Lawson Kroeker Investment Management
Latest statistics and disclosures from Lawson Kroeker Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, TPL, AZO, HCA, MSFT, and represent 26.01% of Lawson Kroeker Investment Management's stock portfolio.
- Added to shares of these 10 stocks: CB (+$14M), DNOPY (+$5.5M), ELV, BRK.B, UNP, COHR, SKYH, COST, TMO, AZO.
- Started 4 new stock positions in CB, UNP, Cardinal Res, COHR.
- Reduced shares in these 10 stocks: ENOV (-$7.1M), GOOG (-$6.3M), BN, BRK.A, GOOGL, AJG, TPL, MSFT, JNJ, LECO.
- Sold out of its positions in KMX, ENOV.
- Lawson Kroeker Investment Management was a net seller of stock by $-3.8M.
- Lawson Kroeker Investment Management has $548M in assets under management (AUM), dropping by 1.86%.
- Central Index Key (CIK): 0001013701
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Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 99 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 6.9 | $38M | +2% | 76k | 502.74 |
|
| Texas Pacific Land Corp (TPL) | 6.8 | $37M | -2% | 40k | 933.64 |
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| AutoZone (AZO) | 4.3 | $24M | 5.5k | 4290.24 |
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| Hca Holdings (HCA) | 4.1 | $22M | 52k | 426.20 |
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| Microsoft Corporation (MSFT) | 3.9 | $22M | -3% | 42k | 517.95 |
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| Phillips 66 (PSX) | 3.7 | $20M | 150k | 136.02 |
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| Arthur J. Gallagher & Co. (AJG) | 3.6 | $20M | -4% | 63k | 309.74 |
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| Alphabet Inc Class C cs (GOOG) | 3.2 | $18M | -26% | 73k | 243.55 |
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| AFLAC Incorporated (AFL) | 2.6 | $14M | 128k | 111.70 |
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| Anthem (ELV) | 2.6 | $14M | +25% | 43k | 323.12 |
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| Fifth Third Ban (FITB) | 2.5 | $14M | -2% | 309k | 44.55 |
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| Chubb (CB) | 2.5 | $14M | NEW | 49k | 282.25 |
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| Berkshire Hathaway (BRK.A) | 2.5 | $14M | -10% | 18.00 | 754200.00 |
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| Nelnet (NNI) | 2.3 | $13M | 101k | 125.38 |
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| Copart (CPRT) | 2.2 | $12M | 271k | 44.97 |
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| Lincoln Electric Holdings (LECO) | 2.2 | $12M | -4% | 51k | 235.83 |
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| Asbury Automotive (ABG) | 2.1 | $12M | 47k | 244.45 |
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| Walt Disney Company (DIS) | 2.0 | $11M | -2% | 95k | 114.50 |
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| Hershey Company (HSY) | 1.9 | $10M | 55k | 187.05 |
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| Johnson & Johnson (JNJ) | 1.6 | $8.9M | -6% | 48k | 185.42 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.5 | $8.1M | -32% | 118k | 68.58 |
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| Charles River Laboratories (CRL) | 1.4 | $7.8M | 50k | 156.46 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $7.7M | 16k | 485.02 |
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| Canadian Pacific Kansas City (CP) | 1.3 | $7.3M | 98k | 74.49 |
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| MSC Industrial Direct (MSM) | 1.3 | $7.0M | 76k | 92.14 |
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| Dino Polska SA (DNOPY) | 1.3 | $6.9M | +397% | 579k | 11.96 |
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| Bruker Corporation (BRKR) | 1.3 | $6.9M | -2% | 212k | 32.49 |
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| Cullen/Frost Bankers (CFR) | 1.2 | $6.8M | 54k | 126.77 |
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| Alphabet Inc Class A cs (GOOGL) | 1.2 | $6.6M | -13% | 27k | 243.10 |
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| Coca-Cola Company (KO) | 1.2 | $6.4M | 97k | 66.32 |
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| Vulcan Materials Company (VMC) | 1.2 | $6.4M | 21k | 307.62 |
