13F HOLDINGS REPORT
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
Quarter ended Q4 2024 · Filed January 23, 2025 · Accession 0001013701-25-000001
Total Value
$531.1M
Positions
91
Other Managers
0
Confidential Omitted
No
Holdings (91)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corp | TPL | 46,309 | $51.2M | 9.64% |
| 2 | Berkshire Hathaway Inc Cl B | BRK-A | 74,411 | $33.7M | 6.35% |
| 3 | Arthur J Gallagher & Co | 363576109 | 71,015 | $20.2M | 3.80% |
| 4 | Microsoft Corp | MSFT | 44,408 | $18.7M | 3.52% |
| 5 | Alphabet Inc Cl C | GOOG | 98,104 | $18.7M | 3.52% |
| 6 | Auto Zone Inc | AZO | 5,735 | $18.4M | 3.46% |
| 7 | Copart Inc | CPRT | 279,546 | $16.0M | 3.02% |
| 8 | HCA Healthcare Inc | HCA | 53,429 | $16.0M | 3.02% |
| 9 | Berkshire Hathaway Inc Cl A | BRK-A | 22 | $15.0M | 2.82% |
| 10 | Fifth Third Bancorp | FITBM | 319,430 | $13.5M | 2.54% |
| 11 | Aflac Inc | AFL | 129,545 | $13.4M | 2.52% |
| 12 | Phillips 66 | PSX | 104,590 | $11.9M | 2.24% |
| 13 | Elevance Health Inc | ELV | 32,088 | $11.8M | 2.23% |
| 14 | Asbury Automotive Group | ABG | 46,359 | $11.3M | 2.12% |
| 15 | Brookfield Corporation | 11271J107 | 192,694 | $11.1M | 2.08% |
| 16 | Nelnet | NNI | 102,964 | $11.0M | 2.07% |
| 17 | Disney Walt | 254687106 | 96,995 | $10.8M | 2.03% |
| 18 | Charles River Labs Int'l | 159864107 | 55,037 | $10.2M | 1.91% |
| 19 | Lincoln Electric Holdings Inc | 533900106 | 52,942 | $9.9M | 1.87% |
| 20 | Enovis Corp | ENOV | 215,440 | $9.5M | 1.78% |
| 21 | Hershey Foods Corp | HSY | 54,412 | $9.2M | 1.74% |
| 22 | Thermo Fisher Corp | TMO | 15,755 | $8.2M | 1.54% |
| 23 | Johnson & Johnson | JNJ | 52,397 | $7.6M | 1.43% |
| 24 | Civitas Resources Inc. | 17888H103 | 163,263 | $7.5M | 1.41% |
| 25 | Cullen/Frost Bankers, Inc. | CFR-PB | 53,463 | $7.2M | 1.35% |
| 26 | Canadian Pacific Kansas City L | CP | 96,897 | $7.0M | 1.32% |
| 27 | Boston Omaha Corp | BOC | 481,428 | $6.8M | 1.29% |
| 28 | Coca Cola Co | KO | 107,403 | $6.7M | 1.26% |
| 29 | LKQ Corporation | LKQ | 179,687 | $6.6M | 1.24% |
| 30 | Alphabet Inc Cl A | GOOG | 33,556 | $6.4M | 1.20% |
| 31 | Accenture Plc Ireland Shs Cl A | ACN | 17,741 | $6.2M | 1.18% |
| 32 | Dino Polska SA Adr | 25445T106 | 120,813 | $5.7M | 1.08% |
| 33 | Pfizer Inc | PFE | 210,776 | $5.6M | 1.05% |
| 34 | MSC Industrial Direct Co. | 553530106 | 72,707 | $5.4M | 1.02% |
| 35 | Vulcan Materials Co | 929160109 | 21,044 | $5.4M | 1.02% |
| 36 | First National of Nebraska Inc | 335720108 | 443 | $5.4M | 1.02% |
| 37 | Apple Inc | AAPL | 20,239 | $5.1M | 0.95% |
| 38 | Chevron Corp | CVX | 34,297 | $5.0M | 0.94% |
| 39 | Ross Stores Inc | ROST | 32,191 | $4.9M | 0.92% |
| 40 | Sky Harbour Group Corp Cl A | SKYH-WT | 374,781 | $4.5M | 0.84% |
| 41 | Waters Corp | 941848103 | 11,994 | $4.4M | 0.84% |
| 42 | MarineMax, Inc. | HZO | 130,769 | $3.8M | 0.71% |
| 43 | Brookfield Asset Management Lt | 113004105 | 67,103 | $3.6M | 0.68% |
