Lawson Kroeker Investment Management as of June 30, 2023
Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 79 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 6.1 | $25M | 19k | 1316.50 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 6.1 | $25M | 74k | 341.00 | |
| Microsoft Corporation (MSFT) | 3.8 | $16M | 46k | 340.54 | |
| AutoZone (AZO) | 3.5 | $15M | 5.9k | 2493.36 | |
| Copart (CPRT) | 3.5 | $14M | 158k | 91.21 | |
| Lincoln Electric Holdings (LECO) | 3.3 | $14M | 68k | 198.63 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.1 | $13M | 25.00 | 517810.00 | |
| Anthem (ELV) | 2.9 | $12M | 27k | 444.29 | |
| Hershey Company (HSY) | 2.9 | $12M | 49k | 249.70 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $12M | 100k | 120.97 | |
| Charles River Laboratories (CRL) | 2.8 | $12M | 55k | 210.25 | |
| AFLAC Incorporated (AFL) | 2.8 | $12M | 166k | 69.80 | |
| Phillips 66 (PSX) | 2.5 | $11M | 110k | 95.38 | |
| Walt Disney Company (DIS) | 2.2 | $9.3M | 105k | 89.28 | |
| Fifth Third Ban (FITB) | 2.2 | $9.2M | 350k | 26.21 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.2 | $9.2M | 272k | 33.65 | |
| Pfizer (PFE) | 2.1 | $8.8M | 240k | 36.68 | |
| Thermo Fisher Scientific (TMO) | 2.1 | $8.6M | 17k | 521.75 | |
| Boston Omaha Corp Cl A Com Stk (BOC) | 2.1 | $8.6M | 457k | 18.82 | |
| DaVita (DVA) | 2.0 | $8.2M | 82k | 100.47 | |
| Canadian Pacific Kansas City (CP) | 2.0 | $8.1M | 101k | 80.77 | |
| Civitas Resources Com New (CIVI) | 1.8 | $7.5M | 108k | 69.37 | |
| Chevron Corporation (CVX) | 1.7 | $7.2M | 46k | 157.35 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.7 | $7.1M | 219k | 32.24 | |
| LKQ Corporation (LKQ) | 1.7 | $7.0M | 120k | 58.27 | |
| Vulcan Materials Company (VMC) | 1.7 | $7.0M | 31k | 225.44 | |
| Hca Holdings (HCA) | 1.6 | $6.6M | 22k | 303.48 | |
| Msc Indl Direct Cl A (MSM) | 1.6 | $6.6M | 69k | 95.28 | |
| Coca-Cola Company (KO) | 1.6 | $6.6M | 110k | 60.22 | |
| Cullen/Frost Bankers (CFR) | 1.4 | $6.0M | 56k | 107.53 | |
| Accenture Plc Ireland Shs Class A (ACN) | 1.4 | $5.6M | 18k | 308.58 | |
| MarineMax (HZO) | 1.2 | $5.0M | 145k | 34.16 | |
| Teleflex Incorporated (TFX) | 1.1 | $4.6M | 19k | 242.03 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $4.3M | 36k | 119.70 | |
| Canadian Natl Ry (CNI) | 1.0 | $4.2M | 35k | 121.07 | |
| Brookfield Asset Managmt Cl A Lmt Vtg Shs (BAM) | 1.0 | $4.1M | 126k | 32.63 | |
| Waters Corporation (WAT) | 1.0 | $4.1M | 15k | 266.54 | |
| Dream Finders Homes Com Cl A (DFH) | 0.9 | $3.8M | 154k | 24.59 | |
| Keysight Technologies (KEYS) | 0.9 | $3.7M | 22k | 167.45 | |
| Ross Stores (ROST) | 0.9 | $3.6M | 32k | 112.13 | |
| Apple (AAPL) | 0.8 | $3.5M | 18k | 193.97 | |
| McDonald's Corporation (MCD) | 0.8 | $3.4M | 12k | 298.41 | |
| Wells Fargo & Company (WFC) | 0.8 | $3.1M | 74k | 42.68 | |
| Pepsi (PEP) | 0.7 | $2.7M | 15k | 185.22 | |
| Liberty Media Corp Del Com Ser A Frmla | 0.6 | $2.7M | 40k | 67.62 | |
| TJX Companies (TJX) | 0.6 | $2.6M | 31k | 84.79 | |
| Diageo Spon Adr New (DEO) | 0.6 | $2.5M | 14k | 173.48 | |
| Mistras (MG) | 0.5 | $2.3M | 294k | 7.72 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.5 | $2.2M | 26k | 83.35 | |
| Aerojet Rocketdy | 0.5 | $2.1M | 38k | 54.87 | |
| UnitedHealth (UNH) | 0.5 | $2.0M | 4.1k | 480.64 | |
| Constellium Se Cl A Shs (CSTM) | 0.4 | $1.6M | 94k | 17.20 | |
| Markel Corporation (MKL) | 0.4 | $1.6M | 1.2k | 1383.18 | |
| Us Bancorp Del Com New (USB) | 0.4 | $1.5M | 47k | 33.04 | |
| Boeing Company (BA) | 0.4 | $1.5M | 7.0k | 211.16 | |
| Procter & Gamble Company (PG) | 0.3 | $1.2M | 7.8k | 151.73 | |
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.3 | $1.1M | 14k | 75.66 | |
| CarMax (KMX) | 0.2 | $978k | 12k | 83.70 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $933k | 28k | 33.51 | |
| Esab Corporation (ESAB) | 0.2 | $916k | 14k | 66.54 | |
| American Express Company (AXP) | 0.2 | $890k | 5.1k | 174.20 | |
| Abbvie (ABBV) | 0.2 | $797k | 5.9k | 134.73 | |
| Bank of America Corporation (BAC) | 0.2 | $744k | 26k | 28.69 | |
| CVS Caremark Corporation (CVS) | 0.2 | $728k | 11k | 69.13 | |
| Moody's Corporation (MCO) | 0.2 | $720k | 2.1k | 347.72 | |
| Abbott Laboratories (ABT) | 0.2 | $703k | 6.4k | 109.02 | |
| Amdocs SHS (DOX) | 0.2 | $631k | 6.4k | 98.85 | |
| Amgen (AMGN) | 0.1 | $598k | 2.7k | 222.02 | |
| Dominion Resources (D) | 0.1 | $459k | 8.9k | 51.79 | |
| Brown Forman Corp Cl A (BF.A) | 0.1 | $440k | 6.6k | 66.78 | |
| Colgate-Palmolive Company (CL) | 0.1 | $439k | 5.7k | 77.04 | |
| Wal-Mart Stores (WMT) | 0.1 | $341k | 2.2k | 157.18 | |
| Nextera Energy (NEE) | 0.1 | $319k | 4.3k | 74.20 | |
| Kimberly-Clark Corporation (KMB) | 0.1 | $304k | 2.2k | 138.06 | |
| Shell Spon Ads (SHEL) | 0.1 | $300k | 5.0k | 60.38 | |
| Automatic Data Processing (ADP) | 0.1 | $284k | 1.3k | 219.79 | |
| Novartis Sponsored Adr (NVS) | 0.1 | $242k | 2.4k | 100.91 | |
| Baxter International (BAX) | 0.1 | $223k | 4.9k | 45.56 | |
| Home Depot (HD) | 0.1 | $214k | 689.00 | 310.64 |