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| Boston Omaha (BOC) | 1.1 | $6.3M | 479k | 13.08 |
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| First Nat'l Of Nebraska (FINN) | 1.1 | $5.9M | 418.00 | 14000.00 |
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| Chevron Corporation (CVX) | 0.9 | $5.1M | 33k | 155.29 |
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| Pfizer (PFE) | 0.9 | $5.1M | -2% | 202k | 25.48 |
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| Ross Stores (ROST) | 0.9 | $4.9M | 32k | 152.39 |
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| Sky Harbour Group Corporatio (SKYH) | 0.9 | $4.7M | +4% | 473k | 9.87 |
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| Apple (AAPL) | 0.8 | $4.6M | 18k | 254.63 |
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| Civitas Resources (CIVI) | 0.8 | $4.4M | -3% | 137k | 32.50 |
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| Accenture (ACN) | 0.8 | $4.2M | 17k | 246.60 |
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| TJX Companies (TJX) | 0.8 | $4.1M | 29k | 144.54 |
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| LKQ Corporation (LKQ) | 0.7 | $4.0M | -2% | 132k | 30.54 |
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| Keysight Technologies (KEYS) | 0.7 | $3.7M | 21k | 174.92 |
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| MarineMax (HZO) | 0.6 | $3.4M | 136k | 25.33 |
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| Brookfield Asset Management (BAM) | 0.6 | $3.4M | -6% | 60k | 56.94 |
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| Spdr S&p 500 Etf (SPY) | 0.6 | $3.4M | 5.1k | 666.18 |
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| Valmont Industries | 0.6 | $3.3M | 8.5k | 387.73 |
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| Canadian Natl Ry (CNI) | 0.6 | $3.2M | 34k | 94.30 |
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| Dreamfinders Homes (DFH) | 0.6 | $3.2M | -9% | 124k | 25.92 |
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| Waters Corporation (WAT) | 0.6 | $3.2M | 11k | 299.81 |
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| Liberty Media Corp Del Com Ser | 0.6 | $3.1M | 33k | 95.22 |
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| McDonald's Corporation (MCD) | 0.5 | $2.8M | -4% | 9.3k | 303.89 |
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| Pepsi (PEP) | 0.5 | $2.5M | 18k | 140.44 |
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| Wells Fargo & Company (WFC) | 0.4 | $2.5M | 29k | 83.82 |
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| U.S. Bancorp (USB) | 0.4 | $2.2M | 46k | 48.33 |
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| Markel Corporation (MKL) | 0.4 | $2.0M | 1.1k | 1911.36 |
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| American Express Company (AXP) | 0.3 | $1.8M | 5.3k | 332.16 |
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| Esab Corporation (ESAB) | 0.3 | $1.5M | 14k | 111.74 |
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| Crimson Wine (CWGL) | 0.3 | $1.4M | 279k | 5.18 |
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| UnitedHealth (UNH) | 0.3 | $1.4M | 4.0k | 345.30 |
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| Bank of America Corporation (BAC) | 0.2 | $1.3M | 26k | 51.59 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.2M | +8% | 1.3k | 925.28 |
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| Abbvie (ABBV) | 0.2 | $1.1M | -15% | 4.8k | 231.54 |
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| Procter & Gamble Company (PG) | 0.2 | $1.1M | 7.1k | 153.65 |
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| Schwab Strategic Tr us lrg cap etf (SCHX) | 0.2 | $1.1M | 41k | 26.34 |
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| Moody's Corporation (MCO) | 0.2 | $986k | 2.1k | 476.48 |
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| Constellium Se cl a (CSTM) | 0.2 | $938k | -14% | 63k | 14.88 |
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| Home Depot (HD) | 0.2 | $928k | 2.3k | 405.19 |
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| Costamare Inc. 8.50 Preferred PRD (CMRE.PC) | 0.2 | $857k | 32k | 26.48 |
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| Amgen (AMGN) | 0.1 | $768k | 2.7k | 282.20 |
