Lawson Kroeker Investment Management Inc/Ne Top Holdings and 13F Report (2024) → Trump Asset Seizure Threat Alert: Could Your Savings Be Next? (From American Hartford Gold Group) (Ad) About Lawson Kroeker Investment Management Inc/NeInvestment ActivityLawson Kroeker Investment Management Inc/Ne has $527.58 million in total holdings as of March 31, 2024.Lawson Kroeker Investment Management Inc/Ne owns shares of 84 different stocks, but just 34 companies or ETFs make up 80% of its holdings.Approximately 8.04% of the portfolio was purchased this quarter.About 5.29% of the portfolio was sold this quarter.This quarter, Lawson Kroeker Investment Management Inc/Ne has purchased 86 new stocks and bought additional shares in 12 stocks.Lawson Kroeker Investment Management Inc/Ne sold shares of 54 stocks and completely divested from 4 stocks this quarter.Largest Holdings Texas Pacific Land $32,863,996Berkshire Hathaway $31,800,563Arthur J. Gallagher & Co. $19,072,051Microsoft $19,030,685AutoZone $18,241,750 Largest New Holdings this Quarter Nelnet $9,623,633 HoldingAsbury Automotive Group $5,385,451 Holding Largest Purchases this Quarter Texas Pacific Land 37,890 shares (about $21.92M)Nelnet 101,676 shares (about $9.62M)Asbury Automotive Group 22,841 shares (about $5.39M)LKQ 71,484 shares (about $3.82M)Home Depot 1,600 shares (about $613.76K) Largest Sales this Quarter Lincoln Electric 13,299 shares (about $3.40M)Vulcan Materials 8,668 shares (about $2.37M)Brookfield Asset Management 48,447 shares (about $2.04M)Copart 33,461 shares (about $1.94M)Brookfield 35,725 shares (about $1.50M) 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$32,863,996$21,919,744 ▲200.3%56,8086.2%Oils/EnergyBRK.BBerkshire Hathaway$31,800,563$479,393 ▼-1.5%75,6226.0%FinanceAJGArthur J. Gallagher & Co.$19,072,051$160,776 ▼-0.8%76,2763.6%FinanceMSFTMicrosoft$19,030,685$225,380 ▼-1.2%45,0903.6%Computer and TechnologyAZOAutoZone$18,241,750$497,961 ▼-2.7%5,7883.5%Retail/WholesalePSXPhillips 66$17,560,357$329,783 ▼-1.8%107,5083.3%Oils/EnergyHCAHCA Healthcare$17,441,618$96,057 ▼-0.5%52,2943.3%MedicalCPRTCopart$16,634,566$1,938,061 ▼-10.4%287,1993.2%Business ServicesGOOGAlphabet$15,139,973$100,948 ▼-0.7%99,4352.9%Computer and TechnologyCRLCharles River Laboratories International$14,945,060$44,165 ▼-0.3%55,1582.8%MedicalBRK.ABerkshire Hathaway$14,592,1200.0%232.8%FinanceELVElevance Health$14,154,586$6,741 ▲0.0%27,2972.7%MedicalAFLAflac$13,876,092$260,843 ▼-1.8%161,6132.6%FinanceLECOLincoln Electric$13,796,825$3,397,096 ▼-19.8%54,0122.6%Industrial ProductsFITBFifth Third Bancorp$12,931,554$78,774 ▼-0.6%347,5292.5%FinanceDISWalt Disney$12,624,738$176,321 ▼-1.4%103,1772.4%Consumer DiscretionaryLKQLKQ$10,888,323$3,817,960 ▲54.0%203,8632.1%Auto/Tires/TrucksHSYHershey$9,754,759$120,396 ▲1.2%50,1531.8%Consumer StaplesTMOThermo Fisher Scientific$9,659,129$137,166 ▼-1.4%16,6191.8%MedicalNNINelnet$9,623,633$9,623,633 ▲New Holding101,6761.8%FinanceBNBrookfield$9,522,295$1,495,807 ▼-13.6%227,4251.8%FinanceCPCanadian Pacific Kansas City$8,839,131$40,735 ▼-0.5%100,2511.7%TransportationJNJJohnson & Johnson$8,493,255$65,256 ▼-0.8%53,3631.6%MedicalCIVICivitas Resources$8,198,128$21,103 ▼-0.3%107,9981.6%Oils/EnergyENOVEnovis$7,818,865$749 ▲0.0%125,2021.5%MedicalCVXChevron$7,370,086$58,048 ▲0.8%46,7231.4%Oils/EnergyBOCBoston Omaha$7,205,767$11,518 ▼-0.2%466,0911.4%FinanceMSMMSC Industrial Direct$6,800,175$47,161 ▲0.7%70,0761.3%Industrial ProductsKOCoca-Cola$6,661,462$28,449 ▼-0.4%108,8831.3%Consumer StaplesPFEPfizer$6,325,844$222,514 ▼-3.4%222,7411.2%MedicalDFHDream Finders