| 44 | TJX Companies Inc | 872540109 | 29,917 | $3.6M | 0.68% |
| 45 | Keysight Technologies Inc | KEYS | 21,330 | $3.4M | 0.65% |
| 46 | Canadian National Railway Co | 136375102 | 32,890 | $3.3M | 0.63% |
| 47 | Dream Finders Homes Inc Cl A | DFH | 142,245 | $3.3M | 0.62% |
| 48 | Liberty Media Corp Ser A Formu | FWONB | 35,980 | $3.0M | 0.57% |
| 49 | SPDR S&P 500 | SPY | 5,083 | $3.0M | 0.56% |
| 50 | McDonalds Corp | MCD | 9,672 | $2.8M | 0.53% |
| 51 | Valmont Industries Inc | VMI | 8,529 | $2.6M | 0.49% |
| 52 | Pepsico Inc | PEP | 16,541 | $2.5M | 0.47% |
| 53 | Wells Fargo Co | 949746101 | 34,314 | $2.4M | 0.45% |
| 54 | US Bancorp | USB-PS | 43,921 | $2.1M | 0.40% |
| 55 | United Health Group Inc | UNH | 4,081 | $2.1M | 0.39% |
| 56 | Markel Corp | MKL | 1,085 | $1.9M | 0.35% |
| 57 | Crimson Wine Group Ltd | CWGL | 285,848 | $1.8M | 0.34% |
| 58 | Esab Corp | ESAB | 14,012 | $1.7M | 0.32% |
| 59 | American Express | AXP | 5,464 | $1.6M | 0.31% |
| 60 | Procter & Gamble Co | 742718109 | 7,300 | $1.2M | 0.23% |
| 61 | Bank of America | 060505104 | 25,934 | $1.1M | 0.21% |
| 62 | Costco Wholesale Corp | 22160K105 | 1,180 | $1.1M | 0.20% |
| 63 | Abbvie Inc | ABBV | 5,650 | $1.0M | 0.19% |
| 64 | Moody's Corp | MCO | 2,070 | $979,876 | 0.18% |
| 65 | Mistras Group Inc | MG | 104,271 | $944,695 | 0.18% |
| 66 | Home Depot Inc | HD | 2,289 | $890,398 | 0.17% |
| 67 | Walmart Inc | WMT | 9,366 | $846,218 | 0.16% |
| 68 | Costamare Inc. 8.50 Preferred | CMRE-PC | 32,359 | $831,630 | 0.16% |
| 69 | Constellium SE | CSTM | 78,870 | $809,995 | 0.15% |
| 70 | Amgen Inc | AMGN | 2,925 | $762,372 | 0.14% |
| 71 | Diageo Plc ADR | DGEAF | 5,580 | $709,385 | 0.13% |
| 72 | Abbott Laboratories | ABLZF | 6,210 | $702,413 | 0.13% |
| 73 | Nestle S.A. Spons ADR | 641069406 | 7,655 | $632,504 | 0.12% |
| 74 | Amazon.com Inc | AMZN | 2,663 | $584,236 | 0.11% |
| 75 | Vanguard Scottsdale Fds Corp B | 92206C409 | 7,468 | $582,579 | 0.11% |
| 76 | Amdocs Limited F | DOX | 6,030 | $513,394 | 0.10% |
| 77 | Teleflex Inc | TFX | 2,850 | $507,243 | 0.10% |
| 78 | Colgate Palmolive Co | CL | 4,943 | $449,368 | 0.08% |
| 79 | SunOpta Inc. | STKL | 57,500 | $442,750 | 0.08% |
| 80 | Dominion Energy, Inc. | D | 8,007 | $431,257 | 0.08% |
| 81 | CVS Corp | CVS | 8,853 | $397,411 | 0.07% |
| 82 | CarMax Inc | KMX | 4,667 | $381,574 | 0.07% |
| 83 | iShares Core S&P 500 ETF | 464287200 | 612 | $360,272 | 0.07% |
| 84 | Shell Plc Sponsored Adr | RYDAF | 5,615 | $351,780 | 0.07% |
| 85 | Automatic Data Processing Inc | ADP | 1,198 | $350,691 | 0.07% |
| 86 | Tandem Diabetes Care, Inc. | TNDM | 8,500 | $306,170 | 0.06% |
| 87 | Exxon Mobil Corp | XOM | 2,500 | $268,925 | 0.05% |
| 88 | JP Morgan Chase & Co | VYLD | 1,042 | $249,778 | 0.05% |
| 89 | Novartis A G ADR | NVSEF | 2,442 | $237,631 | 0.04% |
| 90 | Nextera Energy Inc | NEE-PW | 3,000 | $215,070 | 0.04% |
| 91 | Duke Energy Corp | DUKB | 1,991 | $214,510 | 0.04% |