Lawson Kroeker Investment Management
Latest statistics and disclosures from Lawson Kroeker Investment Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TPL, BRK.B, AJG, MSFT, GOOG, and represent 26.83% of Lawson Kroeker Investment Management's stock portfolio.
- Added to shares of these 10 stocks: SPY, SKYH, ELV, HSY, VCSH, IVV, PEP, HCA, D, NNI.
- Started 3 new stock positions in IVV, SPY, VCSH.
- Reduced shares in these 10 stocks: TPL, AFL, WFC, WAT, LKQ, FITB, Valmont Industries, BN, BRK.A, CIVI.
- Lawson Kroeker Investment Management was a net seller of stock by $-11M.
- Lawson Kroeker Investment Management has $531M in assets under management (AUM), dropping by -3.24%.
- Central Index Key (CIK): 0001013701
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Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 91 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 9.6 | $51M | -6% | 46k | 1105.96 |
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| Berkshire Hathaway (BRK.B) | 6.4 | $34M | 74k | 453.28 |
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| Arthur J. Gallagher & Co. (AJG) | 3.8 | $20M | -2% | 71k | 283.85 |
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| Microsoft Corporation (MSFT) | 3.5 | $19M | 44k | 421.50 |
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| Alphabet Inc Class C cs (GOOG) | 3.5 | $19M | 98k | 190.44 |
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| AutoZone (AZO) | 3.5 | $18M | 5.7k | 3202.00 |
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| Copart (CPRT) | 3.0 | $16M | 280k | 57.39 |
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| Hca Holdings (HCA) | 3.0 | $16M | 53k | 300.15 |
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| Berkshire Hathaway (BRK.A) | 2.8 | $15M | -4% | 22.00 | 680920.00 |
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| Fifth Third Ban (FITB) | 2.5 | $14M | -6% | 319k | 42.28 |
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| AFLAC Incorporated (AFL) | 2.5 | $13M | -16% | 130k | 103.44 |
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| Phillips 66 (PSX) | 2.2 | $12M | 105k | 113.93 |
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| Anthem (ELV) | 2.2 | $12M | +15% | 32k | 368.90 |
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| Asbury Automotive (ABG) | 2.1 | $11M | 46k | 243.03 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.1 | $11M | -5% | 193k | 57.45 |
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| Nelnet (NNI) | 2.1 | $11M | 103k | 106.81 |
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| Walt Disney Company (DIS) | 2.0 | $11M | -4% | 97k | 111.35 |
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| Charles River Laboratories (CRL) | 1.9 | $10M | -2% | 55k | 184.60 |
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| Lincoln Electric Holdings (LECO) | 1.9 | $9.9M | 53k | 187.47 |
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| Colfax Corp (ENOV) | 1.8 | $9.5M | 215k | 43.88 |
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| Hershey Company (HSY) | 1.7 | $9.2M | +9% | 54k | 169.35 |
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| Thermo Fisher Scientific (TMO) | 1.5 | $8.2M | -2% | 16k | 520.23 |
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| Johnson & Johnson (JNJ) | 1.4 | $7.6M | 52k | 144.62 |
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| Civitas Resources (CIVI) | 1.4 | $7.5M | -7% | 163k | 45.87 |
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| Cullen/Frost Bankers (CFR) | 1.4 | $7.2M | 54k | 134.25 |
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| Canadian Pacific Kansas City (CP) | 1.3 | $7.0M | 97k | 72.37 |
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| Boston Omaha (BOC) | 1.3 | $6.8M | -2% | 481k | 14.18 |
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| Coca-Cola Company (KO) | 1.3 | $6.7M | 107k | 62.26 |
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| LKQ Corporation (LKQ) | 1.2 | $6.6M | -14% | 180k | 36.75 |
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| Alphabet Inc Class A cs (GOOGL) | 1.2 | $6.4M | 34k | 189.30 |
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| Accenture (ACN) | 1.2 | $6.2M | 18k | 351.79 |
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| Dino Polska SA (DNOPY) | 1.1 | $5.7M | 121k | 47.57 |
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| Pfizer (PFE) | 1.1 | $5.6M | -3% | 211k | 26.53 |
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| MSC Industrial Direct (MSM) | 1.0 | $5.4M | 73k | 74.69 |
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| Vulcan Materials Company (VMC) | 1.0 | $5.4M | -2% | 21k | 257.23 |
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| First Nat'l Of Nebraska (FINN) | 1.0 | $5.4M | 443.00 | 12200.00 |
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| Apple (AAPL) | 1.0 | $5.1M | 20k | 250.42 |
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| Chevron Corporation (CVX) | 0.9 | $5.0M | 34k | 144.84 |
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| Ross Stores (ROST) | 0.9 | $4.9M | 32k | 151.27 |
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| Sky Harbour Group Corporatio (SKYH) | 0.8 | $4.5M | +121% | 375k | 11.93 |
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| Waters Corporation (WAT) | 0.8 | $4.4M | -21% | 12k | 370.98 |
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| MarineMax (HZO) | 0.7 | $3.8M | -5% | 131k | 28.95 |
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| Brookfield Asset Management (BAM) | 0.7 | $3.6M | -3% | 67k | 54.19 |
