LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

PrivateCIK: 1013701
Location

OMAHA, NE

59
Positions
$360.64M
Total AUM (reported)
3.02M
Total Shares

Allocation by class

TOTAL AUM$360.64M59 positions
COM$359.81M99.8%
PRD$822.4K0.2%

Portfolio Concentration

Top 323.7%4–1026.0%11–2535.8%Rest14.5%TOP 1049.7%0%100%
Top 3$85.49M23.7%
4–10$93.62M26.0%
11–25$129.16M35.8%
Rest$52.37M14.5%

Top 3 weight

23.7%

Top 10 weight

49.7%

Voting Authority Distribution

Total shares with voting rights: 3.02M

Sole

Full voting authority

2.99M

shares

% of voting shares99.1%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

26.36K

shares

% of voting shares0.9%

Investment Discretion (by position count)

Sole59
Shared0
Other0
Dominant voting typeSole · 99.1% of voting shares
Institutional Holdings59
Rows:

Texas Pacific Land Corp

SOLE
COM
Shares110.11K
TypeSH
Market value$48.19M
13.36%
Sole
109.29K
Shared
0.00
None
825.00

Berkshire Hathaway Inc Cl B

SOLE
COM
Shares44.11K
TypeSH
Market value$22.07M
6.12%
Sole
43.31K
Shared
0.00
None
800.00

Arthur J Gallagher & Co

SOLE
COM
Shares66.34K
TypeSH
Market value$15.23M
4.22%
Sole
65.54K
Shared
0.00
None
800.00

Alphabet Inc Cl C

SOLE
COM
Shares40.92K
TypeSH
Market value$14.46M
4.01%
Sole
40.67K
Shared
0.00
None
250.00

Phillips 66

SOLE
COM
Shares82.80K
TypeSH
Market value$14.00M
3.88%
Sole
82.17K
Shared
0.00
None
625.00

Aflac Inc

SOLE
COM
Shares118.55K
TypeSH
Market value$13.90M
3.85%
Sole
117.25K
Shared
0.00
None
1.30K

Microsoft Corp

SOLE
COM
Shares36.79K
TypeSH
Market value$13.72M
3.81%
Sole
36.34K
Shared
0.00
None
450.00

Thermo Fisher Corp

SOLE
COM
Shares27.06K
TypeSH
Market value$13.57M
3.76%
Sole
26.76K
Shared
0.00
None
300.00

Fifth Third Bancorp

SOLE
COM
Shares219.39K
TypeSH
Market value$12.37M
3.43%
Sole
217.29K
Shared
0.00
None
2.10K

Chubb Corp

SOLE
COM
Shares34.06K
TypeSH
Market value$11.61M
3.22%
Sole
33.81K
Shared
0.00
None
250.00

Johnson & Johnson

SOLE
COM
Shares43.49K
TypeSH
Market value$11.05M
3.06%
Sole
43.49K
Shared
0.00
None
0.00

Fairfax Financial Holdings

SOLE
COM
Shares6.58K
TypeSH
Market value$10.83M
3.00%
Sole
6.53K
Shared
0.00
None
45.00

Lincoln Electric Holdings Inc

SOLE
COM
Shares40.54K
TypeSH
Market value$10.76M
2.98%
Sole
40.27K
Shared
0.00
None
275.00

HCA Healthcare Inc

SOLE
COM
Shares26.38K
TypeSH
Market value$10.29M
2.85%
Sole
26.21K
Shared
0.00
None
175.00

Elevance Health Inc

SOLE
COM
Shares24.20K
TypeSH
Market value$9.36M
2.59%
Sole
24.20K
Shared
0.00
None
0.00

Disney Walt

SOLE
COM
Shares93.85K
TypeSH
Market value$9.03M
2.50%
Sole
93K
Shared
0.00
None
850.00

Hershey Foods Corp

SOLE
COM
Shares50.98K
TypeSH
Market value$8.94M
2.48%
Sole
50.65K
Shared
0.00
None
325.00

Pepsico Inc

SOLE
COM
Shares65.81K
TypeSH
Market value$8.91M
2.47%
Sole
65.26K
Shared
0.00
None
550.00

Nelnet

SOLE
COM
Shares66.05K
TypeSH
Market value$8.81M
2.44%
Sole
65.55K
Shared
0.00
None
500.00

Cullen/Frost Bankers, Inc.

SOLE
COM
Shares53.27K
TypeSH
Market value$8.23M
2.28%
Sole
52.77K
Shared
0.00
None
500.00

Canadian Pacific Kansas City L

SOLE
COM
Shares89.54K
TypeSH
Market value$7.76M
2.15%
Sole
88.29K
Shared
0.00
None
1.25K

Asbury Automotive Group

SOLE
COM
Shares33.43K
TypeSH
Market value$6.72M
1.86%
Sole
33.10K
Shared
0.00
None
325.00

Brookfield Corporation

SOLE
COM
Shares151.87K
TypeSH
Market value$6.47M
1.79%
Sole
150.44K
Shared
0.00
None
1.43K

Charles River Labs Int'l

SOLE
COM
Shares28K
TypeSH
Market value$6.35M
1.76%
Sole
27.70K
Shared
0.00
None
300.00

Vulcan Materials Co

SOLE
COM
Shares19.15K
TypeSH
Market value$5.65M
1.57%
Sole
18.98K
Shared
0.00
None
175.00
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