LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

RIA/Wealth

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE is a RIA/Wealth based in Omaha, NE led by Thomas Joseph Sudyka, reporting $682.7M in AUM as of Q3 2025 with BRK.B as the largest holding (7% allocation).

DirectorThomas Joseph Sudyka

Portfolio Value: $528.2M
Positions: 91
Top Holding: BRK.B at 7.19%
Last Reported: Q3 2025

Address1926 S. 67th Street, Suite 201, Omaha, NE, 68106, United States

Top Holdings

Largest long holdings in LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's portfolio (43.2% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$38.0M	7.19%	+$894.9K Bought	0.00% 75.5K shares	Q4 2019 Held for 5y 11m
2 Texas Pacific Land TPL	Oil & Gas Exploration & Production Energy	$37.1M	7.02%	-$844.9K Sold	0.17% 39.7K shares	≤ Q2 2013 Held for 12y 5m+
3 AutoZone AZO	Specialty Retail Consumer Cyclical	$23.6M	4.46%	+$47.2K Bought	0.03% 5.5K shares	Q1 2023 Held for 2y 8m
4 HCA Healthcare HCA	Medical - Care Facilities Healthcare	$22.2M	4.20%	-$171.3K Sold	0.02% 52.1K shares	Q1 2023 Held for 2y 8m
5 Microsoft MSFT	Software - Infrastructure Technology	$21.6M	4.08%	-$842.7K Sold	0.00% 41.6K shares	≤ Q2 2013 Held for 12y 5m+
6 Phillips 66 PSX	Oil & Gas Refining & Marketing Energy	$20.4M	3.85%	-$123.0K Sold	0.04% 149.6K shares	≤ Q2 2013 Held for 12y 5m+
7 Arthur J. Gallagher AJG	Insurance - Brokers Financial Services	$19.6M	3.70%	-$967.9K Sold	0.02% 63.2K shares	Q1 2016 Held for 9y 8m
8 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$17.7M	3.35%	-$6.3M Sold	0.00% 72.7K shares	Q1 2023 Held for 2y 8m
9 Aflac AFL	Insurance - Life Financial Services	$14.3M	2.71%	-$145.2K Sold	0.02% 128.1K shares	Q2 2021 Held for 4y 5m
10 Elevance Health ELV	Medical - Healthcare Plans Healthcare	$14.0M	2.65%	+$2.8M Bought	0.02% 43.3K shares	Q1 2023 Held for 2y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE's latest filing

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Market Value

$528.2M

Prior: $517.3M

Q/Q Change

+2.11%

+$10.9M

Net Flows % of MV

-1.74%

Turnover Ratio

4.35%

New Purchases

3 stocks

$14.2M

Added To

12 stocks

+$4.2M

Sold Out Of

2 stocks

$7.4M

Reduced Holdings

52 stocks

-$20.2M

Increased Positions

Position	Shares Δ	Change
1 Chubb CB	New	0 → 48.5K +$13.7M
2 Union Pacific UNP	New	0 → 1.1K +$264.5K
3 Coherent COHR	New	0 → 2.0K +$215.4K
4 Elevance Health ELV	+25.0%	34.6K → 43.3K +$2.8M
5 Costco Wholesale COST	+8.56%	1.2K → 1.3K +$93.5K

Decreased Positions

Position	Shares Δ	Change
1 Enovis ENOV	Sold	227.2K → 0 −$7.1M
2 CarMax KMX	Sold	3.4K → 0 −$230.5K
3 Brookfield BN	-32.77%	176.1K → 118.4K −$4.0M
4 Alphabet Inc. GOOG	-26.19%	98.5K → 72.7K −$6.3M
5 JPMorgan Chase JPM	-19.19%	1.0K → 842.0 −$63.1K

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Analytics

Portfolio insights and performance metrics for LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE

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Sector Allocation

Financial Services

29.30%

Healthcare

15.20%

Consumer Cyclical

13.50%

Energy

12.70%

Communication Services

8.40%

Industrials

6.90%

Technology

6.50%

Consumer Defensive

4.30%

Basic Materials

1.40%

ETF

1.20%

Utilities

0.20%

Market Cap Distribution

Mega Cap (> $200B)

28.33%

Large Cap ($10B - $200B)

54.70%

Mid Cap ($2B - $10B)

11.87%

Small Cap ($300M - $2B)

2.83%

Nano Cap (< $50M)

0.88%

N/A (ETF or Unknown)

1.40%

Portfolio Concentration

Top 10 Holdings %

43.22%

Top 20 Holdings %

65.83%

Top 50 Holdings %

94.32%

Top 100 Holdings %

100.0%