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| TJX Companies (TJX) | 0.7 | $3.6M | 30k | 120.81 |
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| Keysight Technologies (KEYS) | 0.6 | $3.4M | -2% | 21k | 160.63 |
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| Canadian Natl Ry (CNI) | 0.6 | $3.3M | 33k | 101.51 |
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| Dreamfinders Homes (DFH) | 0.6 | $3.3M | 142k | 23.27 |
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| Liberty Media Corp Del Com Ser | 0.6 | $3.0M | 36k | 84.04 |
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| Spdr S&p 500 Etf (SPY) | 0.6 | $3.0M | NEW | 5.1k | 586.08 |
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| McDonald's Corporation (MCD) | 0.5 | $2.8M | 9.7k | 289.89 |
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| Valmont Industries | 0.5 | $2.6M | -27% | 8.5k | 306.67 |
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| Pepsi (PEP) | 0.5 | $2.5M | +14% | 17k | 152.06 |
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| Wells Fargo & Company (WFC) | 0.5 | $2.4M | -42% | 34k | 70.24 |
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| U.S. Bancorp (USB) | 0.4 | $2.1M | 44k | 47.83 |
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| UnitedHealth (UNH) | 0.4 | $2.1M | 4.1k | 505.86 |
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| Markel Corporation (MKL) | 0.4 | $1.9M | 1.1k | 1726.23 |
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| Crimson Wine (CWGL) | 0.3 | $1.8M | -4% | 286k | 6.35 |
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| Esab Corporation (ESAB) | 0.3 | $1.7M | 14k | 119.94 |
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| American Express Company (AXP) | 0.3 | $1.6M | 5.5k | 296.79 |
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| Procter & Gamble Company (PG) | 0.2 | $1.2M | -4% | 7.3k | 167.65 |
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| Bank of America Corporation (BAC) | 0.2 | $1.1M | 26k | 43.95 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.1M | 1.2k | 916.27 |
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| Abbvie (ABBV) | 0.2 | $1.0M | 5.7k | 177.70 |
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| Moody's Corporation (MCO) | 0.2 | $980k | 2.1k | 473.37 |
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| Mistras (MG) | 0.2 | $945k | -2% | 104k | 9.06 |
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| Home Depot (HD) | 0.2 | $890k | 2.3k | 388.99 |
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| Wal-Mart Stores (WMT) | 0.2 | $846k | 9.4k | 90.35 |
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| Costamare Inc. 8.50 Preferred PRD (CMRE.PC) | 0.2 | $832k | 32k | 25.70 |
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| Constellium Se cl a (CSTM) | 0.2 | $810k | 79k | 10.27 |
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| Amgen (AMGN) | 0.1 | $762k | -4% | 2.9k | 260.64 |
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| Diageo (DEO) | 0.1 | $709k | -3% | 5.6k | 127.13 |
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| Abbott Laboratories (ABT) | 0.1 | $702k | 6.2k | 113.11 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $633k | -6% | 7.7k | 82.63 |
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| Amazon (AMZN) | 0.1 | $584k | 2.7k | 219.39 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $583k | NEW | 7.5k | 78.01 |
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| Amdocs Ltd ord (DOX) | 0.1 | $513k | 6.0k | 85.14 |
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| Teleflex Incorporated (TFX) | 0.1 | $507k | 2.9k | 177.98 |
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| Colgate-Palmolive Company (CL) | 0.1 | $449k | -4% | 4.9k | 90.91 |
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| Sunopta (STKL) | 0.1 | $443k | -23% | 58k | 7.70 |
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| Dominion Resources (D) | 0.1 | $431k | +8% | 8.0k | 53.86 |
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| CVS Caremark Corporation (CVS) | 0.1 | $397k | 8.9k | 44.89 |
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| CarMax (KMX) | 0.1 | $382k | 4.7k | 81.76 |
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| iShares S&P 500 Index (IVV) | 0.1 | $360k | NEW | 612.00 | 588.68 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $352k | -4% | 5.6k | 62.65 |
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| Automatic Data Processing (ADP) | 0.1 | $351k | 1.2k | 292.73 |
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| Tandem Diabetes Care | 0.1 | $306k | 8.5k | 36.02 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $269k | -16% | 2.5k | 107.57 |
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| JPMorgan Chase & Co. (JPM) | 0.0 | $250k | -32% | 1.0k | 239.71 |
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| Novartis (NVS) | 0.0 | $238k | 2.4k | 97.31 |
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| Nextera Energy (NEE) | 0.0 | $215k | 3.0k | 71.69 |
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| Duke Energy (DUK) | 0.0 | $215k | 2.0k | 107.74 |
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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 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
- Lawson Kroeker Investment Management 2021 Q3 filed Oct. 12, 2021
- Lawson Kroeker Investment Management 2021 Q2 filed July 12, 2021
- Lawson Kroeker Investment Management 2021 Q1 filed April 9, 2021