Lawson Kroeker Investment Management Inc Portfolio Holdings

Lawson Kroeker Investment Management Inc

  • $516 Million
  • Q3 2024

Lawson Kroeker Investment Management Inc has filed its 13F form on October 15, 2024 for Q3 2024 where it was disclosed a total value porftolio of $516 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Texas Pacific Land Corp with a value of $43.9M, Berkshire Hathaway Inc Class B with a value of $34.4M, Hca Healthcare, Inc. with a value of $21.5M, Arthur J. Gallagher & Co. with a value of $20.6M, and Microsoft Corp with a value of $19.3M.

Examining the 13F form we can see an increase of $29.1M in the current position value, from $487M to 516M.

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

Portfolio value $516 Million
Financial Services: $132 Million
Healthcare: $84.3 Million
Consumer Cyclical: $75.9 Million
Energy: $72.7 Million
Communication Services: $42 Million
Industrials: $34.7 Million
Technology: $34.4 Million
Consumer Defensive: $27.4 Million
Other: $7.6 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$414M
$7.32 Million 1.42% of portfolio
492,490
Q3 2024 Added 2.93%
$780M
$5.18 Million 1.0% of portfolio
143,157
Q3 2024 Reduced 0.02%
$617M
$4.88 Million 0.95% of portfolio
138,344
Q3 2024 Reduced 8.06%
$1.49B
$1.29 Million 0.25% of portfolio
79,370
Q3 2024 Reduced 0.35%
$849M
$479,000 0.09% of portfolio
75,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $516 Million
  • Prior Value $487 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 15, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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