Lawson Kroeker Investment Management Inc/ne
Lawson Kroeker Investment Management, Inc. is a third-generation wealth management and investment adviser firm headquartered in Omaha, Nebraska. Founded in 1986, the firm manages assets for high-net-worth individuals, business owners, professionals, and clients in unique life stages such as retirement, inheritance, and generational wealth transfer. With approximately $600 million in assets under management, Lawson Kroeker is known for its disciplined, patient investment approach and alignment of interests with its clients. The firm typically employs a select team of financial professionals supporting its bespoke wealth management and investment advisory services.
Investment Strategy
Lawson Kroeker Investment Management employs a disciplined and patient investment management process, focusing on owning a concentrated selection of individual businesses' stocks and bonds. The firm emphasizes in-depth fundamental research developed over 30 years, investing alongside clients to ensure alignment of interests. Their philosophy centers on long-term value creation, risk management, and a customized approach tailored to significant life events such as retirement, wealth transfer, or business sales.
Top Holdings
Equity Positions (92)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | Berkshire Hathaway Inc Cl B | 6.93% | $38.0M | 75,506 | $202.87 | $502.74 | +$2.1M |
T TPL | Texas Pacific Land Corp | 6.78% | $37.1M | 39,742 | $244.66 | $933.64 | -$5.8M |
A AZO | Auto Zone Inc | 4.31% | $23.6M | 5,496 | $2487.73 | $4290.24 | +$3.2M |
H HCA | HCA Healthcare Inc | 4.05% | $22.2M | 52,063 | $268.76 | $426.20 | +$2.1M |
M MSFT | Microsoft Corp | 3.94% | $21.6M | 41,644 | $60.30 | $517.95 | +$46.1K |