Lawson Kroeker Investment Management Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Lawson Kroeker Investment Management Inc. reported 87 stock positions worth $548.0 million. Its top holding was Texas Pacific Land (TPL) at 8.0% of the portfolio, followed by Berkshire Hathaway Class B (BRK.B, 6.3%) and HCA Healthcare (HCA, 3.9%). Compared with Q2 2024, it opened 2 new positions, sold out of 4, added to 22 and reduced 47. The biggest buy was a new position in SKY Harbour (SKYH) and the biggest sale an exit from SS SPDR S&P 500 ETF Trust-US (SPY).
- Most Recent 13F
- Q2 2026
- Location
- OMAHA, NE
- CIK
- 0001013701
- Portfolio Value
- $548.0M (Q3 2024)
- SEC Filing
- 0001013701-24-000004 ↗ filed Oct 15, 2024
Holdings Value
Holdings 87 stocks · $548.0M
| TPL Texas Pacific Land Corp. | 8.03% | 49,707 | $44.0M | Reduce -5.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 6.28% | 74,722 | $34.4M | Reduce -1.1% |
| HCA HCA Healthcare Inc. | 3.93% | 52,974 | $21.5M | Reduce -0.3% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 3.75% | 73,058 | $20.6M | Reduce -1.6% |
| MSFT Microsoft Corp. | 3.53% | 44,975 | $19.4M | Add +0.2% |
| AZO AutoZone Inc. | 3.32% | 5,767 | $18.2M | Add +0.1% |
| AFL Aflac Inc. | 3.17% | 155,331 | $17.4M | Reduce -2.5% |
| GOOG Alphabet Inc. Class C | 3.05% | 100,059 | $16.7M | Add +0.4% |
| BRK.A Berkshire Hathaway Inc. Class A | 2.90% | 23 | $15.9M | No change |
| CPRT Copart Inc. | 2.72% | 284,133 | $14.9M | Add +0.3% |
| FITB Fifth Third Bancorp | 2.68% | 343,401 | $14.7M | Reduce -0.5% |
| ELV Elevance Health Inc. | 2.63% | 27,716 | $14.4M | Add +1.6% |
| PSX Phillips 66 | 2.54% | 106,093 | $13.9M | Reduce -0.2% |
| NNI Nelnet Inc. Class A | 2.12% | 102,777 | $11.6M | Add +0.2% |
| ABG Asbury Automotive Group | 2.04% | 46,831 | $11.2M | Reduce -1.3% |
| CRL Charles River Laboratories | 2.03% | 56,535 | $11.1M | Add +1.9% |
| BN Brookfield Corp. | 1.98% | 204,611 | $10.9M | Reduce -6.4% |
| LECO Lincoln Electric Holdings | 1.88% | 53,702 | $10.3M | Add +0.1% |
| TMO Thermo Fisher Scientific Inc. | 1.83% | 16,176 | $10.0M | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 1.77% | 101,043 | $9.7M | Reduce -0.0% |
| HSY The Hershey Co. | 1.74% | 49,738 | $9.5M | Reduce -0.6% |
| ENOV Enovis Corp. | 1.71% | 217,673 | $9.4M | Add +11.8% |
| CIVI Civitas Resources Inc. | 1.63% | 176,458 | $8.9M | Add +65.5% |
| JNJ Johnson & Johnson | 1.58% | 53,426 | $8.7M | Reduce -0.3% |
| CP Canadian Pacific Kansas City | 1.54% | 98,572 | $8.4M | Reduce -1.0% |
| LKQ LKQ Corp. | 1.53% | 210,124 | $8.4M | Add +0.9% |
| KO The Coca-Cola Co. | 1.42% | 108,098 | $7.8M | Reduce -0.5% |
| BOC Boston Omaha Corp. Class A | 1.34% | 492,490 | $7.3M | Add +2.9% |
| PFE Pfizer Inc. | 1.15% | 218,311 | $6.3M | Reduce -1.9% |
| ACN Accenture PLC Class A | 1.15% | 17,808 | $6.3M | Add +0.1% |
