Filed: 4/20/2023ACC: 0001013701-23-000004
📋 What this filing means
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE filed this quarterly 13F‑HR report disclosing 88 equity positions with a total reported market value of $445.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
88
Positions
$445.49M
Total AUM (reported)
5.66M
Total Shares
Allocation by class
COM$442.59M99.3%
ETF$2.11M0.5%
PRD$782.6K0.2%
Portfolio Concentration
Top 3$70.96M15.9%
4–10$86.91M19.5%
11–25$136.31M30.6%
Rest$151.30M34.0%
Top 3 weight
15.9%
Top 10 weight
35.4%
Voting Authority Distribution
Total shares with voting rights: 5.66M
Sole
Full voting authority
5.63M
shares
% of voting shares99.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
28.40K
shares
% of voting shares0.5%
Investment Discretion (by position count)
Sole88
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings88
Rows:
Texas Pacific Land Corp
SOLEShares19.06K
TypeSH
Market value$32.42M
7.28%
Sole
18.84K
Shared
0.00
None
225.00
Berkshire Hathaway Inc Cl B
SOLEShares75.27K
TypeSH
Market value$23.24M
5.22%
Sole
74.37K
Shared
0.00
None
900.00
Arthur J Gallagher & Co
SOLEShares79.98K
TypeSH
Market value$15.30M
3.43%
Sole
79.03K
Shared
0.00
None
950.00
Auto Zone Inc
SOLEShares5.91K
TypeSH
Market value$14.53M
3.26%
Sole
5.91K
Shared
0.00
None
0.00
Microsoft Corp
SOLEShares46.61K
TypeSH
Market value$13.44M
3.02%
Sole
46.21K
Shared
0.00
None
400.00
Hershey Foods Corp
SOLEShares49.53K
TypeSH
Market value$12.60M
2.83%
Sole
49.20K
Shared
0.00
None
325.00
Copart Inc
SOLEShares158.58K
TypeSH
Market value$11.93M
2.68%
Sole
158.58K
Shared
0.00
None
0.00
Lincoln Electric Holdings Inc
SOLEShares69.11K
TypeSH
Market value$11.69M
2.62%
Sole
68.06K
Shared
0.00
None
1.05K
Berkshire Hathaway Inc Cl A
SOLEShares25.00
TypeSH
Market value$11.64M
2.61%
Sole
25.00
Shared
0.00
None
0.00
Charles River Labs Int'l
SOLEShares54.94K
TypeSH
Market value$11.09M
2.49%
Sole
54.64K
Shared
0.00
None
300.00
Phillips 66
SOLEShares107.30K
TypeSH
Market value$10.88M
2.44%
Sole
106.40K
Shared
0.00
None
900.00
Boston Omaha Corp
SOLEShares457.40K
TypeSH
Market value$10.83M
2.43%
Sole
457.40K
Shared
0.00
None
0.00
Aflac Inc
SOLEShares165.81K
TypeSH
Market value$10.70M
2.40%
Sole
164.31K
Shared
0.00
None
1.50K
Disney Walt
SOLEShares106.65K
TypeSH
Market value$10.68M
2.40%
Sole
105.80K
Shared
0.00
None
850.00
Alphabet Inc CL C
SOLEShares100.08K
TypeSH
Market value$10.41M
2.34%
Sole
99.66K
Shared
0.00
None
425.00
Pfizer Inc
SOLEShares237.79K
TypeSH
Market value$9.70M
2.18%
Sole
235.17K
Shared
0.00
None
2.63K
Thermo Fisher Corp
SOLEShares16.78K
TypeSH
Market value$9.67M
2.17%
Sole
16.41K
Shared
0.00
None
375.00
Brookfield Corporation
SOLEShares287.38K
TypeSH
Market value$9.37M
2.10%
Sole
284.98K
Shared
0.00
None
2.40K
Fifth Third Bancorp
SOLEShares345.60K
TypeSH
Market value$9.21M
2.07%
Sole
343.50K
Shared
0.00
None
2.10K
Johnson & Johnson
SOLEShares55.25K
TypeSH
Market value$8.56M
1.92%
Sole
55.25K
Shared
0.00
None
0.00
Canadian Pacific Railway
SOLEShares103.46K
TypeSH
Market value$7.96M
1.79%
Sole
102.09K
Shared
0.00
None
1.37K
Chevron Corp
SOLEShares45.99K
TypeSH
Market value$7.50M
1.68%
Sole
45.35K
Shared
0.00
None
640.00
Gildan Activewear, Inc.
