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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
+1.86%
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
$336M
AUM Growth
-$212M
Cap. Flow
-$213M
Cap. Flow %
-63.31%
Top 10 Hldgs %
48.91%
Holding
100
New
1
Increased
2
Reduced
55
Closed
38

Top Buys

Rank Stock Value
1
CDNL
Cardinal Infrastructure Group
CDNL
+$2.47M
2
AJG icon
Arthur J. Gallagher & Co
AJG
+$307K
3
CNI icon
Canadian National Railway
CNI
+$6.34K

Top Sells

Rank Stock Value
1
AZO icon
AutoZone
AZO
+$20.1M
2
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$15.2M
3
CPRT icon
Copart
CPRT
+$12.2M
4
HCA icon
HCA Healthcare
HCA
+$10.5M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.24M

Sector Composition

Rank Sector Weight
1 Financials 31.21%
2 Healthcare 16.74%
3 Energy 15.94%
4 Industrials 7.68%
5 Communication Services 6.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TPL icon
1
Texas Pacific Land
TPL
$25.2B
$32.8M 9.76%
114,220
-5,006
-4% -$1.53M
BRK.B icon
2
Berkshire Hathaway Class B
BRK.B
$1.11T
$22.6M 6.72%
44,899
-30,607
-41% -$15.2M
AJG icon
3
Arthur J. Gallagher & Co
AJG
$65.4B
$16.6M 4.95%
64,329
+1,161
+2% +$307K
MSFT icon
4
Microsoft
MSFT
$3.73T
$16.5M 4.9%
34,045
-7,599
-18% -$3.81M
HCA icon
5
HCA Healthcare
HCA
$89.1B
$13.7M 4.08%
29,373
-22,690
-44% -$10.5M
AFL icon
6
Aflac
AFL
$61B
$13.7M 4.06%
123,861
-4,244
-3% -$467K
PSX icon
7
Phillips 66
PSX
$89B
$13.3M 3.95%
102,964
-46,652
-31% -$6.28M
GOOG icon
8
Alphabet (Google) Class C
GOOG
$4.21T
$12.7M 3.78%
40,434
-32,240
-44% -$9.24M
LECO icon
9
Lincoln Electric
LECO
$15.6B
$11.8M 3.51%
49,230
-1,431
-3% -$339K
CB icon
10
Chubb
CB
$134B
$10.7M 3.19%
34,397
-14,124
-29% -$4.13M
DIS icon
11
Walt Disney
DIS
$178B
$10.3M 3.07%
90,789
-3,812
-4% -$420K
FITB
12
Fifth Third Bancorp
FITB
$52.3B
$9.69M 2.88%
206,979
-101,921
-33% -$4.49M
HSY icon
13
Hershey
HSY
$36.5B
$9.38M 2.79%
51,571
-3,618
-7% -$661K
ABG icon
14
Asbury Automotive
ABG
$3.78B
$9.33M 2.78%
40,111
-7,106
-15% -$1.68M
JNJ icon
15
Johnson & Johnson
JNJ
$627B
$9.29M 2.76%
44,866
-3,129
-7% -$619K
NNI icon
16
Nelnet
NNI
$4.51B
$8.79M 2.62%
66,142
-34,776
-34% -$4.55M
TMO icon
17
Thermo Fisher Scientific
TMO
$223B
$8.14M 2.42%
14,047
-1,735
-11% -$981K
ELV icon
18
Elevance Health
ELV
$84.7B
$7.09M 2.11%
20,212
-23,046
-53% -$7.79M
BN icon
19
Brookfield
BN
$110B
$7.02M 2.09%
152,993
-24,640
-14% -$1.12M
CP icon
20
Canadian Pacific Kansas City
CP
$80.8B
$6.94M 2.06%
94,216
-3,251
-3% -$239K
CFR icon
21
Cullen/Frost Bankers
CFR
$10.4B
$6.8M 2.02%
53,723
-236
-0.4% -$29.6K
CRL icon
22
Charles River Laboratories
CRL
$13.4B
$6.31M 1.88%
31,638
-18,277
-37% -$3.32M
BRKR icon
23
Bruker
BRKR
$8.69B
$6.2M 1.84%
131,535
-80,550
-38% -$3.4M
BRK.A icon
24
Berkshire Hathaway Class A
BRK.A
$1.11T
$6.04M 1.8%
8
-10
-56% -$7.46M
VMC icon
25
Vulcan Materials
VMC
$37B
$5.64M 1.68%
19,771
-1,008
-5% -$296K
1
2 3 4

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Lawson Kroeker Investment Management's Q4 2025 Portfolio in Review

As of Q4 2025, Lawson Kroeker Investment Management held 100 positions worth $336M, down 39% from $548M the previous quarter. Its ten largest holdings account for 49% of the portfolio.

Lawson Kroeker Investment Management withdrew a net $213M in Q4 2025, closing 38 positions and reducing 55 holdings. Its most notable exit was Copart, an estimated $12.2M position sold in full.

By sector, the portfolio is most concentrated in Financials at 31% of assets, up from 28% a quarter earlier, followed by Healthcare and Energy.

Against the trend, Lawson Kroeker Investment Management opened a new position in Cardinal Infrastructure Group worth $0.

  • Lawson Kroeker Investment Management's largest Q4 2025 buy was Cardinal Infrastructure Group: 100,000 shares worth $0.
  • Lawson Kroeker Investment Management added most to Arthur J. Gallagher & Co in Q4 2025, an estimated $307K increase.
  • Lawson Kroeker Investment Management's biggest Q4 2025 reduction was AutoZone, cutting an estimated $20.1M.
  • Lawson Kroeker Investment Management fully exited Copart in Q4 2025, selling an estimated $12.2M.
  • Lawson Kroeker Investment Management's ten largest holdings make up 49% of its $336M portfolio in Q4 2025.
  • Lawson Kroeker Investment Management opened 1 new position and closed 38 in Q4 2025.
  • Lawson Kroeker Investment Management's portfolio value fell 39% quarter-over-quarter to $336M.

Based on Lawson Kroeker Investment Management's 13F filing for Q4 2025, filed 20 Jan 2026.