Lawson Kroeker Investment Management as of Sept. 30, 2024
Portfolio Holdings for Lawson Kroeker Investment Management
Lawson Kroeker Investment Management holds 88 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Texas Pacific Land Corp (TPL) | 8.0 | $44M | 50k | 884.74 | |
| Berkshire Hathaway (BRK.B) | 6.3 | $34M | 75k | 460.26 | |
| Hca Holdings (HCA) | 3.9 | $22M | 53k | 406.43 | |
| Arthur J. Gallagher & Co. (AJG) | 3.7 | $21M | 73k | 281.37 | |
| Microsoft Corporation (MSFT) | 3.5 | $19M | 45k | 430.30 | |
| AutoZone (AZO) | 3.3 | $18M | 5.8k | 3150.04 | |
| AFLAC Incorporated (AFL) | 3.2 | $17M | 155k | 111.80 | |
| Alphabet Inc Class C cs (GOOG) | 3.0 | $17M | 100k | 167.19 | |
| Berkshire Hathaway (BRK.A) | 2.9 | $16M | 23.00 | 691180.00 | |
| Copart (CPRT) | 2.7 | $15M | 284k | 52.40 | |
| Fifth Third Ban (FITB) | 2.7 | $15M | 343k | 42.84 | |
| Anthem (ELV) | 2.6 | $14M | 28k | 520.00 | |
| Phillips 66 (PSX) | 2.5 | $14M | 106k | 131.45 | |
| Nelnet (NNI) | 2.1 | $12M | 103k | 113.28 | |
| Asbury Automotive (ABG) | 2.0 | $11M | 47k | 238.59 | |
| Charles River Laboratories (CRL) | 2.0 | $11M | 57k | 196.97 | |
| Brookfield Corp Cl A Ltd Vt Sh (BN) | 2.0 | $11M | 205k | 53.15 | |
| Lincoln Electric Holdings (LECO) | 1.9 | $10M | 54k | 192.02 | |
| Thermo Fisher Scientific (TMO) | 1.8 | $10M | 16k | 618.57 | |
| Walt Disney Company (DIS) | 1.8 | $9.7M | 101k | 96.19 | |
| Hershey Company (HSY) | 1.7 | $9.5M | 50k | 191.78 | |
| Colfax Corp (ENOV) | 1.7 | $9.4M | 218k | 43.05 | |
| Civitas Resources (CIVI) | 1.6 | $8.9M | 177k | 50.67 | |
| Johnson & Johnson (JNJ) | 1.6 | $8.7M | 53k | 162.06 | |
| Canadian Pacific Kansas City (CP) | 1.5 | $8.4M | 99k | 85.54 | |
| LKQ Corporation (LKQ) | 1.5 | $8.4M | 210k | 39.92 | |
| Coca-Cola Company (KO) | 1.4 | $7.8M | 108k | 71.86 | |
| Boston Omaha (BOC) | 1.3 | $7.3M | 493k | 14.87 | |
| Pfizer (PFE) | 1.2 | $6.3M | 218k | 28.94 | |
| Accenture (ACN) | 1.1 | $6.3M | 18k | 353.48 | |
| MSC Industrial Direct (MSM) | 1.1 | $6.3M | 73k | 86.06 | |
| Cullen/Frost Bankers (CFR) | 1.1 | $6.1M | 54k | 111.86 | |
| Dino Polska SA (DNOPY) | 1.0 | $5.7M | 122k | 46.45 | |
| Alphabet Inc Class A cs (GOOGL) | 1.0 | $5.6M | 34k | 165.85 | |
| Waters Corporation (WAT) | 1.0 | $5.5M | 15k | 359.89 | |
| First Nat'l Of Nebraska (FINN) | 1.0 | $5.4M | 451.00 | 12000.00 | |
| Vulcan Materials Company (VMC) | 1.0 | $5.4M | 22k | 250.43 | |
| Dreamfinders Homes (DFH) | 0.9 | $5.2M | 143k | 36.21 | |
| Chevron Corporation (CVX) | 0.9 | $5.1M | 35k | 147.27 | |
| MarineMax (HZO) | 0.9 | $4.9M | 138k | 35.27 | |
| Ross Stores (ROST) | 0.9 | $4.9M | 32k | 150.51 | |
| Apple (AAPL) | 0.9 | $4.7M | 20k | 233.00 | |