| MSM MSC Industrial Direct Co. Class A | 1.14% | 72,628 | $6.3M | Add +2.3% |
| CFR Cullen/Frost Bankers Inc. | 1.11% | 54,337 | $6.1M | Reduce -0.1% |
| DNOPY Dino Polska SA Unsp- ADR | 1.03% | 121,651 | $5.7M | Add +17.0% |
| GOOGL Alphabet Inc. Class A | 1.02% | 33,569 | $5.6M | Add +0.0% |
| WAT Waters Corp. | 1.01% | 15,371 | $5.5M | Add +0.1% |
| FINN First Natl of Nebraska Inc. | 0.99% | 451 | $5.4M | No change |
| VMC Vulcan Materials Co. | 0.99% | 21,564 | $5.4M | Reduce -0.9% |
| DFH Dream Finders Homes Inc. Class A | 0.95% | 143,157 | $5.2M | Reduce -0.0% |
| CVX Chevron Corp. | 0.93% | 34,643 | $5.1M | Reduce -28.0% |
| HZO Marinemax Inc. | 0.89% | 138,344 | $4.9M | Reduce -8.1% |
| ROST Ross Stores Inc. | 0.89% | 32,261 | $4.9M | No change |
| AAPL Apple Inc. | 0.86% | 20,322 | $4.7M | Reduce -0.9% |
| CNI Canadian Natl Railway Co. | 0.70% | 32,868 | $3.9M | Reduce -1.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.65% | 30,137 | $3.5M | Reduce -0.5% |
| KEYS Keysight Technologies Inc. | 0.63% | 21,805 | $3.5M | Reduce -2.5% |
| Valmont Industries Inc | 0.62% | 11,786 | $3.4M | Reduce -29.8% |
| WFC Wells Fargo & Co. | 0.61% | 59,470 | $3.4M | Reduce -14.5% |
| BAM Brookfield Asset Mgmt-A | 0.60% | 69,812 | $3.3M | Reduce -4.8% |
| MCD McDonald's Corp. | 0.55% | 9,842 | $3.0M | Reduce -3.1% |
| FWONA Liberty Media Corp.-Liberty-A | 0.48% | 36,696 | $2.6M | Add +0.0% |
| PEP Pepsico Inc. | 0.45% | 14,407 | $2.4M | Reduce -0.5% |
| UNH Unitedhealth Group Inc. | 0.44% | 4,081 | $2.4M | Reduce -0.8% |
| USB US Bancorp | 0.37% | 44,422 | $2.0M | Reduce -1.0% |
| CWGL Crimson Wine Group Ltd. | 0.34% | 298,923 | $1.9M | Reduce -5.6% |
| SKYH SKY Harbour Group Corp. | 0.34% | 168,993 | $1.9M | New |
| MKL Markel Group Inc. | 0.31% | 1,089 | $1.7M | Reduce -0.8% |
| ESAB Esab Corp. | 0.28% | 14,201 | $1.5M | Add +1.8% |
| AXP American Express Co. | 0.27% | 5,458 | $1.5M | No change |
| PG The Procter & Gamble Co. | 0.24% | 7,634 | $1.3M | Reduce -1.8% |
| CSTM Constellium SE | 0.24% | 79,370 | $1.3M | Reduce -0.3% |
| MG Mistras Group Inc. | 0.22% | 106,686 | $1.2M | Reduce -1.1% |
| ABBV Abbvie Inc. | 0.20% | 5,650 | $1.1M | Reduce -1.9% |
| COST Costco Wholesale Corp. | 0.19% | 1,182 | $1.0M | Add +0.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.19% | 25,934 | $1.0M | No change |
| AMGN Amgen Inc. | 0.18% | 3,070 | $989K | No change |
| MCO Moody's Corp. | 0.18% | 2,070 | $982K | No change |
| HD Home Depot Inc. | 0.17% | 2,289 | $928K | No change |
| NSRGY Nestle SA-Spons ADR | 0.15% | 8,155 | $821K | Reduce -4.4% |
| DEO Diageo PLC-Sponsored ADR | 0.15% | 5,767 | $809K | Reduce -32.7% |
| WMT Walmart Inc. | 0.14% | 9,366 | $756K | No change |
| ABT Abbott Laboratories | 0.13% | 6,210 | $708K | Reduce -3.0% |
| TFX Teleflex Inc. | 0.13% | 2,850 | $705K | No change |
| CVS CVS Health Corp. | 0.10% | 8,853 | $557K | Reduce -13.5% |
