13F HOLDINGS REPORT
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
Quarter ended Q2 2025 · Filed July 25, 2025 · Accession 0001013701-25-000004
Total Value
$537.6M
Positions
97
Other Managers
0
Confidential Omitted
No
Holdings (97)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corp | TPL | 40,647 | $42.9M | 7.99% |
| 2 | Berkshire Hathaway Inc Cl B | BRK-A | 73,726 | $35.8M | 6.66% |
| 3 | Microsoft Corp | MSFT | 43,271 | $21.5M | 4.00% |
| 4 | Arthur J Gallagher & Co | 363576109 | 66,293 | $21.2M | 3.95% |
| 5 | Auto Zone Inc | AZO | 5,485 | $20.4M | 3.79% |
| 6 | HCA Healthcare Inc | HCA | 52,465 | $20.1M | 3.74% |
| 7 | Phillips 66 | PSX | 150,520 | $18.0M | 3.34% |
| 8 | Alphabet Inc Cl C | GOOG | 98,456 | $17.5M | 3.25% |
| 9 | Berkshire Hathaway Inc Cl A | BRK-A | 20 | $14.6M | 2.71% |
| 10 | Aflac Inc | AFL | 129,405 | $13.6M | 2.54% |
| 11 | Elevance Health Inc | ELV | 34,606 | $13.5M | 2.50% |
| 12 | Copart Inc | CPRT | 271,837 | $13.3M | 2.48% |
| 13 | Fifth Third Bancorp | FITBM | 315,837 | $13.0M | 2.42% |
| 14 | Nelnet | NNI | 101,016 | $12.2M | 2.28% |
| 15 | Disney Walt | 254687106 | 97,446 | $12.1M | 2.25% |
| 16 | Asbury Automotive Group | ABG | 47,385 | $11.3M | 2.10% |
| 17 | Lincoln Electric Holdings Inc | 533900106 | 52,773 | $10.9M | 2.04% |
| 18 | Brookfield Corporation | 11271J107 | 176,144 | $10.9M | 2.03% |
| 19 | Hershey Foods Corp | HSY | 55,400 | $9.2M | 1.71% |
| 20 | Bruker Corp | BRKRP | 217,648 | $9.0M | 1.67% |
| 21 | Dino Polska SA Adr | 25445T106 | 116,349 | $8.4M | 1.56% |
| 22 | Johnson & Johnson | JNJ | 51,385 | $7.8M | 1.46% |
| 23 | Canadian Pacific Kansas City L | CP | 96,998 | $7.7M | 1.43% |
| 24 | Charles River Labs Int'l | 159864107 | 50,473 | $7.7M | 1.42% |
| 25 | Enovis Corp | ENOV | 227,235 | $7.1M | 1.33% |
| 26 | Cullen/Frost Bankers, Inc. | CFR-PB | 53,970 | $6.9M | 1.29% |
| 27 | Coca Cola Co | KO | 97,238 | $6.9M | 1.28% |
| 28 | Boston Omaha Corp | BOC | 481,345 | $6.8M | 1.26% |
| 29 | MSC Industrial Direct Co. | 553530106 | 76,094 | $6.5M | 1.20% |
| 30 | Thermo Fisher Corp | TMO | 15,626 | $6.3M | 1.18% |
| 31 | First National of Nebraska Inc | 335720108 | 425 | $5.6M | 1.05% |
| 32 | Alphabet Inc Cl A | GOOG | 31,168 | $5.5M | 1.02% |
| 33 | Vulcan Materials Co | 929160109 | 21,044 | $5.5M | 1.02% |
| 34 | Accenture Plc Ireland Shs Cl A | ACN | 16,983 | $5.1M | 0.94% |
| 35 | Pfizer Inc | PFE | 207,651 | $5.0M | 0.94% |
| 36 | LKQ Corporation | LKQ | 135,966 | $5.0M | 0.94% |
| 37 | Chevron Corp | CVX | 33,370 | $4.8M | 0.89% |
| 38 | Sky Harbour Group Corp Cl A | SKYH-WT | 454,300 | $4.4M | 0.83% |
| 39 | Ross Stores Inc | ROST | 32,085 | $4.1M | 0.76% |
| 40 | Civitas Resources Inc. | 17888H103 | 141,235 | $3.9M | 0.72% |
| 41 | Apple Inc | AAPL | 18,172 | $3.7M | 0.69% |
| 42 | Waters Corp | 941848103 | 10,616 | $3.7M | 0.69% |
| 43 | Canadian National Railway Co | 136375102 | 34,343 | $3.6M | 0.66% |
| 44 | TJX Companies Inc | 872540109 | 28,790 | $3.6M | 0.66% |
| 45 | Brookfield Asset Management Lt | 113004105 | 63,849 | $3.5M | 0.66% |
| 46 | Keysight Technologies Inc | KEYS | 21,246 | $3.5M | 0.65% |
