LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| Keysight Technologies Inc | 21,361 | 20,785 | -576 | 3,736,466 | 4,223,304 | +486,838 |
| Thermo Fisher Corp | 15,782 | 14,047 | -1,735 | 7,654,586 | 8,139,534 | +484,948 |
| Johnson & Johnson | 47,995 | 44,866 | -3,129 | 8,899,233 | 9,285,019 | +385,786 |
| Canadian National Railway Co | 34,118 | 34,184 | +66 | 3,217,327 | 3,379,088 | +161,761 |
| Coherent, Inc. | 2,000 | 1,800 | -200 | 215,440 | 332,226 | +116,786 |
| Constellium SE | 63,020 | 54,020 | -9,000 | 937,738 | 1,018,277 | +80,539 |
| Nestle S.A. Spons ADR | 7,305 | 7,205 | -100 | 670,869 | 716,089 | +45,220 |
| Nextera Energy Inc | 3,000 | 3,000 | 0 | 226,470 | 240,840 | +14,370 |
| Wheaton Precious Metals Corp | 2,500 | 2,500 | 0 | 279,600 | 293,800 | +14,200 |
| Cardinal Resources | 100,000 | 100,000 | 0 | 0 | 0 | 0 |
| iShares Core S&P 500 ETF | 612 | 582 | -30 | 409,612 | 398,635 | -10,977 |
| Costamare Inc. 8.50 Preferred | 32,359 | 30,893 | -1,466 | 856,802 | 830,095 | -26,707 |
| Diageo Plc ADR | 3,381 | 3,331 | -50 | 322,649 | 287,365 | -35,284 |
| Cullen/Frost Bankers, Inc. | 53,959 | 53,723 | -236 | 6,840,382 | 6,802,943 | -37,439 |
| McDonalds Corp | 9,272 | 8,955 | -317 | 2,817,668 | 2,736,917 | -80,751 |
| Costco Wholesale Corp | 1,281 | 1,281 | 0 | 1,185,282 | 1,104,361 | -80,921 |
| Colgate Palmolive Co | 4,843 | 3,830 | -1,013 | 387,149 | 302,647 | -84,502 |
| SunOpta Inc. | 57,500 | 57,500 | 0 | 336,950 | 218,500 | -118,450 |
| Walmart Inc | 4,642 | 3,150 | -1,492 | 478,405 | 350,942 | -127,463 |
| Procter & Gamble Co | 7,105 | 6,715 | -390 | 1,091,683 | 962,327 | -129,356 |
| Crimson Wine Group Ltd | 279,273 | 267,498 | -11,775 | 1,447,584 | 1,310,740 | -136,844 |
| Lincoln Electric Holdings Inc | 50,661 | 49,230 | -1,431 | 11,947,384 | 11,797,477 | -149,907 |
| Dominion Energy, Inc. | 7,967 | 5,590 | -2,377 | 487,341 | 327,518 | -159,823 |
| Amazon.com Inc | 2,663 | 1,800 | -863 | 584,715 | 415,476 | -169,239 |
| MarineMax, Inc. | 135,598 | 131,498 | -4,100 | 3,434,697 | 3,186,197 | -248,500 |
| Canadian Pacific Kansas City L | 97,467 | 94,216 | -3,251 | 7,260,317 | 6,937,124 | -323,193 |
| Pfizer Inc | 201,666 | 192,771 | -8,895 | 5,138,450 | 4,799,998 | -338,452 |
| Chevron Corp | 33,120 | 31,404 | -1,716 | 5,143,205 | 4,786,284 | -356,921 |
| Abbott Laboratories | 5,210 | 2,597 | -2,613 | 697,827 | 325,378 | -372,449 |
| LKQ Corporation | 132,334 | 117,387 | -14,947 | 4,041,480 | 3,545,087 | -496,393 |
| Brookfield Asset Management Lt | 59,870 | 55,556 | -4,314 | 3,408,998 | 2,910,579 | -498,419 |
| Disney Walt | 94,601 | 90,789 | -3,812 | 10,831,815 | 10,329,065 | -502,750 |
