Lawson Kroeker Investment Management Inc/ne 13F annual report
Lawson Kroeker Investment Management Inc/ne is an investment fund managing more than $518 billion ran by Thomas Jr.. There are currently 90 companies in Mr. Jr.’s portfolio. The largest investments include Texas Pacific Land and Berkshire Hathaway, together worth $69.3 billion.
$518 billion Assets Under Management (AUM)
As of 22nd July 2024, Lawson Kroeker Investment Management Inc/ne’s top holding is 52,441 shares of Texas Pacific Land currently worth over $38.5 billion and making up 7.4% of the portfolio value.
Relative to the number of outstanding shares of Texas Pacific Land, Lawson Kroeker Investment Management Inc/ne owns more than approximately 0.1% of the company.
In addition, the fund holds 75,590 shares of Berkshire Hathaway worth $30.8 billion, whose value grew 13.2% in the past six months.
The third-largest holding is Microsoft worth $20.1 billion and the next is Arthur J. Gallagher & Co worth $19.3 billion, with 74,276 shares owned.
Currently, Lawson Kroeker Investment Management Inc/ne's portfolio is worth at least $518 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Lawson Kroeker Investment Management Inc/ne
The Lawson Kroeker Investment Management Inc/ne office and employees reside in Omaha, Nebraska. According to the last 13-F report filed with the SEC, Thomas Jr. serves as the President, Chief Compliance Officer at Lawson Kroeker Investment Management Inc/ne.
Recent trades
In the most recent 13F filing, Lawson Kroeker Investment Management Inc/ne revealed that it had opened a new position in
Costco Wholesale Corp and bought 1,180 shares worth $1 billion.
This means they effectively own approximately 0.1% of the company.
Costco Wholesale Corp makes up
9.1%
of the fund's Consumer Staples sector allocation and has decreased its share price by approximately 0.1% in the past year.
The investment fund also strengthened its position in Alphabet Inc by buying
220 additional shares.
This makes their stake in Alphabet Inc total 99,655 shares worth $18.3 billion.
Alphabet Inc dropped approximately 0.1% in the past year.
On the other hand, Thomas Jr. disclosed a decreased stake in Texas Pacific Land by approximately 0.1%.
This leaves the value of the investment at $38.5 billion and 52,441 shares.
One of the average hedge funds
The two most similar investment funds to Lawson Kroeker Investment Management Inc/ne are Gateway Advisory and Crane Advisory. They manage $518 billion and $519 billion respectively.
Thomas Jr. investment strategy
Lawson Kroeker Investment Management Inc/ne’s portfolio is diversified across 11 sectors.
Currently, their heaviest sector is Finance — making up 20.0% of
the total portfolio value.
The fund focuses on investments in the United States as
58.9% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
48% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $236 billion.
The complete list of Lawson Kroeker Investment Management Inc/ne trades based on 13F SEC filings