| 47 | MarineMax, Inc. | HZO | 138,168 | $3.5M | 0.65% |
| 48 | Dream Finders Homes Inc Cl A | DFH | 136,519 | $3.4M | 0.64% |
| 49 | SPDR S&P 500 | SPY | 5,083 | $3.1M | 0.58% |
| 50 | Liberty Media Corp Ser A Formu | FWONB | 32,930 | $3.1M | 0.58% |
| 51 | McDonalds Corp | MCD | 9,672 | $2.8M | 0.53% |
| 52 | Valmont Industries Inc | VMI | 8,529 | $2.8M | 0.52% |
| 53 | Wells Fargo Co | 949746101 | 29,445 | $2.4M | 0.44% |
| 54 | Pepsico Inc | PEP | 17,547 | $2.3M | 0.43% |
| 55 | Markel Corp | MKL | 1,053 | $2.1M | 0.39% |
| 56 | US Bancorp | USB-PS | 46,109 | $2.1M | 0.39% |
| 57 | American Express | AXP | 5,338 | $1.7M | 0.32% |
| 58 | Esab Corp | ESAB | 13,768 | $1.7M | 0.31% |
| 59 | Crimson Wine Group Ltd | CWGL | 284,723 | $1.6M | 0.29% |
| 60 | United Health Group Inc | UNH | 4,081 | $1.3M | 0.24% |
| 61 | Bank of America | 060505104 | 25,904 | $1.2M | 0.23% |
| 62 | Costco Wholesale Corp | 22160K105 | 1,180 | $1.2M | 0.22% |
| 63 | Procter & Gamble Co | 742718109 | 7,105 | $1.1M | 0.21% |
| 64 | Abbvie Inc | ABBV | 5,650 | $1.0M | 0.20% |
| 65 | Moody's Corp | MCO | 2,070 | $1.0M | 0.19% |
| 66 | Schwab US Large Cap ETF | 808524201 | 41,328 | $1.0M | 0.19% |
| 67 | Constellium SE | CSTM | 73,870 | $982,471 | 0.18% |
| 68 | Costamare Inc. 8.50 Preferred | CMRE-PC | 32,359 | $854,278 | 0.16% |
| 69 | Abbott Laboratories | ABLZF | 6,210 | $844,622 | 0.16% |
| 70 | Home Depot Inc | HD | 2,289 | $839,239 | 0.16% |
| 71 | Amgen Inc | AMGN | 2,723 | $760,289 | 0.14% |
| 72 | Nestle S.A. Spons ADR | 641069406 | 7,555 | $748,192 | 0.14% |
| 73 | Amazon.com Inc | AMZN | 2,663 | $584,236 | 0.11% |
| 74 | Vanguard Scottsdale Fds Corp B | 92206C409 | 7,333 | $582,974 | 0.11% |
| 75 | Dominion Energy, Inc. | D | 9,007 | $509,076 | 0.09% |
| 76 | CVS Corp | CVS | 7,224 | $498,312 | 0.09% |
| 77 | Walmart Inc | WMT | 4,642 | $453,895 | 0.08% |
| 78 | Colgate Palmolive Co | CL | 4,843 | $440,229 | 0.08% |
| 79 | iShares Core S&P 500 ETF | 464287200 | 612 | $379,991 | 0.07% |
| 80 | Shell Plc Sponsored Adr | RYDAF | 5,279 | $371,694 | 0.07% |
| 81 | Automatic Data Processing Inc | ADP | 1,198 | $369,463 | 0.07% |
| 82 | Charles Schwab US Mc ETF | 808524508 | 12,572 | $352,643 | 0.07% |
| 83 | Diageo Plc ADR | DGEAF | 3,432 | $346,083 | 0.06% |
| 84 | SunOpta Inc. | STKL | 57,500 | $333,500 | 0.06% |
| 85 | Schwab International Equity ET | 808524805 | 13,945 | $308,183 | 0.06% |
| 86 | JP Morgan Chase & Co | VYLD | 1,042 | $302,086 | 0.06% |
| 87 | Novartis A G ADR | NVSEF | 2,402 | $290,666 | 0.05% |
| 88 | iShares Gold ETF | IAU | 4,619 | $288,041 | 0.05% |
| 89 | Amdocs Limited F | DOX | 3,015 | $275,089 | 0.05% |
| 90 | Schwab US Aggregate Bond ETF | 808524839 | 10,623 | $246,867 | 0.05% |
| 91 | Duke Energy Corp | DUKB | 1,991 | $234,938 | 0.04% |
| 92 | CarMax Inc | KMX | 3,429 | $230,463 | 0.04% |
| 93 | Wheaton Precious Metals Corp | WPM | 2,500 | $224,500 | 0.04% |
| 94 | Johnson Controls International | G51502105 | 2,101 | $221,908 | 0.04% |
| 95 | Exxon Mobil Corp | XOM | 2,000 | $215,600 | 0.04% |
| 96 | Nextera Energy Inc | NEE-PW | 3,000 | $208,260 | 0.04% |
| 97 | Mistras Group Inc | MG | 21,362 | $171,110 | 0.03% |