k | 144.49 | |
| Microsoft Corporation (MSFT) | 3.3 | $9.9M | 41k | 239.82 | |
| Johnson & Johnson (JNJ) | 3.3 | $9.7M | 55k | 176.65 | |
| Walt Disney Company (DIS) | 3.2 | $9.5M | 109k | 86.88 | |
| Thermo Fisher Scientific (TMO) | 3.2 | $9.5M | 17k | 550.69 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 3.1 | $9.1M | 289k | 31.46 | |
| Canadian Pacific Railway | 2.7 | $7.9M | 106k | 74.59 | |
| Cullen/Frost Bankers (CFR) | 2.4 | $7.1M | 53k | 133.70 | |
| Aerojet Rocketdy | 2.3 | $6.9M | 123k | 55.93 | |
| LKQ Corporation (LKQ) | 2.2 | $6.6M | 124k | 53.41 | |
| Berkshire Hathaway (BRK.A) | 2.2 | $6.6M | 14.00 | 468710.93 | |
| DaVita (DVA) | 2.1 | $6.1M | 81k | 74.67 | |
| Gildan Activewear Inc Com Cad (GIL) | 2.0 | $6.0M | 218k | 27.40 | |
| Chevron Corporation (CVX) | 2.0 | $5.9M | 33k | 179.49 | |
| Vulcan Materials Company (VMC) | 1.9 | $5.7M | 33k | 175.11 | |
| Boeing Company (BA) | 1.9 | $5.7M | 30k | 190.49 | |
| Weyerhaeuser Company (WY) | 1.7 | $5.2M | 167k | 31.00 | |
| Gilead Sciences (GILD) | 1.7 | $4.9M | 57k | 85.85 | |
| MarineMax (HZO) | 1.6 | $4.8M | 154k | 31.22 | |
| Canadian Natl Ry (CNI) | 1.4 | $4.2M | 35k | 118.88 | |
| Keysight Technologies (KEYS) | 1.3 | $3.8M | 22k | 171.07 | |
| Orion Engineered Carbons (OEC) | 1.1 | $3.4M | 188k | 17.81 | |
| McDonald's Corporation (MCD) | 1.1 | $3.3M | 13k | 263.53 | |
| Alibaba Group Holding (BABA) | 1.0 | $3.1M | 35k | 88.09 | |
| Brookfield Asset Management (BAM) | 0.8 | $2.4M | 83k | 28.67 | |
| Crimson Wine (CWGL) | 0.7 | $2.0M | 357k | 5.61 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.5 | $1.6M | 14k | 115.80 | |
| Warner Bros. Discovery (WBD) | 0.4 | $1.3M | 134k | 9.48 | |
| Procter & Gamble Company (PG) | 0.4 | $1.2M | 7.9k | 151.56 | |
| Constellium Se cl a (CSTM) | 0.4 | $1.1M | 94k | 11.83 | |
| Coca-Cola Company (KO) | 0.4 | $1.1M | 17k | 63.61 | |
| Pepsi (PEP) | 0.4 | $1.1M | 5.9k | 180.66 | |
| Dominion Resources (D) | 0.3 | $908k | 15k | 61.32 | |
| Costamare Inc. 8.50 percent Preferred PRD (CMRE.PC) | 0.3 | $889k | 35k | 25.09 | |
| SPDR S&P 500 S&P (SPY) | 0.3 | $753k | 2.0k | 382.43 | |
| Diageo (DEO) | 0.2 | $713k | 4.0k | 178.19 | |
| At&t (T) | 0.2 | $680k | 37k | 18.41 | |
| Abbvie (ABBV) | 0.2 | $584k | 3.6k | 161.61 | |
| Medtronic (MDT) | 0.2 | $500k | 6.4k | 77.72 | |
| First Nat'l Of Nebraska (FINN) | 0.2 | $493k | 36.00 | 13700.00 | |
| Abbott Laboratories (ABT) | 0.2 | $458k | 4.2k | 109.79 | |
| Colgate-Palmolive Company (CL) | 0.2 | $447k | 5.7k | 78.79 | |
| Apple (AAPL) | 0.1 | $416k | 3.2k | 129.93 | |
| Nextera Energy (NEE) | 0.1 | $368k | 4.4k | 83.60 | |
| Wells Fargo & Company (WFC) | 0.1 | $247k | 6.0k | 41.29 |
