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, AZO, and represent 22.94% of Lawson Kroeker Investment Management's stock portfolio.
- Added to shares of these 10 stocks: TPL (+$22M), NNI (+$9.6M), ABG (+$5.4M), LKQ, HD, AAPL, WMT, HSY, AMGN, CVX.
- Started 2 new stock positions in NNI, ABG.
- Reduced shares in these 10 stocks: GIL (-$7.2M), LECO, VMC, BAM, CPRT, BN, BA, DEO, WY, KMX.
- Sold out of its positions in T, GIL, KMB, WY.
- Lawson Kroeker Investment Management was a net buyer of stock by $15M.
- Lawson Kroeker Investment Management has $528M in assets under management (AUM), dropping by 8.29%.
- Central Index Key (CIK): 0001013701
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Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 84 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 6.2 | $33M | +200% | 57k | 578.51 |
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| Berkshire Hathaway (BRK.B) | 6.0 | $32M | 76k | 420.52 |
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| Arthur J. Gallagher & Co. (AJG) | 3.6 | $19M | 76k | 250.04 |
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| Microsoft Corporation (MSFT) | 3.6 | $19M | 45k | 422.06 |
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| AutoZone (AZO) | 3.5 | $18M | -2% | 5.8k | 3151.65 |
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| Phillips 66 (PSX) | 3.3 | $18M | 108k | 163.34 |
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| Hca Holdings (HCA) | 3.3 | $17M | 52k | 333.53 |
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| Copart (CPRT) | 3.2 | $17M | -10% | 287k | 57.92 |
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| Alphabet Inc Class C cs (GOOG) | 2.9 | $15M | 99k | 152.26 |
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| Charles River Laboratories (CRL) | 2.8 | $15M | 55k | 270.95 |
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| Berkshire Hathaway (BRK.A) | 2.8 | $15M | 23.00 | 634440.00 |
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| Anthem (ELV) | 2.7 | $14M | 27k | 518.54 |
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| AFLAC Incorporated (AFL) | 2.6 | $14M | 162k | 85.86 |
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| Lincoln Electric Holdings (LECO) | 2.6 | $14M | -19% | 54k | 255.44 |
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| Fifth Third Ban (FITB) | 2.5 | $13M | 348k | 37.21 |
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| Walt Disney Company (DIS) | 2.4 | $13M | 103k | 122.36 |
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| LKQ Corporation (LKQ) | 2.1 | $11M | +53% | 204k | 53.41 |
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| Hershey Company (HSY) | 1.8 | $9.8M | 50k | 194.50 |
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| Thermo Fisher Scientific (TMO) | 1.8 | $9.7M | 17k | 581.21 |
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| Nelnet (NNI) | 1.8 | $9.6M | NEW | 102k | 94.65 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.8 | $9.5M | -13% | 227k | 41.87 |
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| Canadian Pacific Kansas City (CP) | 1.7 | $8.8M | 100k | 88.17 |
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| Johnson & Johnson (JNJ) | 1.6 | $8.5M | 53k | 159.16 |
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| Civitas Resources (CIVI) | 1.6 | $8.2M | 108k | 75.91 |
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| Colfax Corp (ENOV) | 1.5 | $7.8M | 125k | 62.45 |
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| Chevron Corporation (CVX) | 1.4 | $7.4M | 47k | 157.74 |
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| Boston Omaha (BOC) | 1.4 | $7.2M | 466k | 15.46 |
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| MSC Industrial Direct (MSM) | 1.3 | $6.8M | 70k | 97.04 |
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| Coca-Cola Company (KO) | 1.3 | $6.7M | 109k | 61.18 |
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| Pfizer (PFE) | 1.2 | $6.3M | -3% | 223k | 28.40 |
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| Dreamfinders Homes (DFH) | 1.2 | $6.3M | -7% | 144k | 43.73 |
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| Cullen/Frost Bankers (CFR) | 1.2 | $6.2M | 55k | 112.57 |
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| Accenture (ACN) | 1.2 | $6.2M | -2% | 18k | 346.61 |
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| Vulcan Materials Company (VMC) | 1.2 | $6.1M | -28% | 22k | 272.92 |
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| First Nat'l Of Nebraska (FINN) | 1.1 | $5.8M | 457.00 | 12600.00 |
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| Asbury Automotive (ABG) | 1.0 | $5.4M | NEW | 23k | 235.78 |
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| Waters Corporation (WAT) | 1.0 | $5.3M | 15k | 344.23 |
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| Alphabet Inc Class A cs (GOOGL) | 1.0 | $5.2M | -2% | 35k | 150.93 |
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| Dino Polska SA (DNOPY) | 1.0 | $5.0M | 104k | 48.25 |
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| MarineMax (HZO) | 0.9 | $4.8M | 144k | 33.26 |
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| Ross Stores (ROST) | 0.9 | $4.8M | 33k | 146.76 |
