Filed: 4/28/2025ACC: 0001013701-25-000002
📋 What this filing means
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE filed this quarterly 13F‑HR report disclosing 89 equity positions with a total reported market value of $541.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
89
Positions
$541.87M
Total AUM (reported)
5.54M
Total Shares
Allocation by class
COM$541.02M99.8%
PRD$845.9K0.2%
Portfolio Concentration
Top 3$117.31M21.6%
4–10$119.37M22.0%
11–25$150.91M27.9%
Rest$154.27M28.5%
Top 3 weight
21.6%
Top 10 weight
43.7%
Voting Authority Distribution
Total shares with voting rights: 5.54M
Sole
Full voting authority
5.51M
shares
% of voting shares99.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
29.40K
shares
% of voting shares0.5%
Investment Discretion (by position count)
Sole89
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings89
Rows:
Texas Pacific Land Corp
SOLEShares40.77K
TypeSH
Market value$54.03M
9.97%
Sole
40.50K
Shared
0.00
None
275.00
Berkshire Hathaway Inc Cl B
SOLEShares74.57K
TypeSH
Market value$39.71M
7.33%
Sole
73.77K
Shared
0.00
None
800.00
Arthur J Gallagher & Co
SOLEShares68.26K
TypeSH
Market value$23.57M
4.35%
Sole
67.46K
Shared
0.00
None
800.00
Auto Zone Inc
SOLEShares5.38K
TypeSH
Market value$20.51M
3.79%
Sole
5.38K
Shared
0.00
None
0.00
HCA Healthcare Inc
SOLEShares52.70K
TypeSH
Market value$18.21M
3.36%
Sole
52.47K
Shared
0.00
None
225.00
Phillips 66
SOLEShares142.74K
TypeSH
Market value$17.63M
3.25%
Sole
141.84K
Shared
0.00
None
900.00
Microsoft Corp
SOLEShares44.28K
TypeSH
Market value$16.62M
3.07%
Sole
43.88K
Shared
0.00
None
400.00
Berkshire Hathaway Inc Cl A
SOLEShares20.00
TypeSH
Market value$15.97M
2.95%
Sole
20.00
Shared
0.00
None
0.00
Copart Inc
SOLEShares269.42K
TypeSH
Market value$15.25M
2.81%
Sole
269.42K
Shared
0.00
None
0.00
Alphabet Inc Cl C
SOLEShares97.23K
TypeSH
Market value$15.19M
2.80%
Sole
96.81K
Shared
0.00
None
425.00
Elevance Health Inc
SOLEShares33.81K
TypeSH
Market value$14.70M
2.71%
Sole
33.63K
Shared
0.00
None
175.00
Aflac Inc
SOLEShares129.12K
TypeSH
Market value$14.36M
2.65%
Sole
127.82K
Shared
0.00
None
1.30K
Fifth Third Bancorp
SOLEShares312.18K
TypeSH
Market value$12.24M
2.26%
Sole
310.08K
Shared
0.00
None
2.10K
Nelnet
SOLEShares101.14K
TypeSH
Market value$11.22M
2.07%
Sole
100.64K
Shared
0.00
None
500.00
Asbury Automotive Group
SOLEShares47.38K
TypeSH
Market value$10.46M
1.93%
Sole
47.05K
Shared
0.00
None
325.00
Lincoln Electric Holdings Inc
SOLEShares52.88K
TypeSH
Market value$10.00M
1.85%
Sole
52.48K
Shared
0.00
None
400.00
Disney Walt
SOLEShares97.22K
TypeSH
Market value$9.60M
1.77%
Sole
96.38K
Shared
0.00
None
850.00
Brookfield Corporation
SOLEShares181.90K
TypeSH
Market value$9.53M
1.76%
Sole
180.40K
Shared
0.00
None
1.50K
Hershey Foods Corp
SOLEShares55.26K
TypeSH
Market value$9.45M
1.74%
Sole
54.93K
Shared