| Canadian Natl Ry (CNI) | 0.7 | $3.9M | 33k | 117.15 | |
| TJX Companies (TJX) | 0.6 | $3.5M | 30k | 117.54 | |
| Keysight Technologies (KEYS) | 0.6 | $3.5M | 22k | 158.93 | |
| Valmont Industries | 0.6 | $3.4M | 12k | 289.95 | |
| Wells Fargo & Company (WFC) | 0.6 | $3.4M | 60k | 56.49 | |
| Brookfield Asset Management (BAM) | 0.6 | $3.3M | 70k | 47.29 | |
| McDonald's Corporation (MCD) | 0.5 | $3.0M | 9.8k | 304.51 | |
| Liberty Media Corp Del Com Ser | 0.5 | $2.6M | 37k | 71.53 | |
| Pepsi (PEP) | 0.4 | $2.4M | 14k | 170.05 | |
| UnitedHealth (UNH) | 0.4 | $2.4M | 4.1k | 584.68 | |
| U.S. Bancorp (USB) | 0.4 | $2.0M | 44k | 45.73 | |
| Crimson Wine (CWGL) | 0.3 | $1.9M | 299k | 6.31 | |
| Sky Harbour Group Corporatio (SKYH) | 0.3 | $1.9M | 169k | 11.04 | |
| Markel Corporation (MKL) | 0.3 | $1.7M | 1.1k | 1568.58 | |
| Esab Corporation (ESAB) | 0.3 | $1.5M | 14k | 106.31 | |
| American Express Company (AXP) | 0.3 | $1.5M | 5.5k | 271.20 | |
| Procter & Gamble Company (PG) | 0.2 | $1.3M | 7.6k | 173.20 | |
| Constellium Se cl a (CSTM) | 0.2 | $1.3M | 79k | 16.26 | |
| Mistras (MG) | 0.2 | $1.2M | 107k | 11.37 | |
| Abbvie (ABBV) | 0.2 | $1.1M | 5.7k | 197.48 | |
| Costco Wholesale Corporation (COST) | 0.2 | $1.0M | 1.2k | 886.52 | |
| Bank of America Corporation (BAC) | 0.2 | $1.0M | 26k | 39.68 | |
| Amgen (AMGN) | 0.2 | $989k | 3.1k | 322.21 | |
| Moody's Corporation (MCO) | 0.2 | $982k | 2.1k | 474.59 | |
| Home Depot (HD) | 0.2 | $928k | 2.3k | 405.20 | |
| Costamare Inc. 8.50 Preferred PRD (CMRE.PC) | 0.2 | $870k | 32k | 26.89 | |
| Nestle SA Reg Shs. Ser. B Spons (NSRGY) | 0.1 | $821k | 8.2k | 100.72 | |
| Diageo (DEO) | 0.1 | $809k | 5.8k | 140.34 | |
| Wal-Mart Stores (WMT) | 0.1 | $756k | 9.4k | 80.75 | |
| Abbott Laboratories (ABT) | 0.1 | $708k | 6.2k | 114.01 | |
| Teleflex Incorporated (TFX) | 0.1 | $705k | 2.9k | 247.32 | |
| CVS Caremark Corporation (CVS) | 0.1 | $557k | 8.9k | 62.88 | |
| Colgate-Palmolive Company (CL) | 0.1 | $539k | 5.2k | 103.81 | |
| Amdocs Ltd ord (DOX) | 0.1 | $528k | 6.0k | 87.48 | |
| Amazon (AMZN) | 0.1 | $498k | 2.7k | 186.33 | |
| Sunopta (STKL) | 0.1 | $479k | 75k | 6.38 | |
| Dominion Resources (D) | 0.1 | $428k | 7.4k | 57.79 | |
| Shell Adr Each Rep 2 Ord Wi (SHEL) | 0.1 | $388k | 5.9k | 65.95 | |
| CarMax (KMX) | 0.1 | $361k | 4.7k | 77.38 | |
| Tandem Diabetes Care | 0.1 | $361k | 8.5k | 42.41 | |
| Exxon Mobil Corporation (XOM) | 0.1 | $352k | 3.0k | 117.22 | |
| Automatic Data Processing (ADP) | 0.1 | $332k | 1.2k | 276.73 | |
| JPMorgan Chase & Co. (JPM) | 0.1 | $325k | 1.5k | 210.86 | |
| Novartis (NVS) | 0.1 | $281k | 2.4k | 115.02 | |
| Nextera Energy (NEE) | 0.0 | $254k | 3.0k | 84.53 | |
| Duke Energy (DUK) | 0.0 | $230k | 2.0k | 115.30 |
