Lawson Kroeker Investment Management as of Dec. 31, 2023
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 | |
| Berkshire Hathaway (BRK.B) | 5.6 | $27M | 77k | 356.66 | |
| Arthur J. Gallagher & Co. (AJG) | 3.6 | $17M | 77k | 224.88 | |
| Microsoft Corporation (MSFT) | 3.5 | $17M | 46k | 376.04 | |
| Copart (CPRT) | 3.2 | $16M | 321k | 49.00 | |
| AutoZone (AZO) | 3.2 | $15M | 5.9k | 2585.61 | |
| Lincoln Electric Holdings (LECO) | 3.0 | $15M | 67k | 217.46 | |
| Phillips 66 (PSX) | 3.0 | $15M | 110k | 133.14 | |
| Hca Holdings (HCA) | 2.9 | $14M | 53k | 270.68 | |
| Alphabet Inc Class C cs (GOOG) | 2.9 | $14M | 100k | 140.93 | |
| AFLAC Incorporated (AFL) | 2.8 | $14M | 165k | 82.50 | |
| Charles River Laboratories (CRL) | 2.7 | $13M | 55k | 236.40 | |
| Anthem (ELV) | 2.6 | $13M | 27k | 471.56 | |
| Berkshire Hathaway (BRK.A) | 2.6 | $13M | 23.00 | 542625.04 | |
| Fifth Third Ban (FITB) | 2.5 | $12M | 350k | 34.49 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.2 | $11M | 263k | 40.12 | |
| Walt Disney Company (DIS) | 1.9 | $9.4M | 105k | 90.29 | |
| Hershey Company (HSY) | 1.9 | $9.2M | 50k | 186.44 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $8.9M | 17k | 530.79 | |
| Johnson & Johnson (JNJ) | 1.7 | $8.4M | 54k | 156.74 | |
| Canadian Pacific Kansas City (CP) | 1.6 | $8.0M | 101k | 79.06 | |
| Civitas Resources (CIVI) | 1.5 | $7.4M | 108k | 68.38 | |
| Boston Omaha (BOC) | 1.5 | $7.3M | 467k | 15.73 | |
| Gildan Activewear Inc Com Cad (GIL) | 1.5 | $7.2M | 217k | 33.06 | |
| MSC Industrial Direct (MSM) | 1.4 | $7.0M | 70k | 101.26 | |
| Vulcan Materials Company (VMC) | 1.4 | $7.0M | 31k | 227.01 | |
| Colfax Corp (ENOV) | 1.4 | $7.0M | 125k | 56.02 | |
| Chevron Corporation (CVX) | 1.4 | $6.9M | 46k | 149.16 | |
| Pfizer (PFE) | 1.4 | $6.6M | 231k | 28.79 | |
| Coca-Cola Company (KO) | 1.3 | $6.4M | 109k | 58.93 | |
| Accenture (ACN) | 1.3 | $6.4M | 18k | 350.91 | |
| LKQ Corporation (LKQ) | 1.3 | $6.3M | 132k | 47.79 | |
| Dino Polska SA (DNOPY) | 1.2 | $6.1M | 104k | 58.19 | |
| Cullen/Frost Bankers (CFR) | 1.2 | $6.0M | 55k | 108.49 | |
| First Nat'l Of Nebraska (FINN) | 1.2 | $5.9M | 463.00 | 12800.00 | |
| MarineMax (HZO) | 1.2 | $5.7M | 145k | 38.90 | |
| Dreamfinders Homes (DFH) | 1.1 | $5.5M | 156k | 35.53 | |
| Waters Corporation (WAT) | 1.0 | $5.1M | 15k | 329.23 | |
| Brookfield Asset Management (BAM) | 1.0 | $5.0M | 123k | 40.17 | |
| Alphabet Inc Class A cs (GOOGL) | 1.0 | $4.9M | 35k | 139.69 | |
| Ross Stores (ROST) | 0.9 | $4.5M | 33k | 138.39 | |
| Canadian Natl Ry (CNI) | 0.9 | $4.3M | 34k | 125.63 | |