0.00
None
325.00
Bruker Corp
SOLEShares208.31K
TypeSH
Market value$8.69M
1.60%
Sole
207.28K
Shared
0.00
None
1.02K
Johnson & Johnson
SOLEShares52.24K
TypeSH
Market value$8.66M
1.60%
Sole
52.24K
Shared
0.00
None
0.00
Charles River Labs Int'l
SOLEShares55.99K
TypeSH
Market value$8.43M
1.56%
Sole
55.69K
Shared
0.00
None
300.00
Enovis Corp
SOLEShares213.67K
TypeSH
Market value$8.16M
1.51%
Sole
212.24K
Shared
0.00
None
1.43K
Thermo Fisher Corp
SOLEShares15.50K
TypeSH
Market value$7.71M
1.42%
Sole
15.20K
Shared
0.00
None
300.00
Coca Cola Co
SOLEShares107.34K
TypeSH
Market value$7.69M
1.42%
Sole
107.34K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Texas Pacific Land CorpSOLE | COM | 40.77K | SH | $54.03M 9.97% | 40.50K | 0.00 | 275.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 74.57K | SH | $39.71M 7.33% | 73.77K | 0.00 | 800.00 |
Arthur J Gallagher & CoSOLE | COM | 68.26K | SH | $23.57M 4.35% | 67.46K | 0.00 | 800.00 |
Auto Zone IncSOLE | COM | 5.38K | SH | $20.51M 3.79% | 5.38K | 0.00 | 0.00 |
HCA Healthcare IncSOLE | COM | 52.70K | SH | $18.21M 3.36% | 52.47K | 0.00 | 225.00 |
Phillips 66SOLE | COM | 142.74K | SH | $17.63M 3.25% | 141.84K | 0.00 | 900.00 |
Microsoft CorpSOLE | COM | 44.28K | SH | $16.62M 3.07% | 43.88K | 0.00 | 400.00 |
Berkshire Hathaway Inc Cl ASOLE | COM | 20.00 | SH | $15.97M 2.95% | 20.00 | 0.00 | 0.00 |
Copart IncSOLE | COM | 269.42K | SH | $15.25M 2.81% | 269.42K | 0.00 | 0.00 |
Alphabet Inc Cl CSOLE | COM | 97.23K | SH | $15.19M 2.80% | 96.81K | 0.00 | 425.00 |
Elevance Health IncSOLE | COM | 33.81K | SH | $14.70M 2.71% | 33.63K | 0.00 | 175.00 |
Aflac IncSOLE | COM | 129.12K | SH | $14.36M 2.65% | 127.82K | 0.00 | 1.30K |
Fifth Third BancorpSOLE | COM | 312.18K | SH | $12.24M 2.26% | 310.08K | 0.00 | 2.10K |
NelnetSOLE | COM | 101.14K | SH | $11.22M 2.07% | 100.64K | 0.00 | 500.00 |
Asbury Automotive GroupSOLE | COM | 47.38K | SH | $10.46M 1.93% | 47.05K | 0.00 | 325.00 |
Lincoln Electric Holdings IncSOLE | COM | 52.88K | SH | $10.00M 1.85% | 52.48K | 0.00 | 400.00 |
Disney WaltSOLE | COM | 97.22K | SH | $9.60M 1.77% | 96.38K | 0.00 | 850.00 |
Brookfield CorporationSOLE | COM | 181.90K | SH | $9.53M 1.76% | 180.40K | 0.00 | 1.50K |
Hershey Foods CorpSOLE | COM | 55.26K | SH | $9.45M 1.74% | 54.93K | 0.00 | 325.00 |
Bruker CorpSOLE | COM | 208.31K | SH | $8.69M 1.60% | 207.28K | 0.00 | 1.02K |
Johnson & JohnsonSOLE | COM | 52.24K | SH | $8.66M 1.60% | 52.24K | 0.00 | 0.00 |
Charles River Labs Int'lSOLE | COM | 55.99K | SH | $8.43M 1.56% | 55.69K | 0.00 | 300.00 |
Enovis CorpSOLE | COM | 213.67K | SH | $8.16M 1.51% | 212.24K | 0.00 | 1.43K |
Thermo Fisher CorpSOLE | COM | 15.50K | SH | $7.71M 1.42% | 15.20K | 0.00 | 300.00 |
Coca Cola CoSOLE | COM | 107.34K | SH | $7.69M 1.42% | 107.34K | 0.00 | 0.00 |
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