Filed: 10/20/2025ACC: 0001013701-25-000005
π What this filing means
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE filed this quarterly 13FβHR 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
COM$546.73M99.8%
PRD$856.8K0.2%
Portfolio Concentration
Top 3$98.64M18.0%
4β10$129.66M23.7%
11β25$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
SOLEShares75.51K
TypeSH
Market value$37.96M
6.93%
Sole
74.71K
Shared
0.00
None
800.00
Texas Pacific Land Corp
SOLEShares39.74K
TypeSH
Market value$37.10M
6.78%
Sole
39.47K
Shared
0.00
None
275.00
Auto Zone Inc
SOLEShares5.50K
TypeSH
Market value$23.58M
4.31%
Sole
5.50K
Shared
0.00
None
0.00
HCA Healthcare Inc
SOLEShares52.06K
TypeSH
Market value$22.19M
4.05%
Sole
51.84K
Shared
0.00
None
225.00
Microsoft Corp
SOLEShares41.64K
TypeSH
Market value$21.57M
3.94%
Sole
41.24K
Shared
0.00
None
400.00
Phillips 66
SOLEShares149.62K
TypeSH
Market value$20.35M
3.72%
Sole
148.72K
Shared
0.00
None
900.00
Arthur J Gallagher & Co
SOLEShares63.17K
TypeSH
Market value$19.57M
3.57%
Sole
62.37K
Shared
0.00
None
800.00
Alphabet Inc Cl C
SOLEShares72.67K
TypeSH
Market value$17.70M
3.23%
Sole
72.42K
Shared
0.00
None
250.00
Aflac Inc
SOLEShares128.10K
TypeSH
Market value$14.31M
2.61%
Sole
126.81K
Shared
0.00
None
1.30K
Elevance Health Inc
SOLEShares43.26K
TypeSH
Market value$13.98M
2.55%
Sole
43.08K
Shared
0.00
None
175.00
Fifth Third Bancorp
SOLEShares308.90K
TypeSH
Market value$13.76M
2.51%
Sole
306.80K
Shared
0.00
None
2.10K
Chubb Corp
SOLEShares48.52K
TypeSH
Market value$13.70M
2.50%
Sole
48.27K
Shared
0.00
None
250.00
Berkshire Hathaway Inc Cl A
SOLEShares18.00
TypeSH
Market value$13.58M
2.48%
Sole
18.00
Shared
0.00
None
0.00
Nelnet
SOLEShares100.92K
TypeSH
Market value$12.65M
2.31%
Sole
100.42K
Shared
0.00
None
500.00
Copart Inc
SOLEShares271.22K
TypeSH
Market value$12.20M
2.23%
Sole
271.22K
Shared
0.00
None
0.00
Lincoln Electric Holdings Inc
SOLEShares50.66K
TypeSH
Market value$11.95M
2.18%
Sole
50.26K
Shared
0.00
None
400.00
Asbury Automotive Group
SOLEShares47.22K
TypeSH
Market value$11.54M
2.11%
Sole
46.89K
Shared
0.00
None
325.00
Disney Walt
SOLEShares94.60K
TypeSH
Market value$10.83M
1.98%
Sole
93.75K
Shared
0.00
None
850.00
Hershey Foods Corp
SOLEShares55.19K
TypeSH
Market value$10.32M
1.89%
Sole
54.86K
Shared
0.00
None
325.00
Johnson & Johnson
SOLEShares47.99K
TypeSH
Market value$8.90M
1.63%
Sole
47.99K
Shared
0.00
None
0.00
Brookfield Corporation
SOLEShares118.42K
TypeSH
Market value$8.12M
1.48%
Sole
117.47K
Shared
0.00
None
950.00
Charles River Labs Int'l
SOLEShares49.91K
TypeSH
Market value$7.81M
1.43%
Sole
49.62K
Shared
0.00
None
300.00
Thermo Fisher Corp
SOLEShares15.78K
TypeSH
Market value$7.65M
1.40%
Sole
15.48K
Shared
0.00
None
300.00
Canadian Pacific Kansas City L
SOLEShares97.47K
TypeSH
Market value$7.26M
1.33%
Sole
96.22K
Shared
0.00
None
1.25K
MSC Industrial Direct Co.
