Lawson Kroeker Investment Management

Lawson Kroeker Investment Management as of Dec. 31, 2024

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