SOLEShares217.44K
TypeSH
Market value$7.22M
1.62%
Sole
217.44K
Shared
0.00
None
0.00
LKQ Corporation
SOLEShares120.32K
TypeSH
Market value$6.83M
1.53%
Sole
119.37K
Shared
0.00
None
950.00
Coca Cola Co
SOLEShares109.70K
TypeSH
Market value$6.80M
1.53%
Sole
109.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Texas Pacific Land CorpSOLE | COM | 19.06K | SH | $32.42M 7.28% | 18.84K | 0.00 | 225.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 75.27K | SH | $23.24M 5.22% | 74.37K | 0.00 | 900.00 |
Arthur J Gallagher & CoSOLE | COM | 79.98K | SH | $15.30M 3.43% | 79.03K | 0.00 | 950.00 |
Auto Zone IncSOLE | COM | 5.91K | SH | $14.53M 3.26% | 5.91K | 0.00 | 0.00 |
Microsoft CorpSOLE | COM | 46.61K | SH | $13.44M 3.02% | 46.21K | 0.00 | 400.00 |
Hershey Foods CorpSOLE | COM | 49.53K | SH | $12.60M 2.83% | 49.20K | 0.00 | 325.00 |
Copart IncSOLE | COM | 158.58K | SH | $11.93M 2.68% | 158.58K | 0.00 | 0.00 |
Lincoln Electric Holdings IncSOLE | COM | 69.11K | SH | $11.69M 2.62% | 68.06K | 0.00 | 1.05K |
Berkshire Hathaway Inc Cl ASOLE | COM | 25.00 | SH | $11.64M 2.61% | 25.00 | 0.00 | 0.00 |
Charles River Labs Int'lSOLE | COM | 54.94K | SH | $11.09M 2.49% | 54.64K | 0.00 | 300.00 |
Phillips 66SOLE | COM | 107.30K | SH | $10.88M 2.44% | 106.40K | 0.00 | 900.00 |
Boston Omaha CorpSOLE | COM | 457.40K | SH | $10.83M 2.43% | 457.40K | 0.00 | 0.00 |
Aflac IncSOLE | COM | 165.81K | SH | $10.70M 2.40% | 164.31K | 0.00 | 1.50K |
Disney WaltSOLE | COM | 106.65K | SH | $10.68M 2.40% | 105.80K | 0.00 | 850.00 |
Alphabet Inc CL CSOLE | COM | 100.08K | SH | $10.41M 2.34% | 99.66K | 0.00 | 425.00 |
Pfizer IncSOLE | COM | 237.79K | SH | $9.70M 2.18% | 235.17K | 0.00 | 2.63K |
Thermo Fisher CorpSOLE | COM | 16.78K | SH | $9.67M 2.17% | 16.41K | 0.00 | 375.00 |
Brookfield CorporationSOLE | COM | 287.38K | SH | $9.37M 2.10% | 284.98K | 0.00 | 2.40K |
Fifth Third BancorpSOLE | COM | 345.60K | SH | $9.21M 2.07% | 343.50K | 0.00 | 2.10K |
Johnson & JohnsonSOLE | COM | 55.25K | SH | $8.56M 1.92% | 55.25K | 0.00 | 0.00 |
Canadian Pacific RailwaySOLE | COM | 103.46K | SH | $7.96M 1.79% | 102.09K | 0.00 | 1.37K |
Chevron CorpSOLE | COM | 45.99K | SH | $7.50M 1.68% | 45.35K | 0.00 | 640.00 |
Gildan Activewear, Inc.SOLE | COM | 217.44K | SH | $7.22M 1.62% | 217.44K | 0.00 | 0.00 |
LKQ CorporationSOLE | COM | 120.32K | SH | $6.83M 1.53% | 119.37K | 0.00 | 950.00 |
Coca Cola CoSOLE | COM | 109.70K | SH | $6.80M 1.53% | 109.70K | 0.00 | 0.00 |
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