| CL Colgate-Palmolive Co. | 0.10% | 5,192 | $539K | Reduce -8.8% |
| DOX Amdocs Ltd. | 0.10% | 6,030 | $528K | Reduce -5.5% |
| AMZN Amazon.com Inc. | 0.09% | 2,672 | $498K | Add +11.2% |
| STKL Sunopta Inc. | 0.09% | 75,000 | $479K | No change |
| D Dominion Energy Inc. | 0.08% | 7,410 | $428K | No change |
| SHEL Shell PLC-ADR | 0.07% | 5,880 | $388K | Reduce -3.5% |
| KMX Carmax Inc. | 0.07% | 4,667 | $361K | Reduce -5.8% |
| TANDEM DIABETES CARE INC | 0.07% | 8,500 | $360K | No change |
| XOM Exxon Mobil Corp. | 0.06% | 3,000 | $352K | No change |
| ADP Automatic Data Processing | 0.06% | 1,198 | $332K | No change |
| JPM JPMorgan Chase & Co. | 0.06% | 1,542 | $325K | Add +13.6% |
| NVS Novartis AG-Sponsored ADR | 0.05% | 2,442 | $281K | No change |
| NEE Nextera Energy Inc. | 0.05% | 3,000 | $254K | Reduce -30.2% |
| DUK Duke Energy Corp. | 0.04% | 1,991 | $230K | New |
Other holdings (1): bonds, preferreds, convertibles and warrants · $870K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| COSTAMARE INC (CMRE 8.5 PERP C) | PRD | 32,359 | $870K | Reduce -0.7% |
Total filed on the 13F, all lines: $548.8M.
Portfolio Sells Q2 2024 → Q3 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −0.55 |
| CVX Chevron Corp. | Reduce -28.0% | 0.93% | −0.52 |
| PSX Phillips 66 | Reduce -0.2% | 2.54% | −0.36 |
| Valmont Industries Inc | Reduce -29.8% | 0.62% | −0.27 |
| WFC Wells Fargo & Co. | Reduce -14.5% | 0.61% | −0.19 |
| DIS The Walt Disney Co. | Reduce -0.0% | 1.77% | −0.17 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.11 |
| DEO Diageo PLC-Sponsored ADR | Reduce -32.7% | 0.15% | −0.06 |
| VMC Vulcan Materials Co. | Reduce -0.9% | 0.99% | −0.06 |
| CNI Canadian Natl Railway Co. | Reduce -1.6% | 0.70% | −0.06 |
| BF.A Brown-Forman Corp. Class A | Sold out | 0.00% | −0.06 |
| CSTM Constellium SE | Reduce -0.3% | 0.24% | −0.05 |
| BA The Boeing Co. | Sold out | 0.00% | −0.05 |
| PFE Pfizer Inc. | Reduce -1.9% | 1.15% | −0.05 |
| ABG Asbury Automotive Group | Reduce -1.3% | 2.04% | −0.05 |
| HZO Marinemax Inc. | Reduce -8.1% | 0.89% | −0.05 |
| HSY The Hershey Co. | Reduce -0.6% | 1.74% | −0.04 |
| MKL Markel Group Inc. | Reduce -0.8% | 0.31% | −0.02 |
| CWGL Crimson Wine Group Ltd. | Reduce -5.6% | 0.34% | −0.02 |
| NSRGY Nestle SA-Spons ADR | Reduce -4.4% | 0.15% | −0.02 |
| CVS CVS Health Corp. | Reduce -13.5% | 0.10% | −0.02 |
| PEP Pepsico Inc. | Reduce -0.5% | 0.45% | −0.01 |
| SHEL Shell PLC-ADR | Reduce -3.5% | 0.07% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -30.2% | 0.05% | −0.01 |
| CL Colgate-Palmolive Co. | Reduce -8.8% | 0.10% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -1.8% | 0.24% | −0.01 |
| KMX Carmax Inc. | Reduce -5.8% | 0.07% | −0.00 |
| DOX Amdocs Ltd. | Reduce -5.5% | 0.10% | −0.00 |
| ABT Abbott Laboratories | Reduce -3.0% | 0.13% | +0.00 |
