13F HOLDINGS REPORT
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
Quarter ended Q1 2025 · Filed April 28, 2025 · Accession 0001013701-25-000002
Total Value
$541.9M
Positions
89
Other Managers
0
Confidential Omitted
No
Holdings (89)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corp | TPL | 40,775 | $54.0M | 9.97% |
| 2 | Berkshire Hathaway Inc Cl B | BRK-A | 74,568 | $39.7M | 7.33% |
| 3 | Arthur J Gallagher & Co | 363576109 | 68,258 | $23.6M | 4.35% |
| 4 | Auto Zone Inc | AZO | 5,380 | $20.5M | 3.79% |
| 5 | HCA Healthcare Inc | HCA | 52,697 | $18.2M | 3.36% |
| 6 | Phillips 66 | PSX | 142,737 | $17.6M | 3.25% |
| 7 | Microsoft Corp | MSFT | 44,280 | $16.6M | 3.07% |
| 8 | Berkshire Hathaway Inc Cl A | BRK-A | 20 | $16.0M | 2.95% |
| 9 | Copart Inc | CPRT | 269,415 | $15.2M | 2.81% |
| 10 | Alphabet Inc Cl C | GOOG | 97,230 | $15.2M | 2.80% |
| 11 | Elevance Health Inc | ELV | 33,806 | $14.7M | 2.71% |
| 12 | Aflac Inc | AFL | 129,117 | $14.4M | 2.65% |
| 13 | Fifth Third Bancorp | FITBM | 312,180 | $12.2M | 2.26% |
| 14 | Nelnet | NNI | 101,138 | $11.2M | 2.07% |
| 15 | Asbury Automotive Group | ABG | 47,380 | $10.5M | 1.93% |
| 16 | Lincoln Electric Holdings Inc | 533900106 | 52,875 | $10.0M | 1.85% |
| 17 | Disney Walt | 254687106 | 97,225 | $9.6M | 1.77% |
| 18 | Brookfield Corporation | 11271J107 | 181,897 | $9.5M | 1.76% |
| 19 | Hershey Foods Corp | HSY | 55,257 | $9.5M | 1.74% |
| 20 | Bruker Corp | BRKRP | 208,306 | $8.7M | 1.60% |
| 21 | Johnson & Johnson | JNJ | 52,236 | $8.7M | 1.60% |
| 22 | Charles River Labs Int'l | 159864107 | 55,991 | $8.4M | 1.56% |
| 23 | Enovis Corp | ENOV | 213,669 | $8.2M | 1.51% |
| 24 | Thermo Fisher Corp | TMO | 15,503 | $7.7M | 1.42% |
| 25 | Coca Cola Co | KO | 107,338 | $7.7M | 1.42% |
| 26 | Boston Omaha Corp | BOC | 475,795 | $6.9M | 1.28% |
| 27 | Canadian Pacific Kansas City L | CP | 98,447 | $6.9M | 1.28% |
| 28 | Cullen/Frost Bankers, Inc. | CFR-PB | 53,530 | $6.7M | 1.24% |
| 29 | Dino Polska SA Adr | 25445T106 | 115,003 | $6.6M | 1.22% |
| 30 | MSC Industrial Direct Co. | 553530106 | 75,961 | $5.9M | 1.09% |
| 31 | LKQ Corporation | LKQ | 137,160 | $5.8M | 1.08% |
| 32 | Sky Harbour Group Corp Cl A | SKYH-WT | 437,849 | $5.7M | 1.05% |
| 33 | Chevron Corp | CVX | 33,446 | $5.6M | 1.03% |
| 34 | Pfizer Inc | PFE | 209,926 | $5.3M | 0.98% |
| 35 | Accenture Plc Ireland Shs Cl A | ACN | 16,864 | $5.3M | 0.97% |
| 36 | First National of Nebraska Inc | 335720108 | 415 | $5.0M | 0.92% |
| 37 | Civitas Resources Inc. | 17888H103 | 141,588 | $4.9M | 0.91% |
| 38 | Vulcan Materials Co | 929160109 | 21,044 | $4.9M | 0.91% |
| 39 | Alphabet Inc Cl A | GOOG | 31,168 | $4.8M | 0.89% |
| 40 | Ross Stores Inc | ROST | 31,591 | $4.0M | 0.75% |
| 41 | Apple Inc | AAPL | 18,172 | $4.0M | 0.74% |
| 42 | Waters Corp | 941848103 | 10,502 | $3.9M | 0.71% |
