LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE — 13F Holdings & Portfolio
CIK 1013701 · latest 13F-HR filed 2026-07-28
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE manages $360.6M in 13F-reported U.S. long-equity assets across 59 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are TPL (13.36%), BRK.B (6.12%), AJG (4.22%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions, exited 2, added to 20, and trimmed 21.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 201
OMAHA, NE 68106
$360.6M
Long-equity book
59
Distinct positions
2026-06-30
Filed 2026-07-28
+2 / −2 / ↑20 / ↓21
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- Pepsico Inc$7.6M +580.9%
- Thermo Fisher Corp$6.9M +105.0%
- Alphabet Inc Cl C$2.6M +22.1%
- Fifth Third Bancorp$2.1M +20.0%
- Charles River Labs Int'l$1.4M +29.0%
Top Trims
- Texas Pacific Land Corp-$5.4M -10.1%
- HCA Healthcare Inc-$1.8M -15.1%
- Phillips 66-$1.8M -11.3%
- Hershey Foods Corp-$1.7M -16.0%
- Elevance Health Inc-$1.5M -14.0%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | Texas Pacific Land Corp | TPL | 88262P102 | $48.2M | 13.36% | 110,114 | SH |
| 2 | Berkshire Hathaway Inc Cl B | BRK.B | 084670702 | $22.1M | 6.12% | 44,113 | SH |
| 3 | Arthur J Gallagher & Co | AJG | 363576109 | $15.2M | 4.22% | 66,344 | SH |
| 4 | Alphabet Inc Cl C | GOOG | 02079K107 | $14.5M | 4.01% | 40,924 | SH |
| 5 | Phillips 66 | PSX | 718546104 | $14.0M | 3.88% | 82,799 | SH |
| 6 | Aflac Inc | AFL | 001055102 | $13.9M | 3.85% | 118,548 | SH |
| 7 | Microsoft Corp | MSFT | 594918104 | $13.7M | 3.81% | 36,787 | SH |
| 8 | Thermo Fisher Corp | TMO | 883556102 | $13.6M | 3.76% | 27,058 | SH |
| 9 | Fifth Third Bancorp | FITB | 316773100 | $12.4M | 3.43% | 219,387 | SH |
| 10 | Chubb Corp | CB | H1467J104 | $11.6M | 3.22% | 34,062 | SH |
| 11 | Johnson & Johnson | JNJ | 478160104 | $11.0M | 3.06% | 43,491 | SH |
| 12 | Fairfax Financial Holdings | NHHPF | 303901102 | $10.8M | 3.00% | 6,575 | SH |
| 13 | Lincoln Electric Holdings Inc | LECO | 533900106 | $10.8M | 2.98% | 40,540 | SH |
| 14 | HCA Healthcare Inc | HCA | 40412C101 | $10.3M | 2.85% | 26,383 | SH |
| 15 | Elevance Health Inc | ELV | 036752103 | $9.4M | 2.59% | 24,199 | SH |
| 16 | Disney Walt | DIS | 254687106 | $9.0M | 2.50% | 93,846 | SH |
| 17 | Hershey Foods Corp | HSY | 427866108 | $8.9M | 2.48% | 50,979 | SH |
| 18 | Pepsico Inc | PEP | 713448108 | $8.9M | 2.47% | 65,813 | SH |
| 19 | Nelnet | NNI | 64031N108 | $8.8M | 2.44% | 66,047 | SH |
| 20 | Cullen/Frost Bankers, Inc. | CFR | 229899109 | $8.2M | 2.28% | 53,268 | SH |
| 21 | Canadian Pacific Kansas City L | CP | 13646K108 | $7.8M | 2.15% | 89,538 | SH |
| 22 | Asbury Automotive Group | ABG | 043436104 | $6.7M | 1.86% | 33,426 | SH |
| 23 | Brookfield Corporation | BN | 11271J107 | $6.5M | 1.79% | 151,867 | SH |
| 24 | Charles River Labs Int'l | CRL | 159864107 | $6.4M | 1.76% | 28,004 | SH |
| 25 | Vulcan Materials Co | VMC | 929160109 | $5.7M | 1.57% | 19,152 | SH |
| 26 | Bruker Corp | BRKR | 116794108 | $5.6M | 1.54% | 92,502 | SH |
| 27 | Berkshire Hathaway Inc Cl A | BRK.A | 084670108 | $5.2M | 1.45% | 7 | SH |
| 28 | Chevron Corp | CVX | 166764100 | $5.1M | 1.42% | 30,799 | SH |
| 29 | MarineMax, Inc. | HZO | 567908108 | $4.3M | 1.20% | 117,752 | SH |
| 30 | Pfizer Inc | PFE | 717081103 | $4.2M | 1.17% | 174,686 | SH |
| 31 | Canadian National Railway Co | CNI | 136375102 | $3.8M | 1.06% | 32,036 | SH |
| 32 | Sky Harbour Group Corp Cl A | SKYH | 83085C107 | $2.8M | 0.76% | 280,089 | SH |
| 33 | LKQ Corporation | LKQ | 501889208 | $2.5M | 0.70% | 96,247 | SH |
| 34 | McDonalds Corp | MCD | 580135101 | $2.4M | 0.67% | 8,955 | SH |
| 35 | Brookfield Asset Management Lt | BAM | 113004105 | $2.2M | 0.60% | 48,387 | SH |
| 36 | SPDR S&P 500 | SPY | 78462F103 | $1.7M | 0.48% | 2,315 | SH |
| 37 | Costco Wholesale Corp | COST | 22160K105 | $1.2M | 0.33% | 1,260 | SH |
| 38 | Crimson Wine Group Ltd | CWGL | 22662X100 | $1.1M | 0.31% | 252,267 | SH |
| 39 | Coca Cola Co | KO | 191216100 | $1.1M | 0.30% | 13,490 | SH |
| 40 | Procter & Gamble Co | PG | 742718109 | $951.4K | 0.26% | 6,488 | SH |
| 41 | Costamare Inc. 8.50 Preferred | CMREPC | Y1771G128 | $822.4K | 0.23% | 30,893 | SH |
| 42 | Constellium SE | CSTM | F21107101 | $800.6K | 0.22% | 25,120 | SH |
| 43 | Dino Polska SA Adr | DNOPF | 25445T106 | $743.9K | 0.21% | 98,135 | SH |
| 44 | Apple Inc | AAPL | 037833100 | $737.9K | 0.20% | 2,550 | SH |
| 45 | Coherent, Inc. | COHR | 19247G107 | $552.3K | 0.15% | 1,400 | SH |
| 46 | Auto Zone Inc | AZO | 053332102 | $549.7K | 0.15% | 172 | SH |
| 47 | Abbvie Inc | ABBV | 00287Y109 | $442.4K | 0.12% | 1,758 | SH |
| 48 | First National of Nebraska Inc | FSLR | 335720108 | $393.8K | 0.11% | 21 | SH |
| 49 | Amazon.com Inc | AMZN | 023135106 | $381.3K | 0.11% | 1,600 | SH |
| 50 | iShares Core S&P 500 ETF | IVV | 464287200 | $374.4K | 0.10% | 500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-28 | $360.6M | 59 | 0001013701-26-000003 |
| 2026-03-31 | 2026-04-22 | $343.1M | 59 | 0001013701-26-000002 |
| 2025-12-31 | 2026-01-20 | $336.0M | 62 | 0001013701-26-000001 |