Lawson Kroeker Investment Management as of March 31, 2023
Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 88 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 7.3 | $32M | 19k | 1701.02 | |
| Berkshire Hathaway (BRK.B) | 5.2 | $23M | 75k | 308.77 | |
| Arthur J. Gallagher & Co. (AJG) | 3.4 | $15M | 80k | 191.31 | |
| AutoZone (AZO) | 3.3 | $15M | 5.9k | 2458.15 | |
| Microsoft Corporation (MSFT) | 3.0 | $13M | 47k | 288.30 | |
| Hershey Company (HSY) | 2.8 | $13M | 50k | 254.41 | |
| Copart (CPRT) | 2.7 | $12M | 159k | 75.21 | |
| Lincoln Electric Holdings (LECO) | 2.6 | $12M | 69k | 169.10 | |
| Berkshire Hathaway (BRK.A) | 2.6 | $12M | 25.00 | 465600.00 | |
| Charles River Laboratories (CRL) | 2.5 | $11M | 55k | 201.82 | |
| Phillips 66 (PSX) | 2.4 | $11M | 107k | 101.38 | |
| Boston Omaha (BOC) | 2.4 | $11M | 457k | 23.67 | |
| AFLAC Incorporated (AFL) | 2.4 | $11M | 166k | 64.52 | |
| Walt Disney Company (DIS) | 2.4 | $11M | 107k | 100.13 | |
| Alphabet Inc Class C cs (GOOG) | 2.3 | $10M | 100k | 104.00 | |
| Pfizer (PFE) | 2.2 | $9.7M | 238k | 40.80 | |
| Thermo Fisher Scientific (TMO) | 2.2 | $9.7M | 17k | 576.37 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.1 | $9.4M | 287k | 32.59 | |
| Fifth Third Ban (FITB) | 2.1 | $9.2M | 346k | 26.64 | |
| Johnson & Johnson (JNJ) | 1.9 | $8.6M | 55k | 155.00 | |
| Canadian Pacific Railway | 1.8 | $8.0M | 104k | 76.94 | |
| Chevron Corporation (CVX) | 1.7 | $7.5M | 46k | 163.16 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.6 | $7.2M | 217k | 33.19 | |
| LKQ Corporation (LKQ) | 1.5 | $6.8M | 120k | 56.76 | |
| Coca-Cola Company (KO) | 1.5 | $6.8M | 110k | 62.03 | |
| DaVita (DVA) | 1.5 | $6.7M | 82k | 81.11 | |
| MSC Industrial Direct (MSM) | 1.4 | $6.4M | 76k | 84.00 | |
| First Nat'l Of Nebraska (FINN) | 1.4 | $6.2M | 462.00 | 13500.00 | |
| Hca Holdings (HCA) | 1.3 | $5.8M | 22k | 263.68 | |
| Cullen/Frost Bankers (CFR) | 1.3 | $5.6M | 54k | 105.34 | |
| Ross Stores (ROST) | 1.3 | $5.6M | 53k | 106.13 | |
| Vulcan Materials Company (VMC) | 1.2 | $5.5M | 32k | 171.56 | |
| Brookfield Asset Management (BAM) | 1.2 | $5.3M | 162k | 32.72 | |
| Accenture (ACN) | 1.2 | $5.2M | 18k | 285.81 | |
| Teleflex Incorporated (TFX) | 1.1 | $4.9M | 19k | 253.31 | |
| Weyerhaeuser Company (WY) | 1.1 | $4.8M | 161k | 30.13 | |
| Dino Polska SA (DNOPY) | 1.1 | $4.8M | 103k | 46.80 | |
| Waters Corporation (WAT) | 1.1 | $4.7M | 15k | 309.63 | |
| MarineMax (HZO) | 1.0 | $4.5M | 158k | 28.75 | |
| Canadian Natl Ry (CNI) | 0.9 | $4.2M | 35k | 117.97 | |
| Alphabet Inc Class A cs (GOOGL) | 0.8 | $3.7M | 36k | 103.73 | |
| Keysight Technologies (KEYS) | 0.8 | $3.6M | 22k | 161.48 | |