| 43 | Canadian National Railway Co | 136375102 | 34,680 | $3.4M | 0.62% |
| 44 | TJX Companies Inc | 872540109 | 27,593 | $3.4M | 0.62% |
| 45 | Keysight Technologies Inc | KEYS | 21,332 | $3.2M | 0.59% |
| 46 | Brookfield Asset Management Lt | 113004105 | 64,595 | $3.1M | 0.58% |
| 47 | Dream Finders Homes Inc Cl A | DFH | 134,434 | $3.0M | 0.56% |
| 48 | McDonalds Corp | MCD | 9,672 | $3.0M | 0.56% |
| 49 | SPDR S&P 500 | SPY | 5,083 | $2.8M | 0.52% |
| 50 | MarineMax, Inc. | HZO | 130,353 | $2.8M | 0.52% |
| 51 | Liberty Media Corp Ser A Formu | FWONB | 32,930 | $2.7M | 0.50% |
| 52 | Pepsico Inc | PEP | 16,647 | $2.5M | 0.46% |
| 53 | Valmont Industries Inc | VMI | 8,529 | $2.4M | 0.45% |
| 54 | United Health Group Inc | UNH | 4,081 | $2.1M | 0.39% |
| 55 | Wells Fargo Co | 949746101 | 27,674 | $2.0M | 0.37% |
| 56 | Markel Corp | MKL | 1,060 | $2.0M | 0.37% |
| 57 | US Bancorp | USB-PS | 45,860 | $1.9M | 0.36% |
| 58 | Crimson Wine Group Ltd | CWGL | 284,723 | $1.6M | 0.30% |
| 59 | Esab Corp | ESAB | 13,156 | $1.5M | 0.28% |
| 60 | American Express | AXP | 5,338 | $1.4M | 0.27% |
| 61 | Procter & Gamble Co | 742718109 | 7,270 | $1.2M | 0.23% |
| 62 | Abbvie Inc | ABBV | 5,650 | $1.2M | 0.22% |
| 63 | Costco Wholesale Corp | 22160K105 | 1,180 | $1.1M | 0.21% |
| 64 | Bank of America | 060505104 | 25,904 | $1.1M | 0.20% |
| 65 | Moody's Corp | MCO | 2,070 | $963,978 | 0.18% |
| 66 | Amgen Inc | AMGN | 2,925 | $911,284 | 0.17% |
| 67 | Costamare Inc. 8.50 Preferred | CMRE-PC | 32,359 | $845,864 | 0.16% |
| 68 | Home Depot Inc | HD | 2,289 | $838,896 | 0.15% |
| 69 | Abbott Laboratories | ABLZF | 6,210 | $823,757 | 0.15% |
| 70 | Nestle S.A. Spons ADR | 641069406 | 7,655 | $772,984 | 0.14% |
| 71 | Constellium SE | CSTM | 75,870 | $765,528 | 0.14% |
| 72 | CVS Corp | CVS | 8,853 | $599,791 | 0.11% |
| 73 | Amazon.com Inc | AMZN | 2,663 | $506,662 | 0.09% |
| 74 | Dominion Energy, Inc. | D | 9,007 | $505,022 | 0.09% |
| 75 | Colgate Palmolive Co | CL | 4,943 | $463,159 | 0.09% |
| 76 | Walmart Inc | WMT | 5,166 | $453,523 | 0.08% |
| 77 | Shell Plc Sponsored Adr | RYDAF | 5,389 | $394,906 | 0.07% |
| 78 | Automatic Data Processing Inc | ADP | 1,198 | $366,025 | 0.07% |
| 79 | Diageo Plc ADR | DGEAF | 3,432 | $359,639 | 0.07% |
| 80 | iShares Core S&P 500 ETF | 464287200 | 612 | $343,883 | 0.06% |
| 81 | Exxon Mobil Corp | XOM | 2,500 | $297,325 | 0.05% |
| 82 | SunOpta Inc. | STKL | 57,500 | $279,450 | 0.05% |
| 83 | Amdocs Limited F | DOX | 3,015 | $275,873 | 0.05% |
| 84 | Novartis A G ADR | NVSEF | 2,402 | $267,775 | 0.05% |
| 85 | CarMax Inc | KMX | 3,429 | $267,188 | 0.05% |
| 86 | JP Morgan Chase & Co | VYLD | 1,042 | $255,603 | 0.05% |
| 87 | Duke Energy Corp | DUKB | 1,991 | $242,842 | 0.04% |
| 88 | Mistras Group Inc | MG | 21,362 | $226,010 | 0.04% |
| 89 | Nextera Energy Inc | NEE-PW | 3,000 | $212,670 | 0.04% |