Lawson Kroeker Investment Management Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 29, 2024), Lawson Kroeker Investment Management Inc. reported 89 stock positions worth $517.1 million. Its top holding was Texas Pacific Land (TPL) at 7.4% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 5.9%) and Microsoft (MSFT, 3.9%). Compared with Q1 2024, it opened 6 new positions, added to 24 and reduced 42. The biggest buy was Asbury Automotive (ABG, shares +108%) and the biggest sale Lincoln Electric (LECO, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001013701
- Portfolio Value
- $517.1M (Q2 2024)
- SEC Filing
- 0001013701-24-000003 ↗ filed Jul 29, 2024
Holdings Value
Holdings 89 stocks · $517.1M
| TPL Texas Pacific Land Corp. | 7.45% | 52,441 | $38.5M | Reduce -7.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 5.95% | 75,590 | $30.8M | Reduce -0.0% |
| MSFT Microsoft Corp. | 3.88% | 44,897 | $20.1M | Reduce -0.4% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 3.72% | 74,276 | $19.3M | Reduce -2.6% |
| GOOG Alphabet Inc. Class C | 3.53% | 99,655 | $18.3M | Add +0.2% |
| AZO AutoZone Inc. | 3.30% | 5,760 | $17.1M | Reduce -0.5% |
| HCA HCA Healthcare Inc. | 3.30% | 53,125 | $17.1M | Add +1.6% |
| CPRT Copart Inc. | 2.97% | 283,129 | $15.3M | Reduce -1.4% |
| PSX Phillips 66 | 2.90% | 106,348 | $15.0M | Reduce -1.1% |
| ELV Elevance Health Inc. | 2.86% | 27,283 | $14.8M | Reduce -0.1% |
| AFL Aflac Inc. | 2.75% | 159,353 | $14.2M | Reduce -1.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.72% | 23 | $14.1M | No change |
| FITB Fifth Third Bancorp | 2.44% | 345,190 | $12.6M | Reduce -0.7% |
| CRL Charles River Laboratories | 2.22% | 55,458 | $11.5M | Add +0.5% |
| ABG Asbury Automotive Group | 2.09% | 47,444 | $10.8M | Add +107.7% |
| NNI Nelnet Inc. Class A | 2.00% | 102,586 | $10.3M | Add +0.9% |
| LECO Lincoln Electric Holdings | 1.96% | 53,657 | $10.1M | Reduce -0.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.94% | 101,069 | $10.0M | Reduce -2.0% |
| HSY The Hershey Co. | 1.78% | 50,026 | $9.2M | Reduce -0.3% |
| BN Brookfield Corp. | 1.76% | 218,689 | $9.1M | Reduce -3.8% |
| TMO Thermo Fisher Scientific Inc. | 1.74% | 16,314 | $9.0M | Reduce -1.8% |
| ENOV Enovis Corp. | 1.70% | 194,604 | $8.8M | Add +55.4% |
| LKQ LKQ Corp. | 1.67% | 208,206 | $8.7M | Add +2.1% |
| CP Canadian Pacific Kansas City | 1.52% | 99,541 | $7.8M | Reduce -0.7% |
| JNJ Johnson & Johnson | 1.51% | 53,591 | $7.8M | Add +0.4% |
| CVX Chevron Corp. | 1.45% | 48,097 | $7.5M | Add +2.9% |
| CIVI Civitas Resources Inc. | 1.42% | 106,587 | $7.4M | Reduce -1.3% |
| KO The Coca-Cola Co. | 1.34% | 108,648 | $6.9M | Reduce -0.2% |
| BOC Boston Omaha Corp. Class A | 1.25% | 478,492 | $6.4M | Add +2.7% |
| PFE Pfizer Inc. | 1.20% | 222,661 | $6.2M | Reduce -0.0% |
| GOOGL Alphabet Inc. Class A | 1.18% | 33,556 | $6.1M | Reduce -2.8% |
| MSM MSC Industrial Direct Co. Class A | 1.09% | 71,032 | $5.6M | Add +1.4% |
| CFR Cullen/Frost Bankers Inc. | 1.07% | 54,363 | $5.5M | Reduce -1.2% |
| VMC Vulcan Materials Co. | 1.05% | 21,754 | $5.4M | Reduce -2.3% |
| ACN Accenture PLC Class A | 1.04% | 17,796 | $5.4M | Reduce -0.0% |
| FINN First Natl of Nebraska Inc. | 1.02% | 451 | $5.3M | Reduce -1.3% |
| DNOPY Dino Polska SA Unsp- ADR | 0.98% | 104,003 | $5.1M | Reduce -0.1% |
| HZO Marinemax Inc. | 0.94% | 150,474 | $4.9M | Add +4.5% |
| ROST Ross Stores Inc. | 0.91% | 32,261 | $4.7M | Reduce -0.6% |
