Lawson Kroeker Investment Management Inc/Ne Top Holdings and 13F Report (2024) About Lawson Kroeker Investment Management Inc/NeInvestment ActivityLawson Kroeker Investment Management Inc/Ne has $548.84 million in total holdings as of September 30, 2024.Lawson Kroeker Investment Management Inc/Ne owns shares of 88 different stocks, but just 33 companies or ETFs make up 80% of its holdings.Approximately 1.57% of the portfolio was purchased this quarter.About 2.74% of the portfolio was sold this quarter.This quarter, Lawson Kroeker Investment Management Inc/Ne has purchased 90 new stocks and bought additional shares in 22 stocks.Lawson Kroeker Investment Management Inc/Ne sold shares of 48 stocks and completely divested from 4 stocks this quarter.Largest Holdings Texas Pacific Land $43,977,771Berkshire Hathaway $34,391,548HCA Healthcare $21,530,223Arthur J. Gallagher & Co. $20,556,329Microsoft $19,352,743 Largest New Holdings this Quarter Sky Harbour Group $1,865,683 HoldingDuke Energy $229,562 Holding Largest Purchases this Quarter Civitas Resources 69,871 shares (about $3.54M)Sky Harbour Group 168,993 shares (about $1.87M)Enovis 23,069 shares (about $993.12K)Dino Polska 17,648 shares (about $819.75K)Duke Energy 1,991 shares (about $229.56K) Largest Sales this Quarter Texas Pacific Land 2,734 shares (about $2.42M)Chevron 13,454 shares (about $1.98M)Valmont Industries Inc 5,000 shares (about $1.45M)Brookfield 14,078 shares (about $748.25K)Wells Fargo & Company 10,063 shares (about $568.46K) 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$43,977,771$2,418,879 ▼-5.2%49,7078.0%Oils/EnergyBRK.BBerkshire Hathaway$34,391,548$399,506 ▼-1.1%74,7226.3%FinanceHCAHCA Healthcare$21,530,223$61,371 ▼-0.3%52,9743.9%MedicalAJGArthur J. Gallagher & Co.$20,556,329$342,709 ▼-1.6%73,0583.7%FinanceMSFTMicrosoft$19,352,743$33,563 ▲0.2%44,9753.5%Computer and TechnologyAZOAutoZone$18,166,281$22,050 ▲0.1%5,7673.3%Retail/WholesaleAFLAflac$17,366,006$449,660 ▼-2.5%155,3313.2%FinanceGOOGAlphabet$16,728,864$67,545 ▲0.4%100,0593.0%Computer and TechnologyBRK.ABerkshire Hathaway$15,897,1400.0%232.9%FinanceCPRTCopart$14,888,569$52,610 ▲0.4%284,1332.7%Business ServicesFITBFifth Third Bancorp$14,711,299$76,641 ▼-0.5%343,4012.7%FinanceELVElevance Health$14,412,320$225,160 ▲1.6%27,7162.6%MedicalPSXPhillips 66$13,945,925$33,520 ▼-0.2%106,0932.5%Oils/EnergyNNINelnet$11,642,579$21,636 ▲0.2%102,7772.1%FinanceABGAsbury Automotive Group$11,173,408$146,256 ▼-1.3%46,8312.0%Retail/WholesaleCRLCharles River Laboratories International$11,135,699$212,137 ▲1.9%56,5352.0%MedicalBNBrookfield$10,875,088$748,247 ▼-6.4%204,6112.0%FinanceLECOLincoln Electric$10,311,858$8,641 ▲0.1%53,7021.9%Industrial ProductsTMOThermo Fisher Scientific$10,005,988$85,363 ▼-0.8%16,1761.8%MedicalDISWalt Disney$9,719,326$2,501 ▼0.0%101,0431.8%Consumer DiscretionaryHSYHershey$9,538,754$55,233 ▼-0.6%49,7381.7%Consumer StaplesENOVEnovis$9,370,823$993,120 ▲11.9%217,6731.7%MedicalCIVICivitas Resources$8,941,127$3,540,364 ▲65.6%176,4581.6%Oils/EnergyJNJJohnson & Johnson$8,658,218$26,740 ▼-0.3%53,4261.6%MedicalCPCanadian Pacific Kansas City$8,431,849$82,888 ▼-1.0%98,5721.5%TransportationLKQLKQ$8,388,150$76,567 ▲0.9%210,1241.5%Auto/Tires/TrucksKOCoca-Cola$7,767,922$39,523 ▼-0.5%108,0981.4%Consumer StaplesBOCBoston Omaha$7,323,326$208,150 ▲2.9%492,4901.3%FinancePFEPfizer$6,317,920$125,889 ▼-2.0%218,3111.2%MedicalACNAccenture$6,294,772$4,242 ▲0.1%17,8081.1%Computer and TechnologyMSMMSC Industrial Direct$6,250,366$137,352 ▲2.2%72,6281.1%Industrial ProductsCFRCullen/Frost Bankers$6,078,137$2,908 ▼0.0%54,3371.1%FinanceDNOPYDino Polska$5,650,689$819,750 ▲17.0%121,6511.0%Consumer DefensiveGOOGLAlphabet$5,567,419$2,156 ▲0.0%33,5691.0%Computer and TechnologyWATWaters$5,531,869$4,319 ▲0.1%15,3711.0%MedicalFINNFirst National of Nebraska$5,412,0000.0%4511.0%FinanceVMCVulcan Materials$5,400,273$47,582 ▼-0.9%21,5641.0%ConstructionDFHDream Finders Homes$5,183,715$1,159 ▼0.0%143,1570.9%ConstructionCVXChevron$5,101,875$1,981,371 ▼-28.0%34,6430.9%Oils/EnergyHZOMarineMax$4,879,393$427,825 ▼-8.1%138,3440.9%Retail/WholesaleROSTRoss Stores$4,855,6030.0%32,2610.9%Retail/WholesaleAAPLApple$4,735,026$41,008 ▼-0.9%20,3220.9%Computer and TechnologyCNICanadian National Railway$3,850,486$62,089 ▼-1.6%32,8680.7%TransportationTJXTJX Companies$3,542,303$16,691 ▼-0.5%30,1370.6%Retail/WholesaleKEYSKeysight Technologies$3,465,469$87,412 ▼-2.5%21,8050.6%Computer and TechnologyValmont Industries Inc$3,417,351$1,449,750 ▼-29.8%11,7860.6%COMWFCWells Fargo & Company$3,359,460$568,459 ▼-14.5%59,4700.6%FinanceBAMBrookfield Asset Management$3,301,409$166,319 ▼-4.8%69,8120.6%FinanceMCDMcDonald's$2,996,987$97,443 ▼-3.1%9,8420.5%Retail/WholesaleLiberty Media Corp Ser A Formu$2,624,865$286 ▲0.0%36,6960.5%COMPEPPepsiCo$2,449,910$12,754 ▼-0.5%14,4070.4%Consumer StaplesUNHUnitedHealth Group$2,386,079$20,464 ▼-0.9%4,0810.4%MedicalUSBU.S. Bancorp$2,031,418$20,121 ▼-1.0%44,4220.4%FinanceCWGLCrimson Wine Group$1,886,204$111,750 ▼-5.6%298,9230.3%Consumer StaplesSKYHSky Harbour Group$1,865,683$1,865,683 ▲New Holding168,9930.3%AerospaceMKLMarkel Group$1,708,184$14,117 ▼-0.8%1,0890.3%Multi-Sector ConglomeratesESABESAB$1,509,708$26,577 ▲1.8%14,2010.3%Industrial ProductsAXPAmerican Express$1,480,2100.0%5,4580.3%FinancePGProcter & Gamble$1,322,209$24,594 ▼-1.8%7,6340.2%Consumer StaplesCSTMConstellium$1,290,556$4,471 ▼-0.3%79,3700.2%Industrial ProductsMGMistras Group$1,213,020$14,019 ▼-1.1%106,6860.2%Computer and TechnologyABBVAbbVie$1,115,762$21,525 ▼-1.9%5,6500.2%MedicalCOSTCostco Wholesale$1,047,867$1,773 ▲0.2%1,1820.2%Retail/WholesaleBACBank of America$1,029,0610.0%25,9340.2%FinanceAMGNAmgen$989,1850.0%3,0700.2%MedicalMCOMoody's$982,4010.0%2,0700.2%FinanceHDHome Depot$927,5030.0%2,2890.2%Retail/WholesaleCMRE.PCCOSTAMARE 8.50 SRS C CUM RED PRP PRF$870,134$6,454 ▼-0.7%32,3590.2%IndustrialsNSRGYNestlé$821,349$37,769 ▼-4.4%8,1550.1%Consumer StaplesDEODiageo$809,341$393,654 ▼-32.7%5,7670.1%Consumer StaplesWMTWalmart$756,3050.0%9,3660.1%Retail/WholesaleABTAbbott Laboratories$708,002$21,890 ▼-3.0%6,2100.1%MedicalTFXTeleflex$704,8620.0%2,8500.1%MedicalCVSCVS Health$556,677$86,586 ▼-13.5%8,8530.1%Retail/WholesaleCLColgate-Palmolive$538,982$51,905 ▼-8.8%5,1920.1%Consumer StaplesDOXAmdocs$527,504$30,618 ▼-5.5%6,0300.1%Computer and TechnologyAMZNAmazon.com$497,874$50,123 ▲11.2%2,6720.1%Retail/WholesaleSTKLSunOpta$478,5000.0%75,0000.1%Consumer StaplesDDominion Energy$428,2240.0%7,4100.1%UtilitiesSHELShell$387,786$14,179 ▼-3.5%5,8800.1%Oils/EnergyKMXCarMax$361,132$22,053 ▼-5.8%4,6670.1%Retail/WholesaleTandem Diabetes Care, Inc.$360,4850.0%8,5000.1%COMXOMExxon Mobil$351,6600.0%3,0000.1%Oils/EnergyADPAutomatic Data Processing$331,5230.0%1,1980.1%Business ServicesJPMJPMorgan Chase & Co.$325,146$39,009 ▲13.6%1,5420.1%FinanceNVSNovartis$280,8790.0%2,4420.1%MedicalNEENextEra Energy$253,590$109,889 ▼-30.2%3,0000.0%UtilitiesDUKDuke Energy$229,562$229,562 ▲New Holding1,9910.0%UtilitiesSPYSPDR S&P 500 ETF Trust$0$2,838,652 ▼-100.0%00.0%FinanceVCSHVanguard Short-Term Corporate Bond ETF$0$577,090 ▼-100.0%00.0%ETFBF.ABrown-Forman$0$284,277 ▼-100.0%00.0%Consumer StaplesBABoeing$0$275,745 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. 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