Lawson Kroeker Investment Management

Lawson Kroeker Investment Management as of March 31, 2025

Portfolio Holdings for Lawson Kroeker Investment Management

Lawson Kroeker Investment Management holds 89 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Texas Pacific Land Corp (TPL) 10.0 $54M 41k 1324.99
Berkshire Hathaway (BRK.B) 7.3 $40M 75k 532.58
Arthur J. Gallagher & Co. (AJG) 4.3 $24M 68k 345.24
AutoZone (AZO) 3.8 $21M 5.4k 3812.78
Hca Holdings (HCA) 3.4 $18M 53k 345.55
Phillips 66 (PSX) 3.3 $18M 143k 123.48
Microsoft Corporation (MSFT) 3.1 $17M 44k 375.39
Berkshire Hathaway (BRK.A) 2.9 $16M 20.00 798441.60
Copart (CPRT) 2.8 $15M 269k 56.59
Alphabet Inc Class C cs (GOOG) 2.8 $15M 97k 156.23
Anthem (ELV) 2.7 $15M 34k 434.96
AFLAC Incorporated (AFL) 2.6 $14M 129k 111.19
Fifth Third Ban (FITB) 2.3 $12M 312k 39.20
Nelnet (NNI) 2.1 $11M 101k 110.93
Asbury Automotive (ABG) 1.9 $11M 47k 220.84
Lincoln Electric Holdings (LECO) 1.8 $10M 53k 189.16
Walt Disney Company (DIS) 1.8 $9.6M 97k 98.70
Brookfield Corp Cl A Ltd Vt Sh (BN) 1.8 $9.5M 182k 52.41
Hershey Company (HSY) 1.7 $9.5M 55k 171.03
Bruker Corporation (BRKR) 1.6 $8.7M 208k 41.74
Johnson & Johnson (JNJ) 1.6 $8.7M 52k 165.84
Charles River Laboratories (CRL) 1.6 $8.4M 56k 150.52
Colfax Corp (ENOV) 1.5 $8.2M 214k 38.21
Thermo Fisher Scientific (TMO) 1.4 $7.7M 16k 497.60
Coca-Cola Company (KO) 1.4 $7.7M 107k 71.62
Boston Omaha (BOC) 1.3 $6.9M 476k 14.58
Canadian Pacific Kansas City (CP) 1.3 $6.9M 98k 70.21
Cullen/Frost Bankers (CFR) 1.2 $6.7M 54k 125.20
Dino Polska SA (DNOPY) 1.2 $6.6M 115k 57.66
MSC Industrial Direct (MSM) 1.1 $5.9M 76k 77.67
LKQ Corporation (LKQ) 1.1 $5.8M 137k 42.54
Sky Harbour Group Corporatio (SKYH) 1.1 $5.7M 438k 13.01
Chevron Corporation (CVX) 1.0 $5.6M 33k 167.29
Pfizer (PFE) 1.0 $5.3M 210k 25.34
Accenture (ACN) 1.0 $5.3M 17k 312.04
First Nat'l Of Nebraska (FINN) 0.9 $5.0M 415.00 12000.00
Civitas Resources (CIVI) 0.9 $4.9M 142k 34.89
Vulcan Materials Company (VMC) 0.9 $4.9M 21k 233.30
Alphabet Inc Class A cs (GOOGL) 0.9 $4.8M 31k 154.64
Ross Stores (ROST) 0.7 $4.0M 32k 127.79
Apple (AAPL) 0.7 $4.0M 18k 222.13
Waters Corporation (WAT) 0.7 $3.9M 11k 368.57
Canadian Natl Ry (CNI) 0.6 $3.4M 35k 97.46
TJX Companies (TJX) 0.6 $3.4M 28k 121.80
Keysight Technologies (KEYS) 0.6 $3.2M 21k 149.77
Brookfield Asset Management (BAM) 0.6 $3.1M 65k 48.45
Dreamfinders Homes (DFH) 0.6 $3.0M 134k 22.56
McDonald's Corporation (MCD) 0.6 $3.0M 9.7k 312.37
Spdr S&p 500 Etf (SPY) 0.5 $2.8M 5.1k 559.39
MarineMax (HZO) 0.5 $2.8M 130k 21.50
Liberty Media Corp Del Com Ser 0.5 $2.7M 33k 81.47
Pepsi (PEP) 0.5 $2.5M 17k 149.94
Valmont Industries 0.4 $2.4M 8.5k 285.37
UnitedHealth (UNH) 0.4 $2.1M 4.1k 523.75
Wells Fargo & Company (WFC) 0.4 $2.0M 28k 71.79
Markel Corporation (MKL) 0.4 $2.0M 1.1k 1869.61
U.S. Bancorp (USB) 0.4 $1.9M 46k 42.22
Crimson Wine (CWGL) 0.3 $1.6M 285k 5.76
Esab Corporation (ESAB) 0.3 $1.5M 13k 116.50
American Express Company (AXP) 0.3 $1.4M 5.3k 269.05
Procter & Gamble Company (PG) 0.2 $1.2M 7.3k 170.42
Abbvie (ABBV) 0.2 $1.2M 5.7k 209.52
Costco Wholesale Corporation (COST) 0.2 $1.1M 1.2k 945.78
Bank of America Corporation (BAC) 0.2 $1.1M 26k 41.73
Moody's Corporation (MCO) 0.2 $964k 2.1k 465.69
Amgen (AMGN) 0.2 $911k 2.9k 311.55
Costamare Inc. 8.50 Preferred PRD (CMRE.PC) 0.2 $846k 32k 26.14
Home Depot (HD) 0.2 $839k 2.3k 366.49
Abbott Laboratories (ABT) 0.2 $824k 6.2k 132.65
Nestle SA Reg Shs. Ser. B Spons (NSRGY) 0.1 $773k 7.7k 100.98
Constellium Se cl a (CSTM) 0.1 $766k 76k 10.09
CVS Caremark Corporation (CVS) 0.1 $600k 8.9k 67.75
Amazon (AMZN) 0.1 $507k 2.7k 190.26
Dominion Resources (D) 0.1 $505k 9.0k 56.07
Colgate-Palmolive Company (CL) 0.1 $463k 4.9k 93.70
Wal-Mart Stores (WMT) 0.1 $454k 5.2k 87.79
Shell Adr Each Rep 2 Ord Wi (SHEL) 0.1 $395k 5.4k 73.28
Automatic Data Processing (ADP) 0.1 $366k 1.2k 305.53
Diageo (DEO) 0.1 $360k 3.4k 104.79
iShares S&P 500 Index (IVV) 0.1 $344k 612.00 561.90
Exxon Mobil Corporation (XOM) 0.1 $297k 2.5k 118.93
Sunopta (STKL) 0.1 $280k 58k 4.86
Amdocs Ltd ord (DOX) 0.1 $276k 3.0k 91.50
Novartis (NVS) 0.0 $268k 2.4k 111.48
CarMax (KMX) 0.0 $267k 3.4k 77.92
JPMorgan Chase & Co. (JPM) 0.0 $256k 1.0k 245.30
Duke Energy (DUK) 0.0 $243k 2.0k 121.97
Mistras (MG) 0.0 $226k 21k 10.58
Nextera Energy (NEE) 0.0 $213k 3.0k 70.89