| Valmont Industries Inc | 0.89% | 16,786 | $4.6M | No change |
| WAT Waters Corp. | 0.86% | 15,359 | $4.5M | Add +0.2% |
| AAPL Apple Inc. | 0.83% | 20,498 | $4.3M | Add +0.0% |
| WFC Wells Fargo & Co. | 0.80% | 69,533 | $4.1M | Reduce -0.8% |
| CNI Canadian Natl Railway Co. | 0.76% | 33,398 | $3.9M | Reduce -0.6% |
| DFH Dream Finders Homes Inc. Class A | 0.71% | 143,189 | $3.7M | Reduce -0.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.64% | 30,279 | $3.3M | Reduce -1.3% |
| KEYS Keysight Technologies Inc. | 0.59% | 22,355 | $3.1M | Reduce -1.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.55% | 5,216 | $2.8M | Add +9.0% |
| BAM Brookfield Asset Mgmt-A | 0.54% | 73,329 | $2.8M | Reduce -2.2% |
| MCD McDonald's Corp. | 0.50% | 10,162 | $2.6M | No change |
| PEP Pepsico Inc. | 0.46% | 14,482 | $2.4M | Add +0.2% |
| FWONA Liberty Media Corp.-Liberty-A | 0.46% | 36,692 | $2.4M | Reduce -3.1% |
| UNH Unitedhealth Group Inc. | 0.41% | 4,116 | $2.1M | No change |
| CWGL Crimson Wine Group Ltd. | 0.37% | 316,633 | $1.9M | Reduce -0.8% |
| USB US Bancorp | 0.34% | 44,862 | $1.8M | Reduce -0.5% |
| MKL Markel Group Inc. | 0.33% | 1,098 | $1.7M | Reduce -1.8% |
| CSTM Constellium SE | 0.29% | 79,645 | $1.5M | Reduce -4.7% |
| ESAB Esab Corp. | 0.25% | 13,951 | $1.3M | Add +0.2% |
| PG The Procter & Gamble Co. | 0.25% | 7,776 | $1.3M | Add +0.5% |
| AXP American Express Co. | 0.24% | 5,458 | $1.3M | Add +0.9% |
| DEO Diageo PLC-Sponsored ADR | 0.21% | 8,572 | $1.1M | Add +1.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.20% | 25,934 | $1.0M | No change |
| COST Costco Wholesale Corp. | 0.19% | 1,180 | $1.0M | New |
| ABBV Abbvie Inc. | 0.19% | 5,759 | $988K | No change |
| AMGN Amgen Inc. | 0.19% | 3,070 | $959K | Add +0.8% |
| MG Mistras Group Inc. | 0.17% | 107,919 | $895K | Reduce -3.6% |
| MCO Moody's Corp. | 0.17% | 2,070 | $871K | No change |
| NSRGY Nestle SA-Spons ADR | 0.17% | 8,530 | $871K | Reduce -0.6% |
| HD Home Depot Inc. | 0.15% | 2,289 | $788K | No change |
| ABT Abbott Laboratories | 0.13% | 6,402 | $665K | No change |
| WMT Walmart Inc. | 0.12% | 9,366 | $634K | Add +42.8% |
| CVS CVS Health Corp. | 0.12% | 10,230 | $604K | No change |
| TFX Teleflex Inc. | 0.12% | 2,850 | $599K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.11% | 7,468 | $577K | Reduce -6.8% |
| CL Colgate-Palmolive Co. | 0.11% | 5,692 | $552K | No change |
| DOX Amdocs Ltd. | 0.10% | 6,380 | $504K | No change |
| AMZN Amazon.com Inc. | 0.09% | 2,403 | $464K | New |
| SHEL Shell PLC-ADR | 0.09% | 6,095 | $440K | Add +32.6% |
| STKL Sunopta Inc. | 0.08% | 75,000 | $405K | New |
| KMX Carmax Inc. | 0.07% | 4,952 | $363K | Reduce -9.5% |
| D Dominion Energy Inc. | 0.07% | 7,410 | $363K | Reduce -5.4% |
| XOM Exxon Mobil Corp. | 0.07% | 3,000 | $345K | New |
| TANDEM DIABETES CARE INC | 0.07% | 8,500 | $342K | New |
| NEE Nextera Energy Inc. | 0.06% | 4,300 | $304K | No change |
| ADP Automatic Data Processing | 0.06% | 1,198 | $286K | No change |
| BF.A Brown-Forman Corp. Class A | 0.06% | 6,582 | $284K | No change |
| BA The Boeing Co. | 0.05% | 1,515 | $276K | No change |
| JPM JPMorgan Chase & Co. | 0.05% | 1,357 | $274K | New |
| NVS Novartis AG-Sponsored ADR | 0.05% | 2,442 | $260K | Add +1.8% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $851K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| COSTAMARE INC (CMRE 8.5 PERP C) | PRD | 32,599 | $851K | No change |
Total filed on the 13F, all lines: $518.0M.
