Filed: 1/23/2025ACC: 0001013701-25-000001
📋 What this filing means
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE filed this quarterly 13F‑HR report disclosing 91 equity positions with a total reported market value of $531.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
91
Positions
$531.07M
Total AUM (reported)
5.49M
Total Shares
Allocation by class
COM$530.24M99.8%
PRD$831.6K0.2%
Portfolio Concentration
Top 3$105.10M19.8%
4–10$116.33M21.9%
11–25$150.48M28.3%
Rest$159.15M30.0%
Top 3 weight
19.8%
Top 10 weight
41.7%
Voting Authority Distribution
Total shares with voting rights: 5.49M
Sole
Full voting authority
5.46M
shares
% of voting shares99.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
28.45K
shares
% of voting shares0.5%
Investment Discretion (by position count)
Sole91
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings91
Rows:
Texas Pacific Land Corp
SOLEShares46.31K
TypeSH
Market value$51.22M
9.64%
Sole
45.96K
Shared
0.00
None
350.00
Berkshire Hathaway Inc Cl B
SOLEShares74.41K
TypeSH
Market value$33.73M
6.35%
Sole
73.61K
Shared
0.00
None
800.00
Arthur J Gallagher & Co
SOLEShares71.02K
TypeSH
Market value$20.16M
3.80%
Sole
70.22K
Shared
0.00
None
800.00
Microsoft Corp
SOLEShares44.41K
TypeSH
Market value$18.72M
3.52%
Sole
44.01K
Shared
0.00
None
400.00
Alphabet Inc Cl C
SOLEShares98.10K
TypeSH
Market value$18.68M
3.52%
Sole
97.68K
Shared
0.00
None
425.00
Auto Zone Inc
SOLEShares5.74K
TypeSH
Market value$18.36M
3.46%
Sole
5.74K
Shared
0.00
None
0.00
Copart Inc
SOLEShares279.55K
TypeSH
Market value$16.04M
3.02%
Sole
279.55K
Shared
0.00
None
0.00
HCA Healthcare Inc
SOLEShares53.43K
TypeSH
Market value$16.04M
3.02%
Sole
53.20K
Shared
0.00
None
225.00
Berkshire Hathaway Inc Cl A
SOLEShares22.00
TypeSH
Market value$14.98M
2.82%
Sole
22.00
Shared
0.00
None
0.00
Fifth Third Bancorp
SOLEShares319.43K
TypeSH
Market value$13.51M
2.54%
Sole
317.33K
Shared
0.00
None
2.10K
Aflac Inc
SOLEShares129.54K
TypeSH
Market value$13.40M
2.52%
Sole
128.25K
Shared
0.00
None
1.30K
Phillips 66
SOLEShares104.59K
TypeSH
Market value$11.92M
2.24%
Sole
103.69K
Shared
0.00
None
900.00
Elevance Health Inc
SOLEShares32.09K
TypeSH
Market value$11.84M
2.23%
Sole
31.91K
Shared
0.00
None
175.00
Asbury Automotive Group
SOLEShares46.36K
TypeSH
Market value$11.27M
2.12%
Sole
46.03K
Shared
0.00
None
325.00
Brookfield Corporation
SOLEShares192.69K
TypeSH
Market value$11.07M
2.08%
Sole
191.19K
Shared
0.00
None
1.50K
Nelnet
SOLEShares102.96K
TypeSH
Market value$11.00M
2.07%
Sole
102.46K
Shared
0.00
None
500.00
Disney Walt
SOLEShares97K
TypeSH
Market value$10.80M
2.03%
Sole
96.14K
Shared
0.00
None
850.00
Charles River Labs Int'l
SOLEShares55.04K
TypeSH
Market value$10.16M
1.91%
Sole
54.74K
Shared
0.00
None
300.00
Lincoln Electric Holdings Inc
SOLEShares52.94K
TypeSH
Market value$9.93M
1.87%
Sole
52.54K
Shared
0.00
None
400.00
Enovis Corp
SOLEShares215.44K
TypeSH
Market value$9.45M
1.78%
Sole
214.01K
Shared
0.00
None
1.43K
Hershey Foods Corp
SOLEShares54.41K
TypeSH
Market value$9.21M
1.74%
Sole
54.09K
Shared
0.00
None
325.00
Thermo Fisher Corp
SOLEShares15.76K
TypeSH
Market value$8.20M
1.54%
Sole
15.46K
Shared
0.00
None
300.00
Johnson & Johnson
SOLEShares52.40K
TypeSH
Market value$7.58M
1.43%
Sole
52.40K
Shared
0.00
None
0.00
Civitas Resources Inc.
