Lawson Kroeker Investment Management as of March 31, 2024
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 | 57k | 578.51 | |
| Berkshire Hathaway (BRK.B) | 6.0 | $32M | 76k | 420.52 | |
| Arthur J. Gallagher & Co. (AJG) | 3.6 | $19M | 76k | 250.04 | |
| Microsoft Corporation (MSFT) | 3.6 | $19M | 45k | 422.06 | |
| AutoZone (AZO) | 3.5 | $18M | 5.8k | 3151.65 | |
| Phillips 66 (PSX) | 3.3 | $18M | 108k | 163.34 | |
| Hca Holdings (HCA) | 3.3 | $17M | 52k | 333.53 | |
| Copart (CPRT) | 3.2 | $17M | 287k | 57.92 | |
| Alphabet Inc Class C cs (GOOG) | 2.9 | $15M | 99k | 152.26 | |
| Charles River Laboratories (CRL) | 2.8 | $15M | 55k | 270.95 | |
| Berkshire Hathaway (BRK.A) | 2.8 | $15M | 23.00 | 634440.00 | |
| Anthem (ELV) | 2.7 | $14M | 27k | 518.54 | |
| AFLAC Incorporated (AFL) | 2.6 | $14M | 162k | 85.86 | |
| Lincoln Electric Holdings (LECO) | 2.6 | $14M | 54k | 255.44 | |
| Fifth Third Ban (FITB) | 2.5 | $13M | 348k | 37.21 | |
| Walt Disney Company (DIS) | 2.4 | $13M | 103k | 122.36 | |
| LKQ Corporation (LKQ) | 2.1 | $11M | 204k | 53.41 | |
| Hershey Company (HSY) | 1.8 | $9.8M | 50k | 194.50 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $9.7M | 17k | 581.21 | |
| Nelnet (NNI) | 1.8 | $9.6M | 102k | 94.65 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 1.8 | $9.5M | 227k | 41.87 | |
| Canadian Pacific Kansas City (CP) | 1.7 | $8.8M | 100k | 88.17 | |
| Johnson & Johnson (JNJ) | 1.6 | $8.5M | 53k | 159.16 | |
| Civitas Resources (CIVI) | 1.6 | $8.2M | 108k | 75.91 | |
| Colfax Corp (ENOV) | 1.5 | $7.8M | 125k | 62.45 | |
| Chevron Corporation (CVX) | 1.4 | $7.4M | 47k | 157.74 | |
| Boston Omaha (BOC) | 1.4 | $7.2M | 466k | 15.46 | |
| MSC Industrial Direct (MSM) | 1.3 | $6.8M | 70k | 97.04 | |
| Coca-Cola Company (KO) | 1.3 | $6.7M | 109k | 61.18 | |
| Pfizer (PFE) | 1.2 | $6.3M | 223k | 28.40 | |
| Dreamfinders Homes (DFH) | 1.2 | $6.3M | 144k | 43.73 | |
| Cullen/Frost Bankers (CFR) | 1.2 | $6.2M | 55k | 112.57 | |
| Accenture (ACN) | 1.2 | $6.2M | 18k | 346.61 | |
| Vulcan Materials Company (VMC) | 1.2 | $6.1M | 22k | 272.92 | |
| First Nat'l Of Nebraska (FINN) | 1.1 | $5.8M | 457.00 | 12600.00 | |
| Asbury Automotive (ABG) | 1.0 | $5.4M | 23k | 235.78 | |
| Waters Corporation (WAT) | 1.0 | $5.3M | 15k | 344.23 | |
| Alphabet Inc Class A cs (GOOGL) | 1.0 | $5.2M | 35k | 150.93 | |
| Dino Polska SA (DNOPY) | 1.0 | $5.0M | 104k | 48.25 | |
| MarineMax (HZO) | 0.9 | $4.8M | 144k | 33.26 | |
| Ross Stores (ROST) | 0.9 | $4.8M | 33k | 146.76 | |
| Canadian Natl Ry (CNI) | 0.8 | $4.4M | 34k | 131.71 | |
