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 Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.62B
$7.13 Million 1.41% of portfolio
227,235
Q2 2025 Added 6.35%
$388M
$6.76 Million 1.34% of portfolio
481,345
Q2 2025 Added 1.17%
$535M
$3.47 Million 0.69% of portfolio
138,168
Q2 2025 Added 6.0%
$841M
$3.43 Million 0.68% of portfolio
136,519
Q2 2025 Added 1.55%
$2B
$982,000 0.19% of portfolio
73,870
Q2 2025 Reduced 2.64%
$686M
$333,000 0.07% of portfolio
57,500
Q4 2024 Reduced 23.33%

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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