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| Abbott Laboratories (ABT) | 0.1 | $698k | -16% | 5.2k | 133.94 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $671k | -3% | 7.3k | 91.84 |
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| Amazon (AMZN) | 0.1 | $585k | 2.7k | 219.57 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $561k | -4% | 7.0k | 79.93 |
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| CVS Caremark Corporation (CVS) | 0.1 | $545k | 7.2k | 75.39 |
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| Dominion Resources (D) | 0.1 | $487k | -11% | 8.0k | 61.17 |
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| Wal-Mart Stores (WMT) | 0.1 | $478k | 4.6k | 103.06 |
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| iShares S&P 500 Index (IVV) | 0.1 | $410k | 612.00 | 669.30 |
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| Colgate-Palmolive Company (CL) | 0.1 | $387k | 4.8k | 79.94 |
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| Sch Us Mid-cap Etf etf (SCHM) | 0.1 | $374k | 13k | 29.64 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $360k | -4% | 5.0k | 71.53 |
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| Automatic Data Processing (ADP) | 0.1 | $352k | 1.2k | 293.50 |
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| Sunopta (STKL) | 0.1 | $337k | 58k | 5.86 |
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| iShares Gold ETF | 0.1 | $336k | 4.6k | 72.77 |
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| Schwab International Equity ETF (SCHF) | 0.1 | $325k | 14k | 23.28 |
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| Diageo (DEO) | 0.1 | $323k | 3.4k | 95.43 |
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| Novartis (NVS) | 0.1 | $308k | 2.4k | 128.24 |
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| Wheaton Precious Metals Corp (WPM) | 0.1 | $280k | 2.5k | 111.84 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $266k | -19% | 842.00 | 315.43 |
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| Union Pacific Corporation (UNP) | 0.0 | $265k | NEW | 1.1k | 236.37 |
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| Schwab Strategic Tr us aggregate b (SCHZ) | 0.0 | $252k | 11k | 23.47 |
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| Amdocs Ltd ord (DOX) | 0.0 | $247k | 3.0k | 82.05 |
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| Duke Energy (DUK) | 0.0 | $246k | 2.0k | 123.75 |
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| Johnson Controls International Plc equity (JCI) | 0.0 | $231k | 2.1k | 109.95 |
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| Nextera Energy (NEE) | 0.0 | $227k | 3.0k | 75.49 |
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| Exxon Mobil Corporation (XOM) | 0.0 | $226k | 2.0k | 112.75 |
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| Coherent Corp (COHR) | 0.0 | $215k | NEW | 2.0k | 107.72 |
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| Mistras (MG) | 0.0 | $210k | 21k | 9.84 |
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| Cardinal Res | 0.0 | $0 | NEW | 100k | 0.00 |
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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
- Lawson Kroeker Investment Management 2025 Q3 filed Oct. 20, 2025
- Lawson Kroeker Investment Management 2025 Q2 filed July 25, 2025
- Lawson Kroeker Investment Management 2025 Q1 filed April 28, 2025
- Lawson Kroeker Investment Management 2024 Q4 filed Jan. 23, 2025
- Lawson Kroeker Investment Management 2024 Q3 filed Oct. 15, 2024
- Lawson Kroeker Investment Management 2024 Q2 filed July 29, 2024
- Lawson Kroeker Investment Management 2024 Q1 filed April 22, 2024
- Lawson Kroeker Investment Management 2023 Q4 filed Jan. 29, 2024
- Lawson Kroeker Investment Management 2023 Q3 filed Oct. 17, 2023
- Lawson Kroeker Investment Management 2023 Q2 filed July 24, 2023
- Lawson Kroeker Investment Management 2023 Q1 filed April 20, 2023
- Lawson Kroeker Investment Management 2022 Q4 filed Jan. 17, 2023
- Lawson Kroeker Investment Management 2022 Q3 filed Oct. 11, 2022
- Lawson Kroeker Investment Management 2022 Q2 filed July 11, 2022
- Lawson Kroeker Investment Management 2022 Q1 filed April 11, 2022
- Lawson Kroeker Investment Management 2021 Q4 filed Jan. 10, 2022