Lawson Kroeker Investment Management Inc/Ne Top Holdings and 13F Report (2025) About Lawson Kroeker Investment Management Inc/NeInvestment ActivityLawson Kroeker Investment Management Inc/Ne has $541.87 million in total holdings as of March 31, 2025.Lawson Kroeker Investment Management Inc/Ne owns shares of 89 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 3.01% of the portfolio was purchased this quarter.About 4.35% of the portfolio was sold this quarter.This quarter, Lawson Kroeker Investment Management Inc/Ne has purchased 91 new stocks and bought additional shares in 16 stocks.Lawson Kroeker Investment Management Inc/Ne sold shares of 49 stocks and completely divested from 3 stocks this quarter.Largest Holdings Texas Pacific Land $54,026,467Berkshire Hathaway $39,713,425Arthur J. Gallagher & Co. $23,565,392AutoZone $20,512,756HCA Healthcare $18,209,448 Largest New Holdings this Quarter 116794108 - Bruker $8,694,692 Holding Largest Purchases this Quarter Bruker 208,306 shares (about $8.69M)Phillips 66 38,147 shares (about $4.71M)Sky Harbour Group 63,068 shares (about $820.51K)Elevance Health 1,718 shares (about $747.26K)MSC Industrial Direct 3,254 shares (about $252.74K) Largest Sales this Quarter Texas Pacific Land 5,534 shares (about $7.33M)LKQ 42,527 shares (about $1.81M)Berkshire Hathaway 2 shares (about $1.60M)AutoZone 355 shares (about $1.35M)Arthur J. Gallagher & Co. 2,757 shares (about $951.83K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLawson Kroeker Investment Management Inc/Ne Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTPLTexas Pacific Land$54,026,467$7,332,495 ▼-12.0%40,77510.0%EnergyBRK.BBerkshire Hathaway$39,713,425$83,615 ▲0.2%74,5687.3%FinanceAJGArthur J. Gallagher & Co.$23,565,392$951,827 ▼-3.9%68,2584.3%FinanceAZOAutoZone$20,512,756$1,353,537 ▼-6.2%5,3803.8%Retail/WholesaleHCAHCA Healthcare$18,209,448$252,943 ▼-1.4%52,6973.4%MedicalPSXPhillips 66$17,625,165$4,710,392 ▲36.5%142,7373.3%EnergyMSFTMicrosoft$16,622,269$48,050 ▼-0.3%44,2803.1%Computer and TechnologyBRK.ABerkshire Hathaway$15,968,832$1,596,883 ▼-9.1%202.9%FinanceCPRTCopart$15,246,195$573,313 ▼-3.6%269,4152.8%Business ServicesGOOGAlphabet$15,190,243$136,545 ▼-0.9%97,2302.8%Computer and TechnologyELVElevance Health$14,704,258$747,261 ▲5.4%33,8062.7%MedicalAFLAflac$14,356,519$47,589 ▼-0.3%129,1172.6%FinanceFITBFifth Third Bancorp$12,237,456$284,200 ▼-2.3%312,1802.3%FinanceNNINelnet$11,219,238$202,558 ▼-1.8%101,1382.1%FinanceABGAsbury Automotive Group$10,463,399$225,478 ▲2.2%47,3801.9%Retail/WholesaleLECOLincoln Electric$10,001,835$12,674 ▼-0.1%52,8751.8%IndustrialsDISWalt Disney$9,596,108$22,701 ▲0.2%97,2251.8%Consumer DiscretionaryBNBrookfield$9,533,235$565,872 ▼-5.6%181,8971.8%FinanceHSYHershey$9,450,605$144,520 ▲1.6%55,2571.7%Consumer StaplesBRKRBruker$8,694,692$8,694,692 ▲New Holding208,3061.6%Computer and TechnologyJNJJohnson & Johnson$8,662,818$26,700 ▼-0.3%52,2361.6%MedicalCRLCharles River Laboratories International$8,427,765$143,596 ▲1.7%55,9911.6%MedicalENOVEnovis$8,164,292$67,670 ▼-0.8%213,6691.5%MedicalTMOThermo Fisher Scientific$7,714,293$125,395 ▼-1.6%15,5031.4%MedicalKOCoca-Cola$7,687,548$4,655 ▼-0.1%107,3381.4%Consumer StaplesBOCBoston Omaha$6,937,091$82,129 ▼-1.2%475,7951.3%FinanceCPCanadian Pacific Kansas City$6,911,964$108,826 ▲1.6%98,4471.3%TransportationCFRCullen/Frost Bankers$6,701,956$8,388 ▲0.1%53,5301.2%FinanceDNOPYDino Polska$6,631,418$335,022 ▼-4.8%115,0031.2%Consumer DefensiveMSMMSC Industrial Direct$5,899,891$252,738 ▲4.5%75,9611.1%IndustrialsLKQLKQ$5,834,786$1,809,098 ▼-23.7%137,1601.1%Auto/Tires/TrucksSKYHSky