Filed: 7/25/2025ACC: 0001013701-25-000004
📋 What this filing means
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE filed this quarterly 13F‑HR report disclosing 97 equity positions with a total reported market value of $537.58M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
97
Positions
$537.58M
Total AUM (reported)
5.68M
Total Shares
Allocation by class
COM$536.73M99.8%
PRD$854.3K0.2%
Portfolio Concentration
Top 3$100.28M18.7%
4–10$125.33M23.3%
11–25$154.13M28.7%
Rest$157.85M29.4%
Top 3 weight
18.7%
Top 10 weight
42.0%
Voting Authority Distribution
Total shares with voting rights: 5.68M
Sole
Full voting authority
5.65M
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)
Sole97
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings97
Rows:
Texas Pacific Land Corp
SOLEShares40.65K
TypeSH
Market value$42.94M
7.99%
Sole
40.37K
Shared
0.00
None
275.00
Berkshire Hathaway Inc Cl B
SOLEShares73.73K
TypeSH
Market value$35.81M
6.66%
Sole
72.93K
Shared
0.00
None
800.00
Microsoft Corp
SOLEShares43.27K
TypeSH
Market value$21.52M
4.00%
Sole
42.87K
Shared
0.00
None
400.00
Arthur J Gallagher & Co
SOLEShares66.29K
TypeSH
Market value$21.22M
3.95%
Sole
65.49K
Shared
0.00
None
800.00
Auto Zone Inc
SOLEShares5.49K
TypeSH
Market value$20.36M
3.79%
Sole
5.49K
Shared
0.00
None
0.00
HCA Healthcare Inc
SOLEShares52.47K
TypeSH
Market value$20.10M
3.74%
Sole
52.24K
Shared
0.00
None
225.00
Phillips 66
SOLEShares150.52K
TypeSH
Market value$17.96M
3.34%
Sole
149.62K
Shared
0.00
None
900.00
Alphabet Inc Cl C
SOLEShares98.46K
TypeSH
Market value$17.47M
3.25%
Sole
98.03K
Shared
0.00
None
425.00
Berkshire Hathaway Inc Cl A
SOLEShares20.00
TypeSH
Market value$14.58M
2.71%
Sole
20.00
Shared
0.00
None
0.00
Aflac Inc
SOLEShares129.41K
TypeSH
Market value$13.65M
2.54%
Sole
128.10K
Shared
0.00
None
1.30K
Elevance Health Inc
SOLEShares34.61K
TypeSH
Market value$13.46M
2.50%
Sole
34.43K
Shared
0.00
None
175.00
Copart Inc
SOLEShares271.84K
TypeSH
Market value$13.34M
2.48%
Sole
271.84K
Shared
0.00
None
0.00
Fifth Third Bancorp
SOLEShares315.84K
TypeSH
Market value$12.99M
2.42%
Sole
313.74K
Shared
0.00
None
2.10K
Nelnet
SOLEShares101.02K
TypeSH
Market value$12.24M
2.28%
Sole
100.52K
Shared
0.00
None
500.00
Disney Walt
SOLEShares97.45K
TypeSH
Market value$12.08M
2.25%
Sole
96.60K
Shared
0.00
None
850.00
Asbury Automotive Group
SOLEShares47.38K
TypeSH
Market value$11.30M
2.10%
Sole
47.06K
Shared
0.00
None
325.00
Lincoln Electric Holdings Inc
SOLEShares52.77K
TypeSH
Market value$10.94M
2.04%
Sole
52.37K
Shared
0.00
None
400.00
Brookfield Corporation
SOLEShares176.14K
TypeSH
Market value$10.89M
2.03%
Sole
174.64K
Shared
0.00
None
1.50K
Hershey Foods Corp
SOLEShares55.40K
TypeSH
Market value$9.19M
1.71%
Sole
55.08K
Shared
0.00
None
325.00
Bruker Corp
SOLEShares217.65K
TypeSH
Market value$8.97M
