13F HOLDINGS REPORT
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
Quarter ended Q3 2025 · Filed October 20, 2025 · Accession 0001013701-25-000005
Total Value
$547.6M
Positions
99
Other Managers
0
Confidential Omitted
No
Holdings (99)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | Berkshire Hathaway Inc Cl B | BRK-A | 75,506 | $38.0M | 6.93% |
| 2 | Texas Pacific Land Corp | TPL | 39,742 | $37.1M | 6.78% |
| 3 | Auto Zone Inc | AZO | 5,496 | $23.6M | 4.31% |
| 4 | HCA Healthcare Inc | HCA | 52,063 | $22.2M | 4.05% |
| 5 | Microsoft Corp | MSFT | 41,644 | $21.6M | 3.94% |
| 6 | Phillips 66 | PSX | 149,616 | $20.4M | 3.72% |
| 7 | Arthur J Gallagher & Co | 363576109 | 63,168 | $19.6M | 3.57% |
| 8 | Alphabet Inc Cl C | GOOG | 72,674 | $17.7M | 3.23% |
| 9 | Aflac Inc | AFL | 128,105 | $14.3M | 2.61% |
| 10 | Elevance Health Inc | ELV | 43,258 | $14.0M | 2.55% |
| 11 | Fifth Third Bancorp | FITBM | 308,900 | $13.8M | 2.51% |
| 12 | Chubb Corp | CB | 48,521 | $13.7M | 2.50% |
| 13 | Berkshire Hathaway Inc Cl A | BRK-A | 18 | $13.6M | 2.48% |
| 14 | Nelnet | NNI | 100,918 | $12.7M | 2.31% |
| 15 | Copart Inc | CPRT | 271,220 | $12.2M | 2.23% |
| 16 | Lincoln Electric Holdings Inc | 533900106 | 50,661 | $11.9M | 2.18% |
| 17 | Asbury Automotive Group | ABG | 47,217 | $11.5M | 2.11% |
| 18 | Disney Walt | 254687106 | 94,601 | $10.8M | 1.98% |
| 19 | Hershey Foods Corp | HSY | 55,189 | $10.3M | 1.89% |
| 20 | Johnson & Johnson | JNJ | 47,995 | $8.9M | 1.63% |
| 21 | Brookfield Corporation | 11271J107 | 118,422 | $8.1M | 1.48% |
| 22 | Charles River Labs Int'l | 159864107 | 49,915 | $7.8M | 1.43% |
| 23 | Thermo Fisher Corp | TMO | 15,782 | $7.7M | 1.40% |
| 24 | Canadian Pacific Kansas City L | CP | 97,467 | $7.3M | 1.33% |
| 25 | MSC Industrial Direct Co. | 553530106 | 76,047 | $7.0M | 1.28% |
| 26 | Dino Polska SA Adr | 25445T106 | 578,615 | $6.9M | 1.26% |
| 27 | Bruker Corp | BRKRP | 212,085 | $6.9M | 1.26% |
| 28 | Cullen/Frost Bankers, Inc. | CFR-PB | 53,959 | $6.8M | 1.25% |
| 29 | Alphabet Inc Cl A | GOOG | 26,954 | $6.6M | 1.20% |
| 30 | Coca Cola Co | KO | 97,169 | $6.4M | 1.18% |
| 31 | Vulcan Materials Co | 929160109 | 20,779 | $6.4M | 1.17% |
| 32 | Boston Omaha Corp | BOC | 479,208 | $6.3M | 1.14% |
| 33 | First National of Nebraska Inc | 335720108 | 418 | $5.9M | 1.07% |
| 34 | Chevron Corp | CVX | 33,120 | $5.1M | 0.94% |
| 35 | Pfizer Inc | PFE | 201,666 | $5.1M | 0.94% |
| 36 | Ross Stores Inc | ROST | 32,085 | $4.9M | 0.89% |
| 37 | Sky Harbour Group Corp Cl A | SKYH-WT | 473,417 | $4.7M | 0.85% |
| 38 | Apple Inc | AAPL | 18,042 | $4.6M | 0.84% |
| 39 | Civitas Resources Inc. | 17888H103 | 136,811 | $4.4M | 0.81% |
| 40 | Accenture Plc Ireland Shs Cl A | ACN | 16,880 | $4.2M | 0.76% |
| 41 | TJX Companies Inc | 872540109 | 28,686 | $4.1M | 0.76% |
| 42 | LKQ Corporation | LKQ | 132,334 | $4.0M | 0.74% |
| 43 | Keysight Technologies Inc | KEYS | 21,361 | $3.7M | 0.68% |
| 44 | MarineMax, Inc. | HZO | 135,598 | $3.4M | 0.63% |
| 45 | Brookfield Asset Management Lt | 113004105 | 59,870 | $3.4M | 0.62% |
| 46 | SPDR S&P 500 | SPY | 5,083 | $3.4M | 0.62% |
| 47 | Valmont Industries Inc | VMI | 8,529 | $3.3M | 0.60% |
| 48 | Canadian National Railway Co | 136375102 | 34,118 | $3.2M | 0.59% |