Harbour Group$5,696,415$820,515 ▲16.8%437,8491.1%AerospaceCVXChevron$5,595,181$142,364 ▼-2.5%33,4461.0%EnergyPFEPfizer$5,319,525$21,539 ▼-0.4%209,9261.0%MedicalACNAccenture$5,262,243$273,659 ▼-4.9%16,8641.0%Computer and TechnologyFINNFirst National of Nebraska$4,980,000$336,000 ▼-6.3%4150.9%FinanceCIVICivitas Resources$4,940,005$756,241 ▼-13.3%141,5880.9%EnergyVMCVulcan Materials$4,909,5650.0%21,0440.9%ConstructionGOOGLAlphabet$4,819,820$369,280 ▼-7.1%31,1680.9%Computer and TechnologyROSTRoss Stores$4,037,014$76,674 ▼-1.9%31,5910.7%Retail/WholesaleAAPLApple$4,036,546$459,143 ▼-10.2%18,1720.7%Computer and TechnologyWATWaters$3,870,722$549,906 ▼-12.4%10,5020.7%MedicalCNICanadian National Railway$3,379,913$174,453 ▲5.4%34,6800.6%TransportationTJXTJX Companies$3,360,827$283,063 ▼-7.8%27,5930.6%Retail/WholesaleKEYSKeysight Technologies$3,194,894$300 ▲0.0%21,3320.6%Computer and TechnologyBAMBrookfield Asset Management$3,129,628$121,513 ▼-3.7%64,5950.6%FinanceDFHDream Finders Homes$3,032,831$176,216 ▼-5.5%134,4340.6%ConstructionMCDMcDonald's$3,021,2430.0%9,6720.6%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$2,843,3790.0%5,0830.5%FinanceHZOMarineMax$2,802,590$8,944 ▼-0.3%130,3530.5%Retail/WholesaleLiberty Media Corp Ser A Formu$2,682,807$248,483 ▼-8.5%32,9300.5%COMPEPPepsiCo$2,496,051$15,894 ▲0.6%16,6470.5%Consumer StaplesValmont Industries Inc$2,433,9210.0%8,5290.4%COMUNHUnitedHealth Group$2,137,4240.0%4,0810.4%MedicalWFCWells Fargo & Company$1,986,716$476,685 ▼-19.4%27,6740.4%FinanceMKLMarkel Group$1,981,787$46,740 ▼-2.3%1,0600.4%Multi-Sector ConglomeratesUSBU.S. Bancorp$1,936,209$81,865 ▲4.4%45,8600.4%FinanceCWGLCrimson Wine Group$1,640,004$6,480 ▼-0.4%284,7230.3%Consumer StaplesESABESAB$1,532,674$99,724 ▼-6.1%13,1560.3%IndustrialsAXPAmerican Express$1,436,189$33,900 ▼-2.3%5,3380.3%FinancePGProcter & Gamble$1,238,953$5,113 ▼-0.4%7,2700.2%Consumer StaplesABBVAbbVie$1,183,7880.0%5,6500.2%MedicalCOSTCostco Wholesale$1,116,0200.0%1,1800.2%Retail/WholesaleBACBank of America$1,080,974$1,252 ▼-0.1%25,9040.2%FinanceMCOMoody's$963,9780.0%2,0700.2%FinanceAMGNAmgen$911,2840.0%2,9250.2%MedicalCMRE.PCCOSTAMARE 8.50 SRS C CUM RED PRP PRF$845,8640.0%32,3590.2%IndustrialsHDHome Depot$838,8960.0%2,2890.2%Retail/WholesaleABTAbbott Laboratories$823,7570.0%6,2100.2%MedicalNSRGYNestlé$772,9840.0%7,6550.1%Consumer StaplesCSTMConstellium$765,528$30,270 ▼-3.8%75,8700.1%IndustrialsCVSCVS Health$599,7910.0%8,8530.1%MedicalAMZNAmazon.com$506,6620.0%2,6630.1%Retail/WholesaleDDominion Energy$505,022$56,070 ▲12.5%9,0070.1%UtilitiesCLColgate-Palmolive$463,1590.0%4,9430.1%Consumer StaplesWMTWalmart$453,523$368,718 ▼-44.8%5,1660.1%Retail/WholesaleSHELShell$394,906$16,561 ▼-4.0%5,3890.1%EnergyADPAutomatic Data Processing$366,0250.0%1,1980.1%Business ServicesDEODiageo$359,639$225,089 ▼-38.5%3,4320.1%Consumer StaplesIVViShares Core S&P 500 ETF$343,8830.0%6120.1%ETFXOMExxon Mobil$297,3250.0%2,5000.1%EnergySTKLSunOpta$279,4500.0%57,5000.1%Consumer StaplesDOXAmdocs$275,873$275,873 ▼-50.0%3,0150.1%Computer and TechnologyNVSNovartis$267,775$4,459 ▼-1.6%2,4020.0%MedicalKMXCarMax$267,188$96,465 ▼-26.5%3,4290.0%Retail/WholesaleJPMJPMorgan Chase & Co.$255,6030.0%1,0420.0%FinanceDUKDuke Energy$242,8420.0%1,9910.0%UtilitiesMGMistras Group$226,010$877,177 ▼-79.5%21,3620.0%Computer and TechnologyNEENextEra Energy$212,6700.0%3,0000.0%UtilitiesVCSHVanguard Short-Term Corporate Bond ETF$0$582,579 ▼-100.0%00.0%ETFTFXTeleflex$0$507,243 ▼-100.0%00.0%MedicalTandem Diabetes Care, Inc.$0$306,170 ▼-100.0%00.0%COMShowing largest 100 holdings. 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