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LKIM

Lawson Kroeker Investment Management Portfolio holdings

AUM $361M
1-Year Est. Return 22.26%
This Fund
S&P 500
This Quarter Est. Return
+4.52%
1 Year Est. Return
+22.26%
3 Year Est. Return
+64.49%
5 Year Est. Return
+92.04%
10 Year Est. Return
+404.21%
AUM
$548M
AUM Growth
+$10M
Cap. Flow
-$3.01M
Cap. Flow %
-0.55%
Top 10 Hldgs %
41.69%
Holding
101
New
4
Increased
13
Reduced
55
Closed
2

Top Buys

Rank Stock Value
1
CB icon
Chubb
CB
+$13.4M
2
ELV icon
Elevance Health
ELV
+$2.69M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$862K
4
UNP icon
Union Pacific
UNP
+$252K
5
COHR icon
Coherent
COHR
+$199K

Top Sells

Rank Stock Value
1
ENOV icon
Enovis
ENOV
+$7.13M
2
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.42M
3
BN icon
Brookfield
BN
+$3.84M
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.45M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$942K

Sector Composition

Rank Sector Weight
1 Financials 28.3%
2 Healthcare 14.71%
3 Energy 12.35%
4 Consumer Discretionary 10.8%
5 Industrials 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
1
Berkshire Hathaway Class B
BRK.B
$1.11T
$38M 6.93%
75,506
+1,780
+2% +$862K
TPL icon
2
Texas Pacific Land
TPL
$25.2B
$37.1M 6.78%
119,226
-2,715
-2% -$855K
AZO icon
3
AutoZone
AZO
$49.7B
$23.6M 4.31%
5,496
+11
+0.2% +$44.1K
HCA icon
4
HCA Healthcare
HCA
$89.1B
$22.2M 4.05%
52,063
-402
-0.8% -$156K
MSFT icon
5
Microsoft
MSFT
$3.74T
$21.6M 3.94%
41,644
-1,627
-4% -$830K
PSX icon
6
Phillips 66
PSX
$89.5B
$20.4M 3.72%
149,616
-904
-0.6% -$116K
AJG icon
7
Arthur J. Gallagher & Co
AJG
$65B
$19.6M 3.57%
63,168
-3,125
-5% -$942K
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.19T
$17.7M 3.23%
72,674
-25,782
-26% -$5.42M
AFL icon
9
Aflac
AFL
$60.7B
$14.3M 2.61%
128,105
-1,300
-1% -$137K
ELV icon
10
Elevance Health
ELV
$84.7B
$14M 2.55%
43,258
+8,652
+25% +$2.69M
FITB
11
Fifth Third Bancorp
FITB
$52.2B
$13.8M 2.51%
308,900
-6,937
-2% -$304K
CB icon
12
Chubb
CB
$134B
$13.7M 2.5%
+48,521
New +$13.4M
BRK.A icon
13
Berkshire Hathaway Class A
BRK.A
$1.11T
$13.6M 2.48%
18
-2
-10% -$1.45M
NNI icon
14
Nelnet
NNI
$4.48B
$12.7M 2.31%
100,918
-98
-0.1% -$12.3K
CPRT icon
15
Copart
CPRT
$27.2B
$12.2M 2.23%
271,220
-617
-0.2% -$29.1K
LECO icon
16
Lincoln Electric
LECO
$15.5B
$11.9M 2.18%
50,661
-2,112
-4% -$495K
ABG icon
17
Asbury Automotive
ABG
$3.73B
$11.5M 2.11%
47,217
-168
-0.4% -$40.8K
DIS icon
18
Walt Disney
DIS
$179B
$10.8M 1.98%
94,601
-2,845
-3% -$335K
HSY icon
19
Hershey
HSY
$36.6B
$10.3M 1.89%
55,189
-211
-0.4% -$38.3K
JNJ icon
20
Johnson & Johnson
JNJ
$626B
$8.9M 1.63%
47,995
-3,390
-7% -$581K
BN icon
21
Brookfield
BN
$110B
$8.12M 1.48%
177,633
-86,583
-33% -$3.84M
CRL icon
22
Charles River Laboratories
CRL
$13.5B
$7.81M 1.43%
49,915
-558
-1% -$88.6K
TMO icon
23
Thermo Fisher Scientific
TMO
$224B
$7.65M 1.4%
15,782
+156
+1% +$72.6K
CP icon
24
Canadian Pacific Kansas City
CP
$80.8B
$7.26M 1.33%
97,467
+469
+0.5% +$35.8K
MSM icon
25
MSC Industrial Direct
MSM
$6.7B
$7.01M 1.28%
76,047
-47
-0.1% -$4.19K
1
2 3 4

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Lawson Kroeker Investment Management's Q3 2025 Portfolio in Review

As of Q3 2025, Lawson Kroeker Investment Management held 101 positions worth $548M, up 1.9% from $538M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Lawson Kroeker Investment Management's Q3 2025 filing shows 4 new, 13 increased, 55 reduced and 2 closed positions. Its largest new stake was Chubb: 48,521 shares worth $13.7M. The largest sale was Enovis, an estimated $7.13M.

By sector, the portfolio is most concentrated in Financials at 28% of assets, up from 27% a quarter earlier, followed by Healthcare and Energy.

  • Lawson Kroeker Investment Management's largest Q3 2025 buy was Chubb: 48,521 shares worth $13.7M.
  • Lawson Kroeker Investment Management added most to Elevance Health in Q3 2025, an estimated $2.69M increase.
  • Lawson Kroeker Investment Management's biggest Q3 2025 reduction was Alphabet (Google) Class C, cutting an estimated $5.42M.
  • Lawson Kroeker Investment Management fully exited Enovis in Q3 2025, selling an estimated $7.13M.
  • Lawson Kroeker Investment Management's ten largest holdings make up 42% of its $548M portfolio in Q3 2025.
  • Lawson Kroeker Investment Management opened 4 new positions and closed 2 in Q3 2025.
  • Lawson Kroeker Investment Management's portfolio value rose 1.9% quarter-over-quarter to $548M.

Based on Lawson Kroeker Investment Management's 13F filing for Q3 2025, filed 20 Oct 2025.