These positions were updated on July 29th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Texas Pacific Land Corporation |
7.69%
52,441
|
$38,505,853,000 | 7.43% |
| Berkshire Hathaway Inc. |
0.04%
75,590
|
$30,750,012,000 | 5.94% |
| Microsoft Corporation |
0.43%
44,897
|
$20,066,714,000 | 3.87% |
| Arthur J. Gallagher & Co. |
2.62%
74,276
|
$19,260,510,000 | 3.72% |
| Alphabet Inc |
0.22%
99,655
|
$18,278,720,000 | 3.53% |
| Auto Zone Inc |
0.48%
5,760
|
$17,073,216,000 | 3.30% |
| HCA Healthcare Inc |
1.59%
53,125
|
$17,068,000,000 | 3.30% |
| Copart, Inc. |
1.42%
283,129
|
$15,334,267,000 | 2.96% |
| Phillips 66 |
1.08%
106,348
|
$15,013,147,000 | 2.90% |
| Elevance Health Inc |
0.05%
27,283
|
$14,783,566,000 | 2.85% |
| Aflac Inc. |
1.40%
159,353
|
$14,231,816,000 | 2.75% |
| Berkshire Hathaway Inc. |
No change
23
|
$14,081,543,000 | 2.72% |
| Fifth Third Bancorp |
0.67%
345,190
|
$12,595,983,000 | 2.43% |
| Charles River Labs Int'l |
0.54%
55,458
|
$11,456,514,000 | 2.21% |
| Asbury Automotive Group Inc |
107.71%
47,444
|
$10,811,064,000 | 2.09% |
| Nelnet Inc |
0.89%
102,586
|
$10,346,824,000 | 2.00% |
| Lincoln Electric Holdings, Inc. |
0.66%
53,657
|
$10,121,856,000 | 1.95% |
| Disney Walt |
2.04%
101,069
|
$10,035,141,000 | 1.94% |
| Hershey Foods Corp |
0.25%
50,026
|
$9,196,280,000 | 1.78% |
| Brookfield Corporation |
3.84%
218,689
|
$9,084,351,000 | 1.75% |
| Thermo Fisher Corp |
1.84%
16,314
|
$9,021,642,000 | 1.74% |
| Enovis Corp |
55.43%
194,604
|
$8,796,101,000 | 1.70% |
| LKQ Corp |
2.13%
208,206
|
$8,659,288,000 | 1.67% |
| Canadian Pacific Kansas City L |
0.71%
99,541
|
$7,836,863,000 | 1.51% |
| Johnson & Johnson |
0.43%
53,591
|
$7,832,861,000 | 1.51% |
| Chevron Corp. |
2.94%
48,097
|
$7,523,333,000 | 1.45% |
| Civitas Resources Inc. |
1.31%
106,587
|
$7,354,503,000 | 1.42% |
| Coca-Cola Co |
0.22%
108,648
|
$6,915,445,000 | 1.34% |
| Boston Omaha Corp |
2.66%
478,492
|
$6,440,502,000 | 1.24% |
| Pfizer Inc. |
0.04%
222,661
|
$6,230,055,000 | 1.20% |
| Alphabet Inc |
2.81%
33,556
|
$6,112,225,000 | 1.18% |
| MSC Industrial Direct Co., Inc. |
1.36%
71,032
|
$5,633,548,000 | 1.09% |
| Cullen/frost Bankers, Inc. |
1.18%
54,363
|
$5,524,912,000 | 1.07% |
| Vulcan Materials Co |
2.27%
21,754
|
$5,409,785,000 | 1.04% |
| Accenture Plc Ireland Shs Cl A |
0.03%
17,796
|
$5,399,484,000 | 1.04% |
| First National Of Nebraska Inc |
1.31%
451
|
$5,276,700,000 | 1.02% |
| Dino Polska Sa Adr |
0.15%
104,003
|
$5,090,947,000 | 0.98% |
| Marinemax, Inc. |
4.49%
150,474
|
$4,870,843,000 | 0.94% |
| Ross Stores, Inc. |
0.62%
32,261
|
$4,688,169,000 | 0.91% |
| Valmont Industries, Inc. |
No change
16,786
|
$4,606,918,000 | 0.89% |
| Waters Corp. |
0.20%
15,359
|
$4,455,953,000 | 0.86% |
| Apple Inc |
0.02%
20,498
|
$4,317,289,000 | 0.83% |
| Wells Fargo Co |
0.83%
69,533
|
$4,129,565,000 | 0.80% |
| Canadian National Railway Co. |
0.60%
33,398
|
$3,945,306,000 | 0.76% |
| Dream Finders Homes, Inc. |