SOLEShares163.26K
TypeSH
Market value$7.49M
1.41%
Sole
162.16K
Shared
0.00
None
1.10K
Cullen/Frost Bankers, Inc.
SOLEShares53.46K
TypeSH
Market value$7.18M
1.35%
Sole
52.96K
Shared
0.00
None
500.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Texas Pacific Land CorpSOLE | COM | 46.31K | SH | $51.22M 9.64% | 45.96K | 0.00 | 350.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 74.41K | SH | $33.73M 6.35% | 73.61K | 0.00 | 800.00 |
Arthur J Gallagher & CoSOLE | COM | 71.02K | SH | $20.16M 3.80% | 70.22K | 0.00 | 800.00 |
Microsoft CorpSOLE | COM | 44.41K | SH | $18.72M 3.52% | 44.01K | 0.00 | 400.00 |
Alphabet Inc Cl CSOLE | COM | 98.10K | SH | $18.68M 3.52% | 97.68K | 0.00 | 425.00 |
Auto Zone IncSOLE | COM | 5.74K | SH | $18.36M 3.46% | 5.74K | 0.00 | 0.00 |
Copart IncSOLE | COM | 279.55K | SH | $16.04M 3.02% | 279.55K | 0.00 | 0.00 |
HCA Healthcare IncSOLE | COM | 53.43K | SH | $16.04M 3.02% | 53.20K | 0.00 | 225.00 |
Berkshire Hathaway Inc Cl ASOLE | COM | 22.00 | SH | $14.98M 2.82% | 22.00 | 0.00 | 0.00 |
Fifth Third BancorpSOLE | COM | 319.43K | SH | $13.51M 2.54% | 317.33K | 0.00 | 2.10K |
Aflac IncSOLE | COM | 129.54K | SH | $13.40M 2.52% | 128.25K | 0.00 | 1.30K |
Phillips 66SOLE | COM | 104.59K | SH | $11.92M 2.24% | 103.69K | 0.00 | 900.00 |
Elevance Health IncSOLE | COM | 32.09K | SH | $11.84M 2.23% | 31.91K | 0.00 | 175.00 |
Asbury Automotive GroupSOLE | COM | 46.36K | SH | $11.27M 2.12% | 46.03K | 0.00 | 325.00 |
Brookfield CorporationSOLE | COM | 192.69K | SH | $11.07M 2.08% | 191.19K | 0.00 | 1.50K |
NelnetSOLE | COM | 102.96K | SH | $11.00M 2.07% | 102.46K | 0.00 | 500.00 |
Disney WaltSOLE | COM | 97K | SH | $10.80M 2.03% | 96.14K | 0.00 | 850.00 |
Charles River Labs Int'lSOLE | COM | 55.04K | SH | $10.16M 1.91% | 54.74K | 0.00 | 300.00 |
Lincoln Electric Holdings IncSOLE | COM | 52.94K | SH | $9.93M 1.87% | 52.54K | 0.00 | 400.00 |
Enovis CorpSOLE | COM | 215.44K | SH | $9.45M 1.78% | 214.01K | 0.00 | 1.43K |
Hershey Foods CorpSOLE | COM | 54.41K | SH | $9.21M 1.74% | 54.09K | 0.00 | 325.00 |
Thermo Fisher CorpSOLE | COM | 15.76K | SH | $8.20M 1.54% | 15.46K | 0.00 | 300.00 |
Johnson & JohnsonSOLE | COM | 52.40K | SH | $7.58M 1.43% | 52.40K | 0.00 | 0.00 |
Civitas Resources Inc.SOLE | COM | 163.26K | SH | $7.49M 1.41% | 162.16K | 0.00 | 1.10K |
Cullen/Frost Bankers, Inc.SOLE | COM | 53.46K | SH | $7.18M 1.35% | 52.96K | 0.00 | 500.00 |
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