LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Diversified Active

Location: Omaha, NE

CIK: 0001013701 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 17, 2023

Total Value: $454M (100.0% shares, 0.0% debt)

Holdings (86)

TPL Texas Pacific Land Corp 7.7%
Value $35.1M Shares 19,248 Est. Cost $60.04 Unrealized +205.1%
BRK/B Berkshire Hathaway Inc Cl B 5.7%
Value $25.93M Shares 74,020 Est. Cost $198.24 Unrealized +79.0%
AJG Arthur J Gallagher & Co 3.9%
Value $17.75M Shares 77,864 Est. Cost $219.09 Unrealized 0.0%
AZO Auto Zone Inc 3.3%
Value $14.97M Shares 5,892 Est. Cost $2438.91 Unrealized +2.9%
MSFT Microsoft Corp 3.2%
Value $14.5M Shares 45,921 Est. Cost $53.52 Unrealized +506.5%
CPRT Copart Inc 3.0%
Value $13.64M Shares 316,472 Est. Cost $39.22 Unrealized +13.3%
BRK/A Berkshire Hathaway Inc Cl A 2.9%
Value $13.29M Shares 25 Est. Cost $385612.84 Unrealized +39.8%
GOOG Alphabet Inc CL C 2.9%
Value $13.21M Shares 100,176 Est. Cost $95.84 Unrealized +34.7%
PSX Phillips 66 2.9%
Value $13.19M Shares 109,758 Est. Cost $50.31 Unrealized +105.4%
AFL Aflac Inc 2.8%
Value $12.7M Shares 165,458 Est. Cost $49.03 Unrealized +43.8%
LECO Lincoln Electric Holdings Inc 2.7%
Value $12.31M Shares 67,721 Est. Cost $56.86 Unrealized +236.0%
ELV Elevance Health Inc 2.6%
Value $11.96M Shares 27,465 Est. Cost $445.80 Unrealized -2.1%
CRL Charles River Labs Int'l 2.4%
Value $10.84M Shares 55,334 Est. Cost $226.63 Unrealized -9.4%
HSY Hershey Foods Corp 2.2%
Value $9.822M Shares 49,089 Est. Cost $72.20 Unrealized +189.0%
FITB Fifth Third Bancorp 2.0%
Value $8.917M Shares 352,051 Est. Cost $29.34 Unrealized -16.5%
CIVI Civitas Resources Inc. 2.0%
Value $8.86M Shares 109,555 Est. Cost $55.95 Unrealized +14.8%
DIS Disney Walt 1.9%
Value $8.509M Shares 104,983 Est. Cost $67.71 Unrealized +23.2%
BN Brookfield Corporation 1.9%
Value $8.483M Shares 271,274 Est. Cost $21.90 Unrealized +1.2%
TMO Thermo Fisher Corp 1.8%
Value $8.39M Shares 16,576 Est. Cost $108.18 Unrealized +388.9%
JNJ Johnson & Johnson 1.8%
Value $8.367M Shares 53,720 Est. Cost $153.28 Unrealized 0.0%
PFE Pfizer Inc 1.8%
Value $7.987M Shares 240,792 Est. Cost $16.85 Unrealized +81.4%
DVA DaVita Inc. 1.7%
Value $7.774M Shares 82,238 Est. Cost $100.94 Unrealized +1.1%
CVX Chevron Corp 1.7%
Value $7.772M Shares 46,093 Est. Cost $95.29 Unrealized +53.0%
BOC Boston Omaha Corp 1.7%
Value $7.561M Shares 461,323 Est. Cost $24.82 Unrealized -27.7%
CP Canadian Pacific Kansas City L 1.6%
Value $7.472M Shares 100,421 Est. Cost $77.51 Unrealized +0.7%
MSM MSC Industrial Direct Co. 1.5%
Value $6.822M Shares 69,510 Est. Cost $82.87 Unrealized +19.1%
LKQ LKQ Corporation 1.4%