1.67%
Sole
216.62K
Shared
0.00
None
1.02K
Dino Polska SA Adr
SOLEShares116.35K
TypeSH
Market value$8.40M
1.56%
Sole
116.35K
Shared
0.00
None
0.00
Johnson & Johnson
SOLEShares51.38K
TypeSH
Market value$7.85M
1.46%
Sole
51.38K
Shared
0.00
None
0.00
Canadian Pacific Kansas City L
SOLEShares97K
TypeSH
Market value$7.69M
1.43%
Sole
95.75K
Shared
0.00
None
1.25K
Charles River Labs Int'l
SOLEShares50.47K
TypeSH
Market value$7.66M
1.42%
Sole
50.17K
Shared
0.00
None
300.00
Enovis Corp
SOLEShares227.24K
TypeSH
Market value$7.13M
1.33%
Sole
225.81K
Shared
0.00
None
1.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Texas Pacific Land CorpSOLE | COM | 40.65K | SH | $42.94M 7.99% | 40.37K | 0.00 | 275.00 |
Berkshire Hathaway Inc Cl BSOLE | COM | 73.73K | SH | $35.81M 6.66% | 72.93K | 0.00 | 800.00 |
Microsoft CorpSOLE | COM | 43.27K | SH | $21.52M 4.00% | 42.87K | 0.00 | 400.00 |
Arthur J Gallagher & CoSOLE | COM | 66.29K | SH | $21.22M 3.95% | 65.49K | 0.00 | 800.00 |
Auto Zone IncSOLE | COM | 5.49K | SH | $20.36M 3.79% | 5.49K | 0.00 | 0.00 |
HCA Healthcare IncSOLE | COM | 52.47K | SH | $20.10M 3.74% | 52.24K | 0.00 | 225.00 |
Phillips 66SOLE | COM | 150.52K | SH | $17.96M 3.34% | 149.62K | 0.00 | 900.00 |
Alphabet Inc Cl CSOLE | COM | 98.46K | SH | $17.47M 3.25% | 98.03K | 0.00 | 425.00 |
Berkshire Hathaway Inc Cl ASOLE | COM | 20.00 | SH | $14.58M 2.71% | 20.00 | 0.00 | 0.00 |
Aflac IncSOLE | COM | 129.41K | SH | $13.65M 2.54% | 128.10K | 0.00 | 1.30K |
Elevance Health IncSOLE | COM | 34.61K | SH | $13.46M 2.50% | 34.43K | 0.00 | 175.00 |
Copart IncSOLE | COM | 271.84K | SH | $13.34M 2.48% | 271.84K | 0.00 | 0.00 |
Fifth Third BancorpSOLE | COM | 315.84K | SH | $12.99M 2.42% | 313.74K | 0.00 | 2.10K |
NelnetSOLE | COM | 101.02K | SH | $12.24M 2.28% | 100.52K | 0.00 | 500.00 |
Disney WaltSOLE | COM | 97.45K | SH | $12.08M 2.25% | 96.60K | 0.00 | 850.00 |
Asbury Automotive GroupSOLE | COM | 47.38K | SH | $11.30M 2.10% | 47.06K | 0.00 | 325.00 |
Lincoln Electric Holdings IncSOLE | COM | 52.77K | SH | $10.94M 2.04% | 52.37K | 0.00 | 400.00 |
Brookfield CorporationSOLE | COM | 176.14K | SH | $10.89M 2.03% | 174.64K | 0.00 | 1.50K |
Hershey Foods CorpSOLE | COM | 55.40K | SH | $9.19M 1.71% | 55.08K | 0.00 | 325.00 |
Bruker CorpSOLE | COM | 217.65K | SH | $8.97M 1.67% | 216.62K | 0.00 | 1.02K |
Dino Polska SA AdrSOLE | COM | 116.35K | SH | $8.40M 1.56% | 116.35K | 0.00 | 0.00 |
Johnson & JohnsonSOLE | COM | 51.38K | SH | $7.85M 1.46% | 51.38K | 0.00 | 0.00 |
Canadian Pacific Kansas City LSOLE | COM | 97K | SH | $7.69M 1.43% | 95.75K | 0.00 | 1.25K |
Charles River Labs Int'lSOLE | COM | 50.47K | SH | $7.66M 1.42% | 50.17K | 0.00 | 300.00 |
Enovis CorpSOLE | COM | 227.24K | SH | $7.13M 1.33% | 225.81K | 0.00 | 1.43K |
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