| Aflac Inc | 128,105 | 123,861 | -4,244 | 14,309,329 | 13,658,152 | -651,177 |
| Bruker Corp | 212,085 | 131,535 | -80,550 | 6,890,642 | 6,196,614 | -694,028 |
| Abbvie Inc | 4,750 | 1,768 | -2,982 | 1,099,815 | 403,970 | -695,845 |
| Vulcan Materials Co | 20,779 | 19,771 | -1,008 | 6,392,036 | 5,639,085 | -752,951 |
| Hershey Foods Corp | 55,189 | 51,571 | -3,618 | 10,323,102 | 9,384,891 | -938,211 |
| Brookfield Corporation | 118,422 | 152,993 | +34,571 | 8,121,398 | 7,020,849 | -1,100,549 |
| Charles River Labs Int'l | 49,915 | 31,638 | -18,277 | 7,809,701 | 6,311,148 | -1,498,553 |
| Pepsico Inc | 17,810 | 6,728 | -11,082 | 2,501,236 | 965,603 | -1,535,633 |
| Civitas Resources Inc. | 136,811 | 99,147 | -37,664 | 4,446,358 | 2,685,892 | -1,760,466 |
| SPDR S&P 500 | 5,083 | 2,265 | -2,818 | 3,386,193 | 1,544,549 | -1,841,644 |
| Asbury Automotive Group | 47,217 | 40,111 | -7,106 | 11,542,196 | 9,327,011 | -2,215,185 |
| Sky Harbour Group Corp Cl A | 473,417 | 273,812 | -199,605 | 4,672,626 | 2,456,094 | -2,216,532 |
| Arthur J Gallagher & Co | 63,168 | 64,329 | +1,161 | 19,565,656 | 16,647,702 | -2,917,954 |
| Chubb Corp | 48,521 | 34,397 | -14,124 | 13,695,052 | 10,735,992 | -2,959,060 |
| MSC Industrial Direct Co. | 76,047 | 44,103 | -31,944 | 7,006,971 | 3,709,062 | -3,297,909 |
| Apple Inc | 18,042 | 2,800 | -15,242 | 4,594,034 | 761,208 | -3,832,826 |
| Nelnet | 100,918 | 66,142 | -34,776 | 12,653,099 | 8,794,240 | -3,858,859 |
| Fifth Third Bancorp | 308,900 | 206,979 | -101,921 | 13,761,495 | 9,688,687 | -4,072,808 |
| Texas Pacific Land Corp | 39,742 | 114,220 | +74,478 | 37,104,721 | 32,806,268 | -4,298,453 |
| Alphabet Inc Cl C | 72,674 | 40,434 | -32,240 | 17,699,753 | 12,688,189 | -5,011,564 |
| Microsoft Corp | 41,644 | 34,045 | -7,599 | 21,569,510 | 16,464,843 | -5,104,667 |
| First National of Nebraska Inc | 418 | 30 | -388 | 5,852,000 | 465,000 | -5,387,000 |
| Coca Cola Co | 97,169 | 14,251 | -82,918 | 6,444,248 | 996,287 | -5,447,961 |
| Dino Polska SA Adr | 578,615 | 97,135 | -481,480 | 6,917,342 | 1,128,709 | -5,788,633 |
| Elevance Health Inc | 43,258 | 20,212 | -23,046 | 13,977,525 | 7,085,317 | -6,892,208 |
| Phillips 66 | 149,616 | 102,964 | -46,652 | 20,350,768 | 13,286,475 | -7,064,293 |
| Berkshire Hathaway Inc Cl A | 18 | 8 | -10 | 13,575,600 | 6,038,400 | -7,537,200 |
| HCA Healthcare Inc | 52,063 | 29,373 | -22,690 | 22,189,251 | 13,713,079 | -8,476,172 |
| Berkshire Hathaway Inc Cl B | 75,506 | 44,899 | -30,607 | 37,959,886 | 22,568,482 | -15,391,404 |
| Auto Zone Inc | 5,496 | 172 | -5,324 | 23,579,159 | 583,338 | -22,995,821 |