Value $6.511M Shares 131,504 Est. Cost $27.97 Unrealized +78.2%
VMC Vulcan Materials Co 1.4%
Value $6.236M Shares 30,869 Est. Cost $46.98 Unrealized +355.0%
GIL Gildan Activewear, Inc. 1.4%
Value $6.165M Shares 220,112 Est. Cost $25.37 Unrealized +13.3%
KO Coca Cola Co 1.3%
Value $6.124M Shares 109,397 Est. Cost $51.76 Unrealized +7.7%
FINN First National of Nebraska Inc 1.3%
Value $5.831M Shares 459 Est. Cost $12121.07 Unrealized 0.0%
ACN Accenture Plc Ireland Shs Cl A 1.2%
Value $5.602M Shares 18,242 Est. Cost $261.35 Unrealized +16.5%
HCA HCA Healthcare Inc 1.2%
Value $5.383M Shares 21,883 Est. Cost $248.02 Unrealized +8.2%
CFR Cullen/Frost Bankers, Inc. 1.1%
Value $5.097M Shares 55,885 Est. Cost $81.48 Unrealized +15.1%
HZO MarineMax, Inc. 1.1%
Value $4.811M Shares 146,581 Est. Cost $38.59 Unrealized -9.9%
GOOGL Alphabet Inc CL A 1.0%
Value $4.642M Shares 35,475 Est. Cost $95.22 Unrealized +34.8%
DNOPY Dino Polska SA Adr 1.0%
Value $4.367M Shares 102,990 Est. Cost $42.40 Unrealized
WAT Waters Corp 0.9%
Value $4.233M Shares 15,438 Est. Cost $323.46 Unrealized -14.6%
BAM Brookfield Asset Management Lt 0.9%
Value $4.201M Shares 126,016 Est. Cost $28.20 Unrealized +10.3%
CNI Canadian National Railway Co 0.8%
Value $3.798M Shares 35,058 Est. Cost $50.46 Unrealized +116.6%
ROST Ross Stores Inc 0.8%
Value $3.659M Shares 32,393 Est. Cost $108.78 Unrealized +2.8%
TFX Teleflex Inc 0.8%
Value $3.627M Shares 18,466 Est. Cost $236.90 Unrealized -6.1%
DFH Dream Finders Homes Inc Cl A 0.8%
Value $3.425M Shares 154,088 Est. Cost $11.81 Unrealized +120.0%
WFC Wells Fargo Co 0.7%
Value $3.049M Shares 74,614 Est. Cost $39.10 Unrealized +4.1%
AAPL Apple Inc 0.7%
Value $3.047M Shares 17,796 Est. Cost $136.77 Unrealized +32.6%
KEYS Keysight Technologies Inc 0.6%
Value $2.942M Shares 22,236 Est. Cost $96.30 Unrealized +53.8%
MCD McDonalds Corp 0.6%
Value $2.807M Shares 10,655 Est. Cost $73.70 Unrealized +265.7%
TJX TJX Companies Inc 0.6%
Value $2.734M Shares 30,756 Est. Cost $75.64 Unrealized +12.8%
PEP Pepsico Inc 0.5%
Value $2.477M Shares 14,618 Est. Cost $120.43 Unrealized +38.8%
Valmont Industries Inc 0.5%
Value $2.351M Shares 9,786 Est. Cost $240.21 Unrealized
BABA Alibaba Group Holdings ADR 0.5%
Value $2.264M Shares 26,103 Est. Cost $146.84 Unrealized
Liberty Media Corp Ser A Formu 0.5%
Value $2.256M Shares 39,903 Est. Cost $67.50 Unrealized
SPY SPDR S&P 500 0.5%
Value $2.13M Shares 4,983 Est. Cost $427.48 Unrealized
DEO Diageo Plc ADR 0.5%
Value $2.114M Shares 14,174 Est. Cost $161.78 Unrealized
UNH United Health Group Inc 0.5%
Value $2.075M Shares 4,116 Est. Cost $457.25 Unrealized +2.8%
