LK

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

13F
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
Last update 2024-10-15 88 Stocks (2 new)
Value $549.00 Mil Turnover 2 %
Countries:
Top Holdings: TPL(8.01%)BRK.B(6.27%)HCA(3.92%)AJG(3.75%)MSFT(3.53%)
Portfolio Report
Summary Stock Picks Current Portfolio
LAWSON KROEKER INVESTMENT MANA... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
TPL 		Texas Pacific Land Corp
49,707
43977.770
-5.21%
8.010
-0.39%
0.220
+64.65%
+141.78%
28565.525
Oil & Gas
BRK.B 		Berkshire Hathaway Inc
74,722
34391.550
-1.15%
6.270
-0.07%
0.000
+7.58%
+24.79%
959232.641
Insurance
HCA 		HCA Healthcare Inc
52,974
21530.220
-0.28%
3.920
-0.01%
0.020
+4.88%
+36.23%
92873.915
Healthcare Providers & Services
AJG 		Arthur J. Gallagher & Co
73,058
20556.330
-1.64%
3.750
-0.06%
0.030
+1.94%
+26.77%
62133.940
Insurance
MSFT 		Microsoft Corp
44,975
19352.740
+0.17%
3.530
+0.01%
0.000
+4.32%
+10.02%
3059156.044
Software
AZO 		AutoZone Inc
5,767
18166.280
+0.12%
3.310
0%
0.030
-1.69%
+18.34%
51724.251
Retail - Cyclical
AFL 		Aflac Inc
155,331
17366.010
-2.52%
3.160
-0.07%
0.030
+9.16%
+30.12%
58641.580
Insurance
GOOG 		Alphabet Inc
100,059
16728.860
+0.41%
3.050
+0.01%
0.000
+6.84%
+21.93%
2087029.120
Interactive Media
BRK.A 		Berkshire Hathaway Inc
23
15897.140
0%
2.900
0%
0.000
+7.52%
+22.86%
959232.641
Insurance
CPRT 		Copart Inc
284,133
14888.570
+0.35%
2.710
+0.01%
0.030
+3.85%
+7.94%
50952.893
Business Services

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's Historical Top Holdings Breakdowns

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CIVI 		Civitas Resources Inc2024-09-30Add
+0.65%
●
49.47 ($61.93) 72.73
$50.70
-18.13%
Add 65.55%
176,458
69,871
SPY 		S&P 500 ETF TRUST ETF2024-09-30Sold Out
-0.55%
●
517.38 ($552.93) 573.76
$576.65
4.29%
Sold Out
0
-5,216
CVX 		Chevron Corp2024-09-30Reduce
-0.41%
●
137.88 ($148.84) 161.97
$153.41
3.07%
Reduce -27.97%
34,643
-13,454
TPL 		Texas Pacific Land Corp2024-09-30Reduce
-0.39%
●
724.86 ($823.65) 952.13
$1,243.15
50.93%
Reduce -5.21%
49,707
-2,734
SKYH 		Sky Harbour Group Corp2024-09-30New Buy
+0.34%
●
8.4 ($10.67) 13.25
$11.20
4.97%
New holding
168,993
168,993
VMI 		Valmont Industries Inc2024-09-30Reduce
-0.27%
●
260.22 ($280.1) 302.59
$326.38
16.52%
Reduce -29.79%
11,786
-5,000
ENOV 		Enovis Corp2024-09-30Add
+0.18%
●
40.57 ($44.55) 48.1
$43.31
-2.78%
Add 11.85%
217,673
23,069
DNOPY 		Dino Polska SA2024-09-30Add
+0.15%
●
39.12 ($44.61) 52.45
$42.32
-5.13%
Add 16.97%
121,651
17,648
WFC 		Wells Fargo & Co2024-09-30Reduce
-0.12%
●
51.57 ($56.56) 60.97
$64.07
13.28%
Reduce -14.47%
59,470
-10,063
BN 		Brookfield Corp2024-09-30Reduce
-0.11%
●
40.93 ($47.34) 53.42
$55.75
17.77%
Reduce -6.44%
204,611
-14,078

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Total Holding History ($B)

To

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's Asset Allocation

To

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's Hypothetical Growth since 2024-09-30

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's Yearly Returns

Year Portfolio % % Excess Gain %

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's Holdings Heat Map

Size field:

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's Holdings Bubble Chart

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE News

  • 1

Discussions on LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.