| 49 | Dream Finders Homes Inc Cl A | DFH | 123,489 | $3.2M | 0.58% |
| 50 | Waters Corp | 941848103 | 10,571 | $3.2M | 0.58% |
| 51 | Liberty Media Corp Ser A Formu | FWONB | 32,740 | $3.1M | 0.57% |
| 52 | McDonalds Corp | MCD | 9,272 | $2.8M | 0.51% |
| 53 | Pepsico Inc | PEP | 17,810 | $2.5M | 0.46% |
| 54 | Wells Fargo Co | 949746101 | 29,395 | $2.5M | 0.45% |
| 55 | US Bancorp | USB-PS | 45,836 | $2.2M | 0.40% |
| 56 | Markel Corp | MKL | 1,052 | $2.0M | 0.37% |
| 57 | American Express | AXP | 5,338 | $1.8M | 0.32% |
| 58 | Esab Corp | ESAB | 13,674 | $1.5M | 0.28% |
| 59 | Crimson Wine Group Ltd | CWGL | 279,273 | $1.4M | 0.26% |
| 60 | United Health Group Inc | UNH | 4,031 | $1.4M | 0.25% |
| 61 | Bank of America | 060505104 | 26,006 | $1.3M | 0.25% |
| 62 | Costco Wholesale Corp | 22160K105 | 1,281 | $1.2M | 0.22% |
| 63 | Abbvie Inc | ABBV | 4,750 | $1.1M | 0.20% |
| 64 | Procter & Gamble Co | 742718109 | 7,105 | $1.1M | 0.20% |
| 65 | Schwab US Large Cap ETF | 808524201 | 41,328 | $1.1M | 0.20% |
| 66 | Moody's Corp | MCO | 2,070 | $986,314 | 0.18% |
| 67 | Constellium SE | CSTM | 63,020 | $937,738 | 0.17% |
| 68 | Home Depot Inc | HD | 2,289 | $927,480 | 0.17% |
| 69 | Costamare Inc. 8.50 Preferred | CMRE-PC | 32,359 | $856,802 | 0.16% |
| 70 | Amgen Inc | AMGN | 2,723 | $768,431 | 0.14% |
| 71 | Abbott Laboratories | ABLZF | 5,210 | $697,827 | 0.13% |
| 72 | Nestle S.A. Spons ADR | 641069406 | 7,305 | $670,869 | 0.12% |
| 73 | Amazon.com Inc | AMZN | 2,663 | $584,715 | 0.11% |
| 74 | Vanguard Scottsdale Fds Corp B | 92206C409 | 7,018 | $560,949 | 0.10% |
| 75 | CVS Corp | CVS | 7,224 | $544,617 | 0.10% |
| 76 | Dominion Energy, Inc. | D | 7,967 | $487,341 | 0.09% |
| 77 | Walmart Inc | WMT | 4,642 | $478,405 | 0.09% |
| 78 | iShares Core S&P 500 ETF | 464287200 | 612 | $409,612 | 0.07% |
| 79 | Colgate Palmolive Co | CL | 4,843 | $387,149 | 0.07% |
| 80 | Charles Schwab US Mc ETF | 808524508 | 12,625 | $374,217 | 0.07% |
| 81 | Shell Plc Sponsored Adr | RYDAF | 5,039 | $360,440 | 0.07% |
| 82 | Automatic Data Processing Inc | ADP | 1,198 | $351,613 | 0.06% |
| 83 | SunOpta Inc. | STKL | 57,500 | $336,950 | 0.06% |
| 84 | iShares Gold ETF | IAU | 4,619 | $336,125 | 0.06% |
| 85 | Schwab International Equity ET | 808524805 | 13,945 | $324,639 | 0.06% |
| 86 | Diageo Plc ADR | DGEAF | 3,381 | $322,649 | 0.06% |
| 87 | Novartis A G ADR | NVSEF | 2,402 | $308,032 | 0.06% |
| 88 | Wheaton Precious Metals Corp | WPM | 2,500 | $279,600 | 0.05% |
| 89 | JP Morgan Chase & Co | VYLD | 842 | $265,592 | 0.05% |
| 90 | Union Pacific Corp | UNP | 1,119 | $264,498 | 0.05% |
| 91 | Schwab US Aggregate Bond ETF | 808524839 | 10,731 | $251,857 | 0.05% |
| 92 | Amdocs Limited F | DOX | 3,015 | $247,381 | 0.05% |
| 93 | Duke Energy Corp | DUKB | 1,991 | $246,386 | 0.04% |
| 94 | Johnson Controls International | G51502105 | 2,101 | $231,005 | 0.04% |
| 95 | Nextera Energy Inc | NEE-PW | 3,000 | $226,470 | 0.04% |
| 96 | Exxon Mobil Corp | XOM | 2,000 | $225,500 | 0.04% |
| 97 | Coherent, Inc. | COHR | 2,000 | $215,440 | 0.04% |
| 98 | Mistras Group Inc | MG | 21,362 | $210,202 | 0.04% |
| 99 | Cardinal Resources | 14153Q108 | 100,000 | $0 | 0.00% |