CWGL Crimson Wine Group Ltd 0.5%
Value $2.042M Shares 340,103 Est. Cost $6.39 Unrealized 0.0%
MKL Markel Corp 0.4%
Value $1.714M Shares 1,164 Est. Cost $1328.48 Unrealized +10.2%
CSTM Constellium SE 0.4%
Value $1.71M Shares 93,945 Est. Cost $13.80 Unrealized +27.8%
USB US Bancorp 0.3%
Value $1.539M Shares 46,544 Est. Cost $38.63 Unrealized -15.9%
BA Boeing Co 0.3%
Value $1.325M Shares 6,915 Est. Cost $82.05 Unrealized +166.6%
PG Procter & Gamble Co 0.3%
Value $1.14M Shares 7,815 Est. Cost $58.14 Unrealized +147.9%
NSRGY Nestle S.A. Spons ADR 0.2%
Value $984K Shares 8,680 Est. Cost $113.40 Unrealized
ESAB Esab Corp 0.2%
Value $978K Shares 13,934 Est. Cost $56.89 Unrealized +21.4%
MG Mistras Group Inc 0.2%
Value $916K Shares 168,024 Est. Cost $5.47 Unrealized +14.7%
ABBV Abbvie Inc 0.2%
Value $882K Shares 5,917 Est. Cost $72.50 Unrealized +86.7%
KMX CarMax Inc 0.2%
Value $822K Shares 11,620 Est. Cost $66.93 Unrealized +22.4%
CMRE 8.5 PERP C Costamare Inc. 8.50 Preferred 0.2%
Value $795K Shares 31,333 Est. Cost $25.36 Unrealized
AXP American Express 0.2%
Value $787K Shares 5,274 Est. Cost $159.96 Unrealized -0.7%
CVS CVS Corp 0.2%
Value $735K Shares 10,530 Est. Cost $75.19 Unrealized -14.1%
AMGN Amgen Inc 0.2%
Value $724K Shares 2,694 Est. Cost $224.03 Unrealized +3.5%
BAC Bank of America 0.2%
Value $710K Shares 25,934 Est. Cost $30.57 Unrealized -9.0%
WY Weyerhaeuser Co 0.2%
Value $707K Shares 23,075 Est. Cost $18.66 Unrealized +64.1%
MCO Moody's Corp 0.1%
Value $654K Shares 2,070 Est. Cost $294.98 Unrealized +13.2%
ABT Abbott Laboratories 0.1%
Value $624K Shares 6,447 Est. Cost $61.65 Unrealized +62.9%
DOX Amdocs Limited F 0.1%
Value $539K Shares 6,380 Est. Cost $86.60 Unrealized -1.5%
CL Colgate Palmolive Co 0.1%
Value $405K Shares 5,692 Est. Cost $44.38 Unrealized +59.7%
D Dominion Energy, Inc. 0.1%
Value $387K Shares 8,655 Est. Cost $35.42 Unrealized +24.3%
BF/A Brown-Forman Corp 0.1%
Value $380K Shares 6,582 Est. Cost $61.21 Unrealized +5.0%
WMT Walmart Inc 0.1%
Value $347K Shares 2,167 Est. Cost $45.79 Unrealized +13.1%
SHEL Shell Plc Sponsored Adr 0.1%
Value $320K Shares 4,975 Est. Cost $57.54 Unrealized
ADP Automatic Data Processing Inc 0.1%
Value $311K Shares 1,293 Est. Cost $211.47 Unrealized +9.3%
NEE Nextera Energy Inc 0.1%
Value $246K Shares 4,300 Est. Cost $57.15 Unrealized +12.7%
NVS Novartis A G ADR 0.1%
Value $244K Shares 2,400 Est. Cost $92.00 Unrealized
KMB Kimberly Clark Corp 0.1%
Value $228K Shares 1,885 Est. Cost $116.26 Unrealized +1.3%
HD Home Depot Inc 0.0%
Value $208K Shares 689 Est. Cost $284.64 Unrealized +6.4%
T AT&T Inc 0.0%
Value $208K Shares 13,825 Est. Cost $12.95 Unrealized 0.0%