Lawson Kroeker Investment Management Inc has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $500 Million distributed in 91 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Texas Pacific Land Corp with a value of $51.2M, Berkshire Hathaway Inc Class B with a value of $33.7M, Arthur J. Gallagher & Co. with a value of $20.2M, Microsoft Corp with a value of $18.7M, and Alphabet Inc. with a value of $18.7M.
Examining the 13F form we can see an decrease of $15.7M in the current position value, from $516M to 500M.
Below you can find more details about Lawson Kroeker Investment Management Inc portfolio as well as his latest detailed transactions.
Portfolio value
$500 Million
Financial Services: $124 Million
Energy: $76.2 Million
Consumer Cyclical: $72.5 Million
Healthcare: $69.5 Million
Communication Services: $45.7 Million
Industrials: $35.6 Million
Technology: $34 Million
Consumer Defensive: $25.6 Million
Other: $11 Million
Stock Holdings Table Market Cap. of $200 Billions or more