Lawson Kroeker Investment Management Inc Portfolio Holdings

Lawson Kroeker Investment Management Inc

  • $506 Million
  • Q2 2025

Lawson Kroeker Investment Management Inc has filed its 13F form on July 25, 2025 for Q2 2025 where it was disclosed a total value porftolio of $506 Million distributed in 97 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Texas Pacific Land Corp with a value of $42.9M, Berkshire Hathaway Inc Class B with a value of $35.8M, Microsoft Corp with a value of $21.5M, Arthur J. Gallagher & Co. with a value of $21.2M, and Autozone Inc with a value of $20.4M.

Examining the 13F form we can see an decrease of $8.12M in the current position value, from $514M to 506M.

Below you can find more details about Lawson Kroeker Investment Management Inc portfolio as well as his latest detailed transactions.

Portfolio value $506 Million
Financial Services: $128 Million
Healthcare: $77.8 Million
Energy: $70.1 Million
Consumer Cyclical: $69.1 Million
Communication Services: $44.9 Million
Industrials: $35 Million
Technology: $34.1 Million
Consumer Defensive: $24.6 Million
Other: $13.7 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.23B
$42.9 Million 8.49% of portfolio
40,647
Q2 2025 Reduced 0.31%
$646B
$35.8 Million 7.08% of portfolio
73,726
Q2 2025 Reduced 1.13%
$3.81T
$21.5 Million 4.25% of portfolio
43,271
Q2 2025 Reduced 2.28%
$58.9B
$21.2 Million 4.19% of portfolio
66,293
Q2 2025 Reduced 2.88%
$76.1B
$20.4 Million 4.02% of portfolio
5,485
Q2 2025 Added 1.95%
$120B
$20.1 Million 3.97% of portfolio
52,465
Q2 2025 Reduced 0.44%
$61.7B
$18 Million 3.55% of portfolio
150,520
Q2 2025 Added 5.45%
$1.53T
$17.5 Million 3.45% of portfolio
98,456
Q2 2025 Added 1.26%
$440B
$14.6 Million 2.88% of portfolio
20
Q1 2025 Reduced 9.09%
$67.4B
$13.6 Million 2.7% of portfolio
129,405
Q2 2025 Added 0.22%
$83.6B
$13.5 Million 2.66% of portfolio
34,606
Q2 2025 Added 2.37%
$10.5B
$13.3 Million 2.64% of portfolio
271,837
Q2 2025 Added 0.9%
$27.7B
$13 Million 2.57% of portfolio
315,837
Q2 2025 Added 1.17%
$3.4B
$12.2 Million 2.42% of portfolio
101,016
Q2 2025 Reduced 0.12%
$200B
$12.1 Million 2.39% of portfolio
97,446
Q2 2025 Added 0.23%
$5.41B
$11.3 Million 2.23% of portfolio
47,385
Q2 2025 Added 0.01%
$27.4B
$9.19 Million 1.82% of portfolio
55,400
Q2 2025 Added 0.26%
$5.66B
$8.97 Million 1.77% of portfolio
217,648
Q2 2025 Added 4.48%
$0
$8.4 Million 1.66% of portfolio
116,349
Q2 2025 Added 1.17%
$502B
$7.85 Million 1.55% of portfolio
51,385
Q2 2025 Reduced 1.63%
$8.9B
$7.66 Million 1.51% of portfolio
50,473
Q2 2025 Reduced 9.86%
$1.69B
$7.13 Million 1.41% of portfolio
227,235
Q2 2025 Added 6.35%
$7.74B
$6.94 Million 1.37% of portfolio
53,970
Q2 2025 Added 0.82%
$292B
$6.88 Million 1.36% of portfolio
97,238
Q2 2025 Reduced 9.41%
$397M
$6.76 Million 1.34% of portfolio
481,345
Q2 2025 Added 1.17%
$4.03B
$6.47 Million 1.28% of portfolio
76,094
Q2 2025 Added 0.18%
$210B
$6.34 Million 1.25% of portfolio
15,626
Q2 2025 Added 0.79%
$1.5T
$5.49 Million 1.09% of portfolio
31,168
Q1 2025 Reduced 7.12%
$39.4B
$5.49 Million 1.08% of portfolio
21,044
Q4 2024 Reduced 2.41%
$147B
$5.08 Million 1.0% of portfolio
16,983
Q2 2025 Added 0.71%
$8.05B
$5.03 Million 0.99% of portfolio
135,966
Q2 2025 Reduced 0.87%
$136B
$5.03 Million 0.99% of portfolio
207,651
Q2 2025 Reduced 1.08%
$297B
$4.78 Million 0.94% of portfolio
33,370
Q2 2025 Reduced 0.23%
$155M
$4.44 Million 0.88% of portfolio
454,300
Q2 2025 Added 3.76%
$53.9B
$4.09 Million 0.81% of portfolio
32,085
Q2 2025 Added 1.56%
$2.38B
$3.89 Million 0.77% of portfolio
141,235
Q2 2025 Reduced 0.25%
$3.98T
$3.73 Million 0.74% of portfolio
18,172
Q1 2025 Reduced 10.21%
$20.1B
$3.71 Million 0.73% of portfolio
10,616
Q2 2025 Added 1.09%
$64.2B
$3.57 Million 0.71% of portfolio
34,343
Q2 2025 Reduced 0.97%
$166B
$3.56 Million 0.7% of portfolio
28,790
Q2 2025 Added 4.34%
$578M
$3.47 Million 0.69% of portfolio
138,168
Q2 2025 Added 6.0%
$29B
$3.48 Million 0.69% of portfolio
21,246
Q2 2025 Reduced 0.4%
$779M
$3.43 Million 0.68% of portfolio
136,519
Q2 2025 Added 1.55%
$2.27B
$3.13 Million 0.62% of portfolio
32,930
Q1 2025 Reduced 8.48%
$0
$3.14 Million 0.62% of portfolio
5,083
Q4 2024 New
$225B
$2.83 Million 0.56% of portfolio
9,672
Q4 2024 Reduced 1.73%
$319B
$2.36 Million 0.47% of portfolio
29,445
Q2 2025 Added 6.4%
$210B
$2.32 Million 0.46% of portfolio
17,547
Q2 2025 Added 5.41%
$25.4B
$2.1 Million 0.42% of portfolio
1,053
Q2 2025 Reduced 0.66%

Summary

  • Portfolio
  • No. of Stocks 97
  • Current Value $506 Million
  • Prior Value $514 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 25, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 8 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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