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
+37.55%
+111.99%
25045.702
Oil & Gas
BRK.B 		Berkshire Hathaway Inc
74,722
34391.550
-1.15%
6.270
-0.07%
0.000
+5.77%
+28.35%
986705.132
Insurance
HCA 		HCA Healthcare Inc
52,974
21530.220
-0.28%
3.920
-0.01%
0.020
+16.17%
+48.21%
102945.519
Healthcare Providers & Services
AJG 		Arthur J. Gallagher & Co
73,058
20556.330
-1.64%
3.750
-0.06%
0.030
+5.04%
+28.75%
63002.205
Insurance
MSFT 		Microsoft Corp
44,975
19352.740
+0.17%
3.530
+0.01%
0.000
-0.79%
+13.57%
3157034.392
Software
AZO 		AutoZone Inc
5,767
18166.280
+0.12%
3.310
0%
0.030
+7.19%
+21.95%
53371.910
Retail - Cyclical
AFL 		Aflac Inc
155,331
17366.010
-2.52%
3.160
-0.07%
0.030
+19.55%
+38.07%
62728.547
Insurance
GOOG 		Alphabet Inc
100,059
16728.860
+0.41%
3.050
+0.01%
0.000
-5.52%
+17.03%
2013192.050
Interactive Media
BRK.A 		Berkshire Hathaway Inc
23
15897.140
0%
2.900
0%
0.000
+5.68%
+26.61%
986705.132
Insurance
CPRT 		Copart Inc
284,133
14888.570
+0.35%
2.710
+0.01%
0.030
+0.43%
+4.86%
49498.197
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
$50.81
-17.96%
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
$579.24
4.76%
Sold Out
0
-5,216
CVX 		Chevron Corp2024-09-30Reduce
-0.41%
●
137.88 ($148.84) 161.97
$150.45
1.08%
Reduce -27.97%
34,643
-13,454
TPL 		Texas Pacific Land Corp2024-09-30Reduce
-0.39%
●
724.86 ($823.65) 952.13
$1,089.97
32.33%
Reduce -5.21%
49,707
-2,734
SKYH 		Sky Harbour Group Corp2024-09-30New Buy
+0.34%
●
8.4 ($10.67) 13.25
$10.73
0.56%
New holding
168,993
168,993
VMI 		Valmont Industries Inc2024-09-30Reduce
-0.27%
●
260.22 ($280.1) 302.59
$320.63
14.47%
Reduce -29.79%
11,786
-5,000
ENOV 		Enovis Corp2024-09-30Add
+0.18%
●
40.57 ($44.55) 48.1
$39.54
-11.25%
Add 11.85%
217,673
23,069
DNOPY 		Dino Polska SA2024-09-30Add
+0.15%
●
39.12 ($44.61) 52.45
$41.50
-6.97%
Add 16.97%
121,651
17,648
WFC 		Wells Fargo & Co2024-09-30Reduce
-0.12%
●
51.57 ($56.56) 60.97
$65.43
15.68%
Reduce -14.47%
59,470
-10,063
BN 		Brookfield Corp2024-09-30Reduce
-0.11%
●
40.93 ($47.34) 53.42
$54.28
14.66%
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

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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

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

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE News

  • 1

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