Portfolio Sells Q1 2024 → Q2 2024
| LECO Lincoln Electric Holdings | Reduce -0.7% | 1.96% | −0.66 |
| DFH Dream Finders Homes Inc. Class A | Reduce -0.3% | 0.71% | −0.48 |
| DIS The Walt Disney Co. | Reduce -2.0% | 1.94% | −0.46 |
| PSX Phillips 66 | Reduce -1.1% | 2.90% | −0.43 |
| CPRT Copart Inc. | Reduce -1.4% | 2.97% | −0.19 |
| CP Canadian Pacific Kansas City | Reduce -0.7% | 1.52% | −0.16 |
| AZO AutoZone Inc. | Reduce -0.5% | 3.30% | −0.16 |
| CIVI Civitas Resources Inc. | Reduce -1.3% | 1.42% | −0.13 |
| ACN Accenture PLC Class A | Reduce -0.0% | 1.04% | −0.13 |
| CFR Cullen/Frost Bankers Inc. | Reduce -1.2% | 1.07% | −0.11 |
| VMC Vulcan Materials Co. | Reduce -2.3% | 1.05% | −0.11 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.0% | 5.95% | −0.09 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.8% | 1.74% | −0.09 |
| KEYS Keysight Technologies Inc. | Reduce -1.0% | 0.59% | −0.08 |
| CNI Canadian Natl Railway Co. | Reduce -0.6% | 0.76% | −0.08 |
| HSY The Hershey Co. | Reduce -0.3% | 1.78% | −0.07 |
| FINN First Natl of Nebraska Inc. | Reduce -1.3% | 1.02% | −0.07 |
| CSTM Constellium SE | Reduce -4.7% | 0.29% | −0.06 |
| BAM Brookfield Asset Mgmt-A | Reduce -2.2% | 0.54% | −0.06 |
| BN Brookfield Corp. | Reduce -3.8% | 1.76% | −0.05 |
| USB US Bancorp | Reduce -0.5% | 0.34% | −0.04 |
| MG Mistras Group Inc. | Reduce -3.6% | 0.17% | −0.03 |
| KMX Carmax Inc. | Reduce -9.5% | 0.07% | −0.02 |
| FITB Fifth Third Bancorp | Reduce -0.7% | 2.44% | −0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -6.8% | 0.11% | −0.01 |
| NSRGY Nestle SA-Spons ADR | Reduce -0.6% | 0.17% | −0.00 |
| D Dominion Energy Inc. | Reduce -5.4% | 0.07% | −0.00 |
| ROST Ross Stores Inc. | Reduce -0.6% | 0.91% | +0.00 |
| PFE Pfizer Inc. | Reduce -0.0% | 1.20% | +0.00 |
| MKL Markel Group Inc. | Reduce -1.8% | 0.33% | +0.01 |
| CWGL Crimson Wine Group Ltd. | Reduce -0.8% | 0.37% | +0.01 |
| WFC Wells Fargo & Co. | Reduce -0.8% | 0.80% | +0.03 |
| DNOPY Dino Polska SA Unsp- ADR | Reduce -0.1% | 0.98% | +0.03 |
| FWONA Liberty Media Corp.-Liberty-A | Reduce -3.1% | 0.46% | +0.03 |
| TJX TJX Companies Inc. | Reduce -1.3% | 0.64% | +0.05 |
| KO The Coca-Cola Co. | Reduce -0.2% | 1.34% | +0.07 |
| AJG Arthur J Gallagher & Co. | Reduce -2.6% | 3.72% | +0.10 |
| AFL Aflac Inc. | Reduce -1.4% | 2.75% | +0.12 |
| ELV Elevance Health Inc. | Reduce -0.1% | 2.86% | +0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -2.8% | 1.18% | +0.19 |
