LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

PrivateCIK: 1013701
Location

OMAHA, NE

πŸ“‹ What this filing means

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE filed this quarterly 13F‑HR report disclosing 99 equity positions with a total reported market value of $547.59M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

99
Positions
$547.59M
Total AUM (reported)
5.92M
Total Shares

Allocation by class

TOTAL AUM$547.59M99 positions
COM$546.73M99.8%
PRD$856.8K0.2%

Portfolio Concentration

Top 318.0%4–1023.7%11–2528.7%Rest29.6%TOP 1041.7%0%100%
Top 3$98.64M18.0%
4–10$129.66M23.7%
11–25$157.28M28.7%
Rest$162.00M29.6%

Top 3 weight

18.0%

Top 10 weight

41.7%

Voting Authority Distribution

Total shares with voting rights: 5.92M

Sole

Full voting authority

5.89M

shares

% of voting shares99.5%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

27.50K

shares

% of voting shares0.5%

Investment Discretion (by position count)

Sole99
Shared0
Other0
Dominant voting typeSole Β· 99.5% of voting shares
Institutional Holdings99
Rows:

Berkshire Hathaway Inc Cl B

SOLE
COM
Shares75.51K
TypeSH
Market value$37.96M
6.93%
Sole
74.71K
Shared
0.00
None
800.00

Texas Pacific Land Corp

SOLE
COM
Shares39.74K
TypeSH
Market value$37.10M
6.78%
Sole
39.47K
Shared
0.00
None
275.00

Auto Zone Inc

SOLE
COM
Shares5.50K
TypeSH
Market value$23.58M
4.31%
Sole
5.50K
Shared
0.00
None
0.00

HCA Healthcare Inc

SOLE
COM
Shares52.06K
TypeSH
Market value$22.19M
4.05%
Sole
51.84K
Shared
0.00
None
225.00

Microsoft Corp

SOLE
COM
Shares41.64K
TypeSH
Market value$21.57M
3.94%
Sole
41.24K
Shared
0.00
None
400.00

Phillips 66

SOLE
COM
Shares149.62K
TypeSH
Market value$20.35M
3.72%
Sole
148.72K
Shared
0.00
None
900.00

Arthur J Gallagher & Co

SOLE
COM
Shares63.17K
TypeSH
Market value$19.57M
3.57%
Sole
62.37K
Shared
0.00
None
800.00

Alphabet Inc Cl C

SOLE
COM
Shares72.67K
TypeSH
Market value$17.70M
3.23%
Sole
72.42K
Shared
0.00
None
250.00

Aflac Inc

SOLE
COM
Shares128.10K
TypeSH
Market value$14.31M
2.61%
Sole
126.81K
Shared
0.00
None
1.30K

Elevance Health Inc

SOLE
COM
Shares43.26K
TypeSH
Market value$13.98M
2.55%
Sole
43.08K
Shared
0.00
None
175.00

Fifth Third Bancorp

SOLE
COM
Shares308.90K
TypeSH
Market value$13.76M
2.51%
Sole
306.80K
Shared
0.00
None
2.10K

Chubb Corp

SOLE
COM
Shares48.52K
TypeSH
Market value$13.70M
2.50%
Sole
48.27K
Shared
0.00
None
250.00

Berkshire Hathaway Inc Cl A

SOLE
COM
Shares18.00
TypeSH
Market value$13.58M
2.48%
Sole
18.00
Shared
0.00
None
0.00

Nelnet

SOLE
COM
Shares100.92K
TypeSH
Market value$12.65M
2.31%
Sole
100.42K
Shared
0.00
None
500.00

Copart Inc

SOLE
COM
Shares271.22K
TypeSH
Market value$12.20M
2.23%
Sole
271.22K
Shared
0.00
None
0.00

Lincoln Electric Holdings Inc

SOLE
COM
Shares50.66K
TypeSH
Market value$11.95M
2.18%
Sole
50.26K
Shared
0.00
None
400.00

Asbury Automotive Group

SOLE
COM
Shares47.22K
TypeSH
Market value$11.54M
2.11%
Sole
46.89K
Shared
0.00
None
325.00

Disney Walt

SOLE
COM
Shares94.60K
TypeSH
Market value$10.83M
1.98%
Sole
93.75K
Shared
0.00
None
850.00

Hershey Foods Corp

SOLE
COM
Shares55.19K
TypeSH
Market value$10.32M
1.89%
Sole
54.86K
Shared
0.00
None
325.00

Johnson & Johnson

SOLE
COM
Shares47.99K
TypeSH
Market value$8.90M
1.63%
Sole
47.99K
Shared
0.00
None
0.00

Brookfield Corporation

SOLE
COM
Shares118.42K
TypeSH
Market value$8.12M
1.48%
Sole
117.47K
Shared
0.00
None
950.00

Charles River Labs Int'l

SOLE
COM
Shares49.91K
TypeSH
Market value$7.81M
1.43%
Sole
49.62K
Shared
0.00
None
300.00

Thermo Fisher Corp

SOLE
COM
Shares15.78K
TypeSH
Market value$7.65M
1.40%
Sole
15.48K
Shared
0.00
None
300.00

Canadian Pacific Kansas City L

SOLE
COM
Shares97.47K
TypeSH
Market value$7.26M
1.33%
Sole
96.22K
Shared
0.00
None
1.25K

MSC Industrial Direct Co.

SOLE
COM
Shares76.05K
TypeSH
Market value$7.01M
1.28%
Sole
75.79K
Shared
0.00
None
258.00
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LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 13F Holdings β€” 99 Positions | Finecho