LAWSON KROEKER INVESTMENT MANAGEMENT INC
Adviser information for LAWSON KROEKER INVESTMENT MANAGEMENT INC last updated from Form ADV on March 20th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Nebraska, United States |
Employees
| Total Number of Employees | 8 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 396 | $623.8M |
| Non-Discretionary | 0 | $0 |
| Total | 396 | $623.8M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 59 | $36.4M |
| HNW Individuals | 136 | $459.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 1 | $28.4M |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 11 | $96.9M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $3.0M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Principal Office
1926 S. 67TH STREETSUITE 201
OMAHA
NE
United States
Monday - Friday, 8AM - 5PM
Tel: 402-392-2606, Fax: 402-392-2597
Chief Compliance Officer
SUDYKA, THOMAS J., JR.
PRESIDENT & CCO
1926 S. 67TH STREET
SUITE 201
OMAHA
NE
United States
Tel:
402-392-2606
Fax:
402-392-2597
T**@****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SUDYKA, THOMAS, JOSEPH | Individual | – | SHAREHOLDER - DIRECTOR - CHIEF COMPLIANCE OFFICER | 09/1999 | 50-75% |
| YALE, CHARLES, ADAM | Individual | – | SHAREHOLDER - DIRECTOR | 01/2023 | 25-50% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 29th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| Abbott Laboratories | COM | 665K | 6K | – |
| Abbvie Inc | COM | 988K | 6K | – |
| Accenture Plc Ireland Shs Cl A | COM | 5M | 18K | – |
| Aflac Inc | COM | 14M | 159K | – |
| Alphabet Inc Cl A | COM | 6M | 34K | – |
| Alphabet Inc Cl C | COM | 18M | 100K | – |
| Amazon.com Inc | COM | 464K | 2K | – |
| Amdocs Limited F | COM | 504K | 6K | – |
| American Express | COM | 1M | 5K | – |
| Amgen Inc | COM | 959K | 3K | – |
| Apple Inc | COM | 4M | 20K | – |
| Arthur J Gallagher & Co | COM | 19M | 74K | – |
| Asbury Automotive Group | COM | 11M | 47K | – |
| Auto Zone Inc | COM | 17M | 6K | – |
| Automatic Data Processing Inc | COM | 286K | 1K | – |
| Bank of America | COM | 1M | 26K | – |
| Berkshire Hathaway Inc Cl A | COM | 14M | 23 | – |
| Berkshire Hathaway Inc Cl B | COM | 31M | 76K | – |
| Boeing Co | COM | 276K | 2K | – |
| Boston Omaha Corp | COM | 6M | 478K | – |
| Brookfield Asset Management Lt | COM | 3M | 73K | – |
| Brookfield Corporation | COM | 9M | 219K | – |
| Brown-Forman Corp | COM | 284K | 7K | – |
| CVS Corp | COM | 604K | 10K | – |
| Canadian National Railway Co | COM | 4M | 33K | – |
| Canadian Pacific Kansas City L | COM | 8M | 100K | – |
| CarMax Inc | COM | 363K | 5K | – |
| Charles River Labs Int'l | COM | 11M | 55K | – |
| Chevron Corp | COM | 8M | 48K | – |
| Civitas Resources Inc. | COM | 7M | 107K | – |
| Coca Cola Co | COM | 7M | 109K | – |
| Colgate Palmolive Co | COM | 552K | 6K | – |
| Constellium SE | COM | 2M | 80K | – |
| Copart Inc | COM | 15M | 283K | – |
| Costco Wholesale Corp | COM | 1M | 1K | – |
| Crimson Wine Group Ltd | COM | 2M | 317K | – |
| Cullen/Frost Bankers, Inc. | COM | 6M | 54K | – |
| Diageo Plc ADR | COM | 1M | 9K | – |
| Dino Polska SA Adr | COM | 5M | 104K | – |
| Disney Walt | COM | 10M | 101K | – |
| Dominion Energy, Inc. | COM | 363K | 7K | – |
| Dream Finders Homes Inc Cl A | COM | 4M | 143K | – |
| Elevance Health Inc | COM | 15M | 27K | – |
| Enovis Corp | COM | 9M | 195K | – |
| Esab Corp | COM | 1M | 14K | – |
| Exxon Mobil Corp | COM | 345K | 3K | – |
| Fifth Third Bancorp | COM | 13M | 345K | – |
| First National of Nebraska Inc | COM | 5M | 451 | – |
| HCA Healthcare Inc | COM | 17M | 53K | – |
| Hershey Foods Corp | COM | 9M | 50K | – |
| Home Depot Inc | COM | 788K | 2K | – |
| JP Morgan Chase & Co | COM | 274K | 1K | – |
| Johnson & Johnson | COM | 8M | 54K | – |
| Keysight Technologies Inc | COM | 3M | 22K | – |
| LKQ Corporation | COM | 9M | 208K | – |
| Liberty Media Corp Ser A Formu | COM | 2M | 37K | – |
| Lincoln Electric Holdings Inc | COM | 10M | 54K | – |
| MSC Industrial Direct Co. | COM | 6M | 71K | – |
| MarineMax, Inc. | COM | 5M | 150K | – |
| Markel Corp | COM | 2M | 1K | – |
| McDonalds Corp | COM | 3M | 10K | – |
| Microsoft Corp | COM | 20M | 45K | – |
| Mistras Group Inc | COM | 895K | 108K | – |
| Moody's Corp | COM | 871K | 2K | – |
| Nelnet | COM | 10M | 103K | – |
| Nestle S.A. Spons ADR | COM | 871K | 9K | – |
| Nextera Energy Inc | COM | 304K | 4K | – |
| Novartis A G ADR | COM | 260K | 2K | – |
| Pepsico Inc | COM | 2M | 14K | – |
| Pfizer Inc | COM | 6M | 223K | – |
| Phillips 66 | COM | 15M | 106K | – |
| Procter & Gamble Co | COM | 1M | 8K | – |
| Ross Stores Inc | COM | 5M | 32K | – |
| Shell Plc Sponsored Adr | COM | 440K | 6K | – |
| SunOpta Inc. | COM | 405K | 75K | – |
| TJX Companies Inc | COM | 3M | 30K | – |
| Tandem Diabetes Care, Inc. | COM | 342K | 9K | – |
| Teleflex Inc | COM | 599K | 3K | – |
| Texas Pacific Land Corp | COM | 39M | 52K | – |
| Thermo Fisher Corp | COM | 9M | 16K | – |
| US Bancorp | COM | 2M | 45K | – |
| United Health Group Inc | COM | 2M | 4K | – |
| Valmont Industries Inc | COM | 5M | 17K | – |
| Vulcan Materials Co | COM | 5M | 22K | – |
| Walmart Inc | COM | 634K | 9K | – |
| Waters Corp | COM | 4M | 15K | – |
| Wells Fargo Co | COM | 4M | 70K | – |
| SPDR S&P 500 | COM | 3M | 5K | – |
| Vanguard Scottsdale Fds Corp B | COM | 577K | 7K | – |
| Costamare Inc. 8.50 Preferred | PRD | 851K | 33K | – |