| MSFT Microsoft Corp. | Reduce -0.4% | 3.88% | +0.27 |
| TPL Texas Pacific Land Corp. | Reduce -7.7% | 7.45% | +1.21 |
Portfolio Buys Q1 2024 → Q2 2024
| ABG Asbury Automotive Group | Add +107.7% | 2.09% | +1.07 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 3.53% | +0.66 |
| ENOV Enovis Corp. | Add +55.4% | 1.70% | +0.22 |
| COST Costco Wholesale Corp. | New | 0.19% | +0.19 |
| NNI Nelnet Inc. Class A | Add +0.9% | 2.00% | +0.17 |
| AAPL Apple Inc. | Add +0.0% | 0.83% | +0.17 |
| AMZN Amazon.com Inc. | New | 0.09% | +0.09 |
| STKL Sunopta Inc. | New | 0.08% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +9.0% | 0.55% | +0.07 |
| XOM Exxon Mobil Corp. | New | 0.07% | +0.07 |
| TANDEM DIABETES CARE INC | New | 0.07% | +0.07 |
| CVX Chevron Corp. | Add +2.9% | 1.45% | +0.06 |
| JPM JPMorgan Chase & Co. | New | 0.05% | +0.05 |
| WMT Walmart Inc. | Add +42.8% | 0.12% | +0.05 |
| HZO Marinemax Inc. | Add +4.5% | 0.94% | +0.03 |
| SHEL Shell PLC-ADR | Add +32.6% | 0.09% | +0.03 |
| AMGN Amgen Inc. | Add +0.8% | 0.19% | +0.02 |
| AXP American Express Co. | Add +0.9% | 0.24% | +0.01 |
| PG The Procter & Gamble Co. | Add +0.5% | 0.25% | +0.01 |
| NVS Novartis AG-Sponsored ADR | Add +1.8% | 0.05% | +0.01 |
| HCA HCA Healthcare Inc. | Add +1.6% | 3.30% | −0.01 |
| PEP Pepsico Inc. | Add +0.2% | 0.46% | −0.02 |
| DEO Diageo PLC-Sponsored ADR | Add +1.9% | 0.21% | −0.03 |
| ESAB Esab Corp. | Add +0.2% | 0.25% | −0.04 |
| JNJ Johnson & Johnson | Add +0.4% | 1.51% | −0.10 |
| BOC Boston Omaha Corp. Class A | Add +2.7% | 1.25% | −0.12 |
| WAT Waters Corp. | Add +0.2% | 0.86% | −0.14 |
| MSM MSC Industrial Direct Co. Class A | Add +1.4% | 1.09% | −0.20 |
| LKQ LKQ Corp. | Add +2.1% | 1.67% | −0.39 |
| CRL Charles River Laboratories | Add +0.5% | 2.22% | −0.62 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 58 | $359.8M | TPL, BRK.B, AJG, GOOG, PSX |
| Q1 2026 | 58 | $342.3M | TPL, BRK.B, PSX, AJG, MSFT |
| Q4 2025 | 61 | $335.2M | TPL, BRK.B, AJG, MSFT, HCA |
| Q3 2025 | 98 | $546.7M | BRK.B, TPL, AZO, HCA, MSFT |
| Q2 2025 | 96 | $536.7M | TPL, BRK.B, MSFT, AJG, AZO |
| Q1 2025 | 88 | $541.0M | TPL, BRK.B, AJG, AZO, HCA |
| Q4 2024 | 90 | $530.2M | TPL, BRK.B, AJG, MSFT, GOOG |
| Q3 2024 | 87 | $548.0M | TPL, BRK.B, HCA, AJG, MSFT |
| Q2 2024 | 89 | $517.1M | TPL, BRK.B, MSFT, AJG, GOOG |
| Q1 2024 | 83 | $526.7M | TPL, BRK.B, AJG, MSFT, AZO |