SOLEShares76.05K
TypeSH
Market value$7.01M
1.28%
Sole
75.79K
Shared
0.00
None
258.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
Berkshire Hathaway Inc Cl BSOLE | COM | 75.51K | SH | $37.96M 6.93% | 74.71K | 0.00 | 800.00 |
Texas Pacific Land CorpSOLE | COM | 39.74K | SH | $37.10M 6.78% | 39.47K | 0.00 | 275.00 |
Auto Zone IncSOLE | COM | 5.50K | SH | $23.58M 4.31% | 5.50K | 0.00 | 0.00 |
HCA Healthcare IncSOLE | COM | 52.06K | SH | $22.19M 4.05% | 51.84K | 0.00 | 225.00 |
Microsoft CorpSOLE | COM | 41.64K | SH | $21.57M 3.94% | 41.24K | 0.00 | 400.00 |
Phillips 66SOLE | COM | 149.62K | SH | $20.35M 3.72% | 148.72K | 0.00 | 900.00 |
Arthur J Gallagher & CoSOLE | COM | 63.17K | SH | $19.57M 3.57% | 62.37K | 0.00 | 800.00 |
Alphabet Inc Cl CSOLE | COM | 72.67K | SH | $17.70M 3.23% | 72.42K | 0.00 | 250.00 |
Aflac IncSOLE | COM | 128.10K | SH | $14.31M 2.61% | 126.81K | 0.00 | 1.30K |
Elevance Health IncSOLE | COM | 43.26K | SH | $13.98M 2.55% | 43.08K | 0.00 | 175.00 |
Fifth Third BancorpSOLE | COM | 308.90K | SH | $13.76M 2.51% | 306.80K | 0.00 | 2.10K |
Chubb CorpSOLE | COM | 48.52K | SH | $13.70M 2.50% | 48.27K | 0.00 | 250.00 |
Berkshire Hathaway Inc Cl ASOLE | COM | 18.00 | SH | $13.58M 2.48% | 18.00 | 0.00 | 0.00 |
NelnetSOLE | COM | 100.92K | SH | $12.65M 2.31% | 100.42K | 0.00 | 500.00 |
Copart IncSOLE | COM | 271.22K | SH | $12.20M 2.23% | 271.22K | 0.00 | 0.00 |
Lincoln Electric Holdings IncSOLE | COM | 50.66K | SH | $11.95M 2.18% | 50.26K | 0.00 | 400.00 |
Asbury Automotive GroupSOLE | COM | 47.22K | SH | $11.54M 2.11% | 46.89K | 0.00 | 325.00 |
Disney WaltSOLE | COM | 94.60K | SH | $10.83M 1.98% | 93.75K | 0.00 | 850.00 |
Hershey Foods CorpSOLE | COM | 55.19K | SH | $10.32M 1.89% | 54.86K | 0.00 | 325.00 |
Johnson & JohnsonSOLE | COM | 47.99K | SH | $8.90M 1.63% | 47.99K | 0.00 | 0.00 |
Brookfield CorporationSOLE | COM | 118.42K | SH | $8.12M 1.48% | 117.47K | 0.00 | 950.00 |
Charles River Labs Int'lSOLE | COM | 49.91K | SH | $7.81M 1.43% | 49.62K | 0.00 | 300.00 |
Thermo Fisher CorpSOLE | COM | 15.78K | SH | $7.65M 1.40% | 15.48K | 0.00 | 300.00 |
Canadian Pacific Kansas City LSOLE | COM | 97.47K | SH | $7.26M 1.33% | 96.22K | 0.00 | 1.25K |
MSC Industrial Direct Co.SOLE | COM | 76.05K | SH | $7.01M 1.28% | 75.79K | 0.00 | 258.00 |
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