| McDonald's Corporation (MCD) | 0.7 | $3.3M | 12k | 279.61 | |
| Anthem (ELV) | 0.7 | $3.2M | 6.9k | 459.81 | |
| Apple (AAPL) | 0.7 | $3.1M | 19k | 164.90 | |
| Valmont Industries | 0.7 | $3.0M | 9.4k | 319.28 | |
| Wells Fargo & Company (WFC) | 0.6 | $2.8M | 75k | 37.38 | |
| Alibaba Group Holding (BABA) | 0.6 | $2.8M | 27k | 102.18 | |
| Mistras (MG) | 0.6 | $2.7M | 402k | 6.78 | |
| Liberty Media Corp Del Com Ser | 0.6 | $2.7M | 40k | 67.50 | |
| Pepsi (PEP) | 0.6 | $2.7M | 15k | 182.30 | |
| Diageo (DEO) | 0.6 | $2.6M | 14k | 181.18 | |
| TJX Companies (TJX) | 0.6 | $2.5M | 32k | 78.36 | |
| Aerojet Rocketdy | 0.5 | $2.2M | 39k | 56.17 | |
| SPDR S&P 500 Etf (SPY) | 0.5 | $2.1M | 5.2k | 409.39 | |
| Dreamfinders Homes (DFH) | 0.5 | $2.1M | 159k | 13.25 | |
| Crimson Wine (CWGL) | 0.5 | $2.1M | 340k | 6.15 | |
| UnitedHealth (UNH) | 0.4 | $1.9M | 4.1k | 472.59 | |
| U.S. Bancorp (USB) | 0.4 | $1.7M | 48k | 36.05 | |
| Boeing Company (BA) | 0.3 | $1.5M | 7.2k | 212.43 | |
| Markel Corporation (MKL) | 0.3 | $1.5M | 1.2k | 1277.41 | |
| Constellium Se cl a (CSTM) | 0.3 | $1.4M | 94k | 15.28 | |
| Procter & Gamble Company (PG) | 0.3 | $1.2M | 7.8k | 148.70 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.3 | $1.1M | 9.2k | 122.01 | |
| Abbvie (ABBV) | 0.2 | $975k | 6.1k | 159.37 | |
| Gilead Sciences (GILD) | 0.2 | $890k | 11k | 82.97 | |
| American Express Company (AXP) | 0.2 | $846k | 5.1k | 164.95 | |
| Esab Corporation (ESAB) | 0.2 | $815k | 14k | 59.07 | |
| Costamare Inc. 8.50 percent Preferred PRD (CMRE.PC) | 0.2 | $783k | 31k | 24.98 | |
| CVS Caremark Corporation (CVS) | 0.2 | $783k | 11k | 74.31 | |
| CarMax (KMX) | 0.2 | $751k | 12k | 64.28 | |
| Bank of America Corporation (BAC) | 0.2 | $742k | 26k | 28.60 | |
| Amgen (AMGN) | 0.2 | $688k | 2.8k | 241.75 | |
| At&t (T) | 0.2 | $682k | 35k | 19.25 | |
| Abbott Laboratories (ABT) | 0.2 | $673k | 6.6k | 101.26 | |
| Moody's Corporation (MCO) | 0.1 | $634k | 2.1k | 306.02 | |
| Amdocs Ltd ord (DOX) | 0.1 | $613k | 6.4k | 96.03 | |
| Dominion Resources (D) | 0.1 | $495k | 8.9k | 55.91 | |
| Colgate-Palmolive Company (CL) | 0.1 | $428k | 5.7k | 75.15 | |
| Brown-Forman Corporation (BF.A) | 0.1 | $423k | 6.6k | 64.27 | |
| Nextera Energy (NEE) | 0.1 | $331k | 4.3k | 77.08 | |
| Medtronic (MDT) | 0.1 | $323k | 4.0k | 80.62 | |
| Wal-Mart Stores (WMT) | 0.1 | $320k | 2.2k | 147.45 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $309k | 2.3k | 134.22 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $299k | 5.2k | 57.54 | |
| Automatic Data Processing (ADP) | 0.1 | $288k | 1.3k | 222.63 | |
| Novartis (NVS) | 0.0 | $221k | 2.4k | 92.00 | |
| Home Depot (HD) | 0.0 | $219k | 741.00 | 295.12 |