Homes$6,280,984$526,378 ▼-7.7%143,6311.2%ConstructionCFRCullen/Frost Bankers$6,192,588$31,407 ▼-0.5%55,0111.2%FinanceACNAccenture$6,170,005$142,110 ▼-2.3%17,8011.2%Business ServicesVMCVulcan Materials$6,074,926$2,365,670 ▼-28.0%22,2591.2%ConstructionFINNFirst National of Nebraska$5,758,200$75,600 ▼-1.3%4571.1%FinanceABGAsbury Automotive Group$5,385,451$5,385,451 ▲New Holding22,8411.0%Retail/WholesaleWATWaters$5,276,702$36,488 ▼-0.7%15,3291.0%MedicalGOOGLAlphabet$5,211,009$136,441 ▼-2.6%34,5261.0%Computer and TechnologyDNOPYDino Polska$5,025,624$4,053 ▼-0.1%104,1581.0%Consumer DefensiveHZOMarineMax$4,789,573$44,801 ▼-0.9%144,0040.9%Retail/WholesaleROSTRoss Stores$4,763,976$48,137 ▼-1.0%32,4610.9%Retail/WholesaleCNICanadian National Railway$4,425,193$50,708 ▼-1.1%33,5980.8%TransportationWFCWells Fargo & Company$4,063,865$331,763 ▼-7.5%70,1150.8%FinanceValmont Industries Inc$3,831,9080.0%16,7860.7%COMKEYSKeysight Technologies$3,532,624$9,383 ▲0.3%22,5900.7%Computer and TechnologyAAPLApple$3,514,311$471,570 ▲15.5%20,4940.7%Computer and TechnologyBAMBrookfield Asset Management$3,149,357$2,035,743 ▼-39.3%74,9490.6%FinanceTJXTJX Companies$3,111,464$83,570 ▼-2.6%30,6790.6%Retail/WholesaleMCDMcDonald's$2,865,176$103,758 ▼-3.5%10,1620.5%Retail/WholesalePEPPepsiCo$2,528,895$29,402 ▼-1.1%14,4500.5%Consumer StaplesSPYSPDR S&P 500 ETF Trust$2,503,4130.0%4,7860.5%FinanceLiberty Media Corp Ser A Formu$2,224,131$127,525 ▼-5.4%37,8640.4%COMUNHUnitedHealth Group$2,036,1850.0%4,1160.4%MedicalUSBU.S. Bancorp$2,015,970$70,939 ▼-3.4%45,1000.4%FinanceCSTMConstellium$1,848,285$78,490 ▼-4.1%83,5950.4%Industrial ProductsCWGLCrimson Wine Group$1,847,722$106,565 ▼-5.5%319,1230.4%Consumer StaplesMKLMarkel Group$1,701,015$69,988 ▼-4.0%1,1180.3%Multi-Sector ConglomeratesESABESAB$1,539,134$17,470 ▼-1.1%13,9200.3%Industrial ProductsPGProcter & Gamble$1,254,842$13,142 ▼-1.0%7,7340.2%Consumer StaplesDEODiageo$1,250,903$868,046 ▼-41.0%8,4100.2%Consumer StaplesAXPAmerican Express$1,231,1200.0%5,4070.2%FinanceMGMistras Group$1,070,022$504,749 ▼-32.1%111,9270.2%Computer and TechnologyABBVAbbVie$1,048,714$20,577 ▼-1.9%5,7590.2%MedicalBACBank of America$983,4170.0%25,9340.2%FinanceNSRGYNestlé$911,196$2,655 ▼-0.3%8,5800.2%Consumer StaplesHDHome Depot$878,060$613,760 ▲232.2%2,2890.2%Retail/WholesaleAMGNAmgen$865,470$99,512 ▲13.0%3,0440.2%MedicalCMRE.PCCOSTAMARE 8.50 SRS C CUM RED PRP PRF$842,3580.0%32,5990.2%IndustrialsCVSCVS Health$815,945$23,928 ▼-2.8%10,2300.2%Retail/WholesaleMCOMoody's$813,5720.0%2,0700.2%FinanceABTAbbott Laboratories$727,6510.0%6,4020.1%MedicalTFXTeleflex$644,5850.0%2,8500.1%MedicalVCSHVanguard Short-Term Corporate Bond ETF$619,3300.0%8,0110.1%ETFDOXAmdocs$576,5610.0%6,3800.1%Computer and TechnologyCLColgate-Palmolive$512,5650.0%5,6920.1%Consumer StaplesKMXCarMax$476,840$535,378 ▼-52.9%5,4740.1%Retail/WholesaleWMTWalmart$394,775$264,387 ▲202.8%6,5610.1%Retail/WholesaleDDominion Energy$385,404$36,893 ▼-8.7%7,8350.1%UtilitiesBF.ABrown-Forman$339,7630.0%6,5820.1%Consumer StaplesSHELShell$308,049$25,475 ▼-7.6%4,5950.1%Oils/EnergyADPAutomatic Data Processing$299,189$23,725 ▼-7.3%1,1980.1%Business ServicesBABoeing$292,380$1,080,745 ▼-78.7%1,5150.1%AerospaceNEENextEra Energy$274,8130.0%4,3000.1%UtilitiesNVSNovartis$232,1520.0%2,4000.0%MedicalGILGildan Activewear$0$7,177,326 ▼-100.0%00.0%Consumer DiscretionaryWYWeyerhaeuser$0$834,758 ▼-100.0%00.0%ConstructionTAT&T$0$231,984 ▼-100.0%00.0%Computer and TechnologyKMBKimberly-Clark$0$229,046 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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