0.31%
143,189
|
$3,697,140,000 | 0.71% |
| TJX Companies, Inc. |
1.30%
30,279
|
$3,333,718,000 | 0.64% |
| Keysight Technologies Inc |
1.04%
22,355
|
$3,057,046,000 | 0.59% |
| Spdr S&p 500 |
8.98%
5,216
|
$2,838,652,000 | 0.55% |
| Brookfield Asset Management Lt |
2.16%
73,329
|
$2,790,168,000 | 0.54% |
| Mcdonalds Corp |
No change
10,162
|
$2,589,684,000 | 0.50% |
| Pepsico Inc |
0.22%
14,482
|
$2,388,516,000 | 0.46% |
| Liberty Media Corp Ser A Formu |
3.10%
36,692
|
$2,356,727,000 | 0.45% |
| United Health Group Inc |
No change
4,116
|
$2,096,114,000 | 0.40% |
| Crimson Wine Group Ltd |
0.78%
316,633
|
$1,890,299,000 | 0.36% |
| Us Bancorp |
0.53%
44,862
|
$1,781,021,000 | 0.34% |
| Markel Corp |
1.79%
1,098
|
$1,730,075,000 | 0.33% |
| Constellium SE |
4.73%
79,645
|
$1,501,308,000 | 0.29% |
| Esab Corp |
0.22%
13,951
|
$1,317,393,000 | 0.25% |
| Procter & Gamble Co. |
0.54%
7,776
|
$1,282,418,000 | 0.25% |
| American Express Co. |
0.94%
5,458
|
$1,263,800,000 | 0.24% |
| Diageo Plc Adr |
1.93%
8,572
|
$1,080,758,000 | 0.21% |
| Bank Of America Corp. |
No change
25,934
|
$1,031,395,000 | 0.20% |
| Costco Wholesale Corp |
Opened
1,180
|
$1,002,988,000 | 0.19% |
| Abbvie Inc |
No change
5,759
|
$987,784,000 | 0.19% |
| AMGEN Inc. |
0.85%
3,070
|
$959,222,000 | 0.19% |
| Mistras Group Inc |
3.58%
107,919
|
$894,649,000 | 0.17% |
| Moody's Corp |
No change
2,070
|
$871,325,000 | 0.17% |
| Nestle S.a. Spons Adr |
0.58%
8,530
|
$870,656,000 | 0.17% |
| Costamare Inc. 8.50 Preferred |
No change
32,599
|
$850,834,000 | 0.16% |
| Home Depot, Inc. |
No change
2,289
|
$787,965,000 | 0.15% |
| Abbott Laboratories |
No change
6,402
|
$665,232,000 | 0.13% |
| Walmart Inc |
42.75%
9,366
|
$634,172,000 | 0.12% |
| Cvs Corp |
No change
10,230
|
$604,184,000 | 0.12% |
| Teleflex Incorporated |
No change
2,850
|
$599,441,000 | 0.12% |
| Vanguard Scottsdale Fds Corp B |
6.78%
7,468
|
$577,090,000 | 0.11% |
| Colgate-Palmolive Co. |
No change
5,692
|
$552,352,000 | 0.11% |
| Amdocs Limited F |
No change
6,380
|
$503,510,000 | 0.10% |
| Amazon.com Inc. |
Opened
2,403
|
$464,380,000 | 0.09% |
| Shell Plc Sponsored Adr |
32.64%
6,095
|
$439,937,000 | 0.08% |
| Sunopta, Inc. |
Opened
75,000
|
$405,000,000 | 0.08% |
| Carmax Inc |
9.54%
4,952
|
$363,180,000 | 0.07% |
| Dominion Energy Inc |
5.42%
7,410
|
$363,090,000 | 0.07% |
| Exxon Mobil Corp. |
Opened
3,000
|
$345,360,000 | 0.07% |
| Tandem Diabetes Care Inc |
Opened
8,500
|
$342,465,000 | 0.07% |
| NextEra Energy Inc |
No change
4,300
|
$304,483,000 | 0.06% |
| Automatic Data Processing Inc. |
No change
1,198
|
$285,951,000 | 0.06% |
| Brown-Forman Corporation |
No change
6,582
|
$284,277,000 | 0.05% |
| Boeing Co. |
No change
1,515
|
$275,745,000 | 0.05% |
| Jp Morgan Chase & Co |
Opened
1,357
|
$274,467,000 | 0.05% |
| Novartis A G Adr |
1.75%
2,442
|
$259,975,000 | 0.05% |
| No transactions found | |||
| Showing first 500 out of 90 holdings | |||
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