| TJX TJX Companies Inc. | Reduce -0.5% | 0.65% | +0.00 |
| ABBV Abbvie Inc. | Reduce -1.9% | 0.20% | +0.01 |
| CP Canadian Pacific Kansas City | Reduce -1.0% | 1.54% | +0.02 |
| USB US Bancorp | Reduce -1.0% | 0.37% | +0.03 |
| AJG Arthur J Gallagher & Co. | Reduce -1.6% | 3.75% | +0.03 |
| AAPL Apple Inc. | Reduce -0.9% | 0.86% | +0.03 |
| UNH Unitedhealth Group Inc. | Reduce -0.8% | 0.44% | +0.03 |
| CFR Cullen/Frost Bankers Inc. | Reduce -0.1% | 1.11% | +0.04 |
| KEYS Keysight Technologies Inc. | Reduce -2.5% | 0.63% | +0.04 |
| MCD McDonald's Corp. | Reduce -3.1% | 0.55% | +0.05 |
| MG Mistras Group Inc. | Reduce -1.1% | 0.22% | +0.05 |
| BAM Brookfield Asset Mgmt-A | Reduce -4.8% | 0.60% | +0.06 |
| JNJ Johnson & Johnson | Reduce -0.3% | 1.58% | +0.07 |
| KO The Coca-Cola Co. | Reduce -0.5% | 1.42% | +0.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.8% | 1.83% | +0.08 |
| BN Brookfield Corp. | Reduce -6.4% | 1.98% | +0.23 |
| DFH Dream Finders Homes Inc. Class A | Reduce -0.0% | 0.95% | +0.23 |
| FITB Fifth Third Bancorp | Reduce -0.5% | 2.68% | +0.25 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 6.28% | +0.33 |
| AFL Aflac Inc. | Reduce -2.5% | 3.17% | +0.42 |
| TPL Texas Pacific Land Corp. | Reduce -5.2% | 8.03% | +0.58 |
Portfolio Buys Q2 2024 → Q3 2024
| SKYH SKY Harbour Group Corp. | New | 0.34% | +0.34 |
| CIVI Civitas Resources Inc. | Add +65.5% | 1.63% | +0.21 |
| WAT Waters Corp. | Add +0.1% | 1.01% | +0.15 |
| NNI Nelnet Inc. Class A | Add +0.2% | 2.12% | +0.12 |
| ACN Accenture PLC Class A | Add +0.1% | 1.15% | +0.10 |
| BOC Boston Omaha Corp. Class A | Add +2.9% | 1.34% | +0.09 |
| MSM MSC Industrial Direct Co. Class A | Add +2.3% | 1.14% | +0.05 |
| DNOPY Dino Polska SA Unsp- ADR | Add +17.0% | 1.03% | +0.05 |
| DUK Duke Energy Corp. | New | 0.04% | +0.04 |
| FWONA Liberty Media Corp.-Liberty-A | Add +0.0% | 0.48% | +0.02 |
| ESAB Esab Corp. | Add +1.8% | 0.28% | +0.02 |
| AZO AutoZone Inc. | Add +0.1% | 3.32% | +0.01 |
| ENOV Enovis Corp. | Add +11.8% | 1.71% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +13.6% | 0.06% | +0.01 |
| AMZN Amazon.com Inc. | Add +11.2% | 0.09% | +0.00 |
| COST Costco Wholesale Corp. | Add +0.2% | 0.19% | −0.00 |
| LECO Lincoln Electric Holdings | Add +0.1% | 1.88% | −0.08 |
| LKQ LKQ Corp. | Add +0.9% | 1.53% | −0.14 |
| GOOGL Alphabet Inc. Class A | Add +0.0% | 1.02% | −0.17 |
| CRL Charles River Laboratories | Add +1.9% | 2.03% | −0.18 |
| ELV Elevance Health Inc. | Add +1.6% | 2.63% | −0.23 |
| CPRT Copart Inc. | Add +0.3% | 2.72% | −0.25 |
| MSFT Microsoft Corp. | Add +0.2% | 3.53% | −0.35 |
| GOOG Alphabet Inc. Class C | Add +0.4% | 3.05% | −0.48 |
Notes & Other Activity Q2 2024 → Q3 2024
| COSTAMARE INC (CMRE 8.5 PERP C) | PRD | Reduce -0.7% | 32,359 | $870K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
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 |