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| Canadian Natl Ry (CNI) | 0.8 | $4.4M | 34k | 131.71 |
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| Wells Fargo & Company (WFC) | 0.8 | $4.1M | -7% | 70k | 57.96 |
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| Valmont Industries | 0.7 | $3.8M | 17k | 228.28 |
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| Keysight Technologies (KEYS) | 0.7 | $3.5M | 23k | 156.38 |
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| Apple (AAPL) | 0.7 | $3.5M | +15% | 21k | 171.48 |
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| Brookfield Asset Management (BAM) | 0.6 | $3.1M | -39% | 75k | 42.02 |
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| TJX Companies (TJX) | 0.6 | $3.1M | -2% | 31k | 101.42 |
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| McDonald's Corporation (MCD) | 0.5 | $2.9M | -3% | 10k | 281.95 |
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| Pepsi (PEP) | 0.5 | $2.5M | 15k | 175.01 |
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| Spdr S&p 500 Etf (SPY) | 0.5 | $2.5M | 4.8k | 523.07 |
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| Liberty Media Corp Del Com Ser | 0.4 | $2.2M | -5% | 38k | 58.74 |
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| UnitedHealth (UNH) | 0.4 | $2.0M | 4.1k | 494.70 |
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| U.S. Bancorp (USB) | 0.4 | $2.0M | -3% | 45k | 44.70 |
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| Constellium Se cl a (CSTM) | 0.4 | $1.8M | -4% | 84k | 22.11 |
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| Crimson Wine (CWGL) | 0.4 | $1.8M | -5% | 319k | 5.79 |
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| Markel Corporation (MKL) | 0.3 | $1.7M | -3% | 1.1k | 1521.48 |
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| Esab Corporation (ESAB) | 0.3 | $1.5M | 14k | 110.57 |
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| Procter & Gamble Company (PG) | 0.2 | $1.3M | 7.7k | 162.25 |
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| Diageo (DEO) | 0.2 | $1.3M | -40% | 8.4k | 148.74 |
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| American Express Company (AXP) | 0.2 | $1.2M | 5.4k | 227.69 |
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| Mistras (MG) | 0.2 | $1.1M | -32% | 112k | 9.56 |
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| Abbvie (ABBV) | 0.2 | $1.0M | 5.8k | 182.10 |
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| Bank of America Corporation (BAC) | 0.2 | $983k | 26k | 37.92 |
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| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.2 | $911k | 8.6k | 106.20 |
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| Home Depot (HD) | 0.2 | $878k | +232% | 2.3k | 383.60 |
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| Amgen (AMGN) | 0.2 | $866k | +12% | 3.0k | 284.32 |
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| Costamare Inc. 8.50 Preferred PRD (CMRE.PC) | 0.2 | $842k | 33k | 25.84 |
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| CVS Caremark Corporation (CVS) | 0.2 | $816k | -2% | 10k | 79.76 |
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| Moody's Corporation (MCO) | 0.2 | $814k | 2.1k | 393.03 |
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| Abbott Laboratories (ABT) | 0.1 | $728k | 6.4k | 113.66 |
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| Teleflex Incorporated (TFX) | 0.1 | $645k | 2.9k | 226.17 |
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| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $619k | 8.0k | 77.31 |
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| Amdocs Ltd ord (DOX) | 0.1 | $577k | 6.4k | 90.37 |
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| Colgate-Palmolive Company (CL) | 0.1 | $513k | 5.7k | 90.05 |
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| CarMax (KMX) | 0.1 | $477k | -52% | 5.5k | 87.11 |
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| Wal-Mart Stores (WMT) | 0.1 | $395k | +202% | 6.6k | 60.17 |
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| Dominion Resources (D) | 0.1 | $385k | -8% | 7.8k | 49.19 |
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| Brown-Forman Corporation (BF.A) | 0.1 | $340k | 6.6k | 51.62 |
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| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $308k | -7% | 4.6k | 67.04 |
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| Automatic Data Processing (ADP) | 0.1 | $299k | -7% | 1.2k | 249.74 |
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| Boeing Company (BA) | 0.1 | $292k | -78% | 1.5k | 192.99 |
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| Nextera Energy (NEE) | 0.1 | $275k | 4.3k | 63.91 |
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| Novartis (NVS) | 0.0 | $232k | 2.4k | 96.73 |
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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 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
- Lawson Kroeker Investment Management 2020 Q4 filed Jan. 13, 2021
- Lawson Kroeker Investment Management 2020 Q3 filed Oct. 13, 2020
- Lawson Kroeker Investment Management 2020 Q2 filed July 13, 2020