| Valmont Industries | 0.8 | $3.9M | 17k | 233.51 | |
| Wells Fargo & Company (WFC) | 0.8 | $3.7M | 76k | 49.22 | |
| Keysight Technologies (KEYS) | 0.7 | $3.6M | 23k | 159.09 | |
| Apple (AAPL) | 0.7 | $3.4M | 18k | 192.53 | |
| McDonald's Corporation (MCD) | 0.6 | $3.1M | 11k | 296.51 | |
| TJX Companies (TJX) | 0.6 | $3.0M | 32k | 93.81 | |
| Pepsi (PEP) | 0.5 | $2.5M | 15k | 169.84 | |
| Liberty Media Corp Del Com Ser | 0.5 | $2.3M | 40k | 57.98 | |
| Spdr S&p 500 Etf (SPY) | 0.5 | $2.3M | 4.8k | 475.31 | |
| UnitedHealth (UNH) | 0.4 | $2.2M | 4.1k | 526.47 | |
| Diageo (DEO) | 0.4 | $2.1M | 14k | 145.66 | |
| U.S. Bancorp (USB) | 0.4 | $2.0M | 47k | 43.28 | |
| Crimson Wine (CWGL) | 0.4 | $2.0M | 338k | 5.90 | |
| Boeing Company (BA) | 0.4 | $1.9M | 7.1k | 260.66 | |
| Constellium Se cl a (CSTM) | 0.4 | $1.7M | 87k | 19.96 | |
| Markel Corporation (MKL) | 0.3 | $1.7M | 1.2k | 1419.90 | |
| Esab Corporation (ESAB) | 0.3 | $1.2M | 14k | 86.62 | |
| Mistras (MG) | 0.2 | $1.2M | 165k | 7.32 | |
| Procter & Gamble Company (PG) | 0.2 | $1.1M | 7.8k | 146.54 | |
| American Express Company (AXP) | 0.2 | $1.0M | 5.4k | 187.34 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.2 | $997k | 8.6k | 115.86 | |
| Abbvie (ABBV) | 0.2 | $910k | 5.9k | 154.97 | |
| CarMax (KMX) | 0.2 | $892k | 12k | 76.74 | |
| Bank of America Corporation (BAC) | 0.2 | $873k | 26k | 33.67 | |
| Weyerhaeuser Company (WY) | 0.2 | $835k | 24k | 34.77 | |
| CVS Caremark Corporation (CVS) | 0.2 | $831k | 11k | 78.96 | |
| Costamare Inc. 8.50 Preferred PRD (CMRE.PC) | 0.2 | $827k | 33k | 25.38 | |
| Moody's Corporation (MCO) | 0.2 | $809k | 2.1k | 390.56 | |
| Amgen (AMGN) | 0.2 | $776k | 2.7k | 288.02 | |
| Teleflex Incorporated (TFX) | 0.1 | $711k | 2.9k | 249.34 | |
| Abbott Laboratories (ABT) | 0.1 | $705k | 6.4k | 110.07 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $620k | 8.0k | 77.37 | |
| Amdocs Ltd ord (DOX) | 0.1 | $561k | 6.4k | 87.89 | |
| Colgate-Palmolive Company (CL) | 0.1 | $454k | 5.7k | 79.71 | |
| Dominion Resources (D) | 0.1 | $404k | 8.6k | 47.00 | |
| Brown-Forman Corporation (BF.A) | 0.1 | $376k | 6.6k | 57.10 | |
| Wal-Mart Stores (WMT) | 0.1 | $342k | 2.2k | 157.65 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $327k | 5.0k | 65.80 | |
| Automatic Data Processing (ADP) | 0.1 | $301k | 1.3k | 232.97 | |
| Nextera Energy (NEE) | 0.1 | $261k | 4.3k | 60.74 | |
| Novartis (NVS) | 0.0 | $242k | 2.4k | 100.97 | |
| Home Depot (HD) | 0.0 | $239k | 689.00 | 346.55 | |
| At&t (T) | 0.0 | $232k | 14k | 16.78 | |
| Kimberly-Clark Corporation (KMB) | 0.0 | $229k | 1.9k | 121.51 |