| Wells Fargo & Company (WFC) | 0.8 | $4.1M | 70k | 57.96 | |
| Valmont Industries | 0.7 | $3.8M | 17k | 228.28 | |
| Keysight Technologies (KEYS) | 0.7 | $3.5M | 23k | 156.38 | |
| Apple (AAPL) | 0.7 | $3.5M | 21k | 171.48 | |
| Brookfield Asset Management (BAM) | 0.6 | $3.1M | 75k | 42.02 | |
| TJX Companies (TJX) | 0.6 | $3.1M | 31k | 101.42 | |
| McDonald's Corporation (MCD) | 0.5 | $2.9M | 10k | 281.95 | |
| Pepsi (PEP) | 0.5 | $2.5M | 15k | 175.01 | |
| Spdr S&p 500 Etf (SPY) | 0.5 | $2.5M | 4.8k | 523.07 | |
| Liberty Media Corp Del Com Ser | 0.4 | $2.2M | 38k | 58.74 | |
| UnitedHealth (UNH) | 0.4 | $2.0M | 4.1k | 494.70 | |
| U.S. Bancorp (USB) | 0.4 | $2.0M | 45k | 44.70 | |
| Constellium Se cl a (CSTM) | 0.4 | $1.8M | 84k | 22.11 | |
| Crimson Wine (CWGL) | 0.4 | $1.8M | 319k | 5.79 | |
| Markel Corporation (MKL) | 0.3 | $1.7M | 1.1k | 1521.48 | |
| Esab Corporation (ESAB) | 0.3 | $1.5M | 14k | 110.57 | |
| Procter & Gamble Company (PG) | 0.2 | $1.3M | 7.7k | 162.25 | |
| Diageo (DEO) | 0.2 | $1.3M | 8.4k | 148.74 | |
| American Express Company (AXP) | 0.2 | $1.2M | 5.4k | 227.69 | |
| Mistras (MG) | 0.2 | $1.1M | 112k | 9.56 | |
| Abbvie (ABBV) | 0.2 | $1.0M | 5.8k | 182.10 | |
| Bank of America Corporation (BAC) | 0.2 | $983k | 26k | 37.92 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.2 | $911k | 8.6k | 106.20 | |
| Home Depot (HD) | 0.2 | $878k | 2.3k | 383.60 | |
| Amgen (AMGN) | 0.2 | $866k | 3.0k | 284.32 | |
| Costamare Inc. 8.50 Preferred PRD (CMRE.PC) | 0.2 | $842k | 33k | 25.84 | |
| CVS Caremark Corporation (CVS) | 0.2 | $816k | 10k | 79.76 | |
| Moody's Corporation (MCO) | 0.2 | $814k | 2.1k | 393.03 | |
| Abbott Laboratories (ABT) | 0.1 | $728k | 6.4k | 113.66 | |
| Teleflex Incorporated (TFX) | 0.1 | $645k | 2.9k | 226.17 | |
| Vanguard Short Term Corporate Bond ETF (VCSH) | 0.1 | $619k | 8.0k | 77.31 | |
| Amdocs Ltd ord (DOX) | 0.1 | $577k | 6.4k | 90.37 | |
| Colgate-Palmolive Company (CL) | 0.1 | $513k | 5.7k | 90.05 | |
| CarMax (KMX) | 0.1 | $477k | 5.5k | 87.11 | |
| Wal-Mart Stores (WMT) | 0.1 | $395k | 6.6k | 60.17 | |
| Dominion Resources (D) | 0.1 | $385k | 7.8k | 49.19 | |
| Brown-Forman Corporation (BF.A) | 0.1 | $340k | 6.6k | 51.62 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $308k | 4.6k | 67.04 | |
| Automatic Data Processing (ADP) | 0.1 | $299k | 1.2k | 249.74 | |
| Boeing Company (BA) | 0.1 | $292k | 1.5k | 192.99 | |
| Nextera Energy (NEE) | 0.1 | $275k | 4.3k | 63.91 | |
| Novartis (NVS) | 0.0 | $232k | 2.4k | 96.73 |
