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LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE — 13F Holdings & Portfolio

CIK 1013701 · latest 13F-HR filed 2026-10-22

Backtest portfolio

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE manages $360.1M in 13F-reported U.S. long-equity assets across 59 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are TPL (9.99%), BRK.B (6.00%), MSFT (5.22%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 2 new positions and exited 2; 16 existing positions rose in reported value and 21 fell.

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.

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AUM
$360.1M

Long-equity book

Holdings
59

Distinct positions

Period
2026-09-30

Filed 2026-10-22

Q/Q Activity
+2 / −2 / ↑16 / ↓21

vs 2026-06-30

Portfolio charts

Latest quarter's book, what changed, and how the portfolio has evolved across filings.

Portfolio map

Q3 26
TPL10.0% · +0%BRK.B6.0% · -2%MSFT5.2% · -0%PSX5.2% · -12%TMO5.0% · -2%AJG4.2% · +0%GOOG3.8% · -1%AFL3.8% · +3%LECO3.2% · +8%HCA3.1% · +0%JNJ3.1% · -4%CB3.0% · -3%FITB3.0% · -3%NHHPF2.9% · -0%DIS2.7% · 0%PEP2.5% · +8%ELV2.4% · -7%HSY2.3% · +3%NNI2.2% · -2%CRL2.2% · -5%CFR2.2% · -4%CP2.0% · -7%BN1.7% · +12%CVX1.7% · -2%ABG1.7% · +7%HZO1.6% · -6%BRKR1.6% · -5%BRK.A1.5% · 0%PFE1.3% · -3%VMC1.2% · -7%CNI1.0% · -1%SKYH0.8% · +6%SPY0.7% · +49%BAM0.6% · +0%MCD0.6% · -1%LKQ0.6% · -8%KO0.3% · 0%COST0.3% · -4%CWGL0.3% · -1%PG0.3% · 0%DNOPY0.2% · newAAPL0.2% · -2%CMREPC0.2% · 0%CSTM0.2% · 0%ABBV0.1% · 0%FINN0.1% · newCOHR0.1% · 0%AMZN0.1% · 0%AZO0.1% · -20%IVV0.1% · 0%WPM0.1% · 0%WMT0.1% · 0%NSRGY0.1% · -3%D0.1% · 0%CL0.1% · -7%SMMD0.1% · newABT0.1% · 0%NEE0.1% · 0%AMGN0.1% · new

Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.

Sector mix

% of 13F value

Sectors from each company's SIC code; funds and ETFs grouped separately.

Biggest buys and sells

Q2 26 → Q3 26

Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.

13F assets and positions

4 quarters

Total reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.

Top positions over time

reported value

The eight largest current positions, valued at each quarter end.

Concentration

top 10 = 49.5%

Cumulative share of the portfolio held in the largest N positions.

Firm Profile & Key People

As of the firm’s regulatory filing dated Mar 4, 2026.

Assets Under Management
$428.6M
Discretionary
$428.6M
Employees
7
Accounts
254
Address
1926 S. 67TH STREET
SUITE 201
OMAHA, NE 68106
Phone
(402) 392-2606
Website
Name Title / Status Ownership Type
SUDYKA, THOMAS, JOSEPH ControlSHAREHOLDER - DIRECTOR - CHIEF COMPLIANCE OFFICER
since Sep 1999
75% or moreIndividual
Ownership & leadership changes · 6 filings with changes since Mar 20, 2012

From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.

Jan 8, 2026 filing
  • No longer listedYALE, CHARLES, ADAM · SHAREHOLDER - DIRECTOR · 25–50% · control person · listed since Jan 2023
  • ChangedSUDYKA, THOMAS, JOSEPH · ownership 50–75% → 75% or more
Mar 21, 2023 filing
  • No longer listedVAN KOOTEN, BRUCE, HAROLD · SHAREHOLDER - DIRECTOR · 25–50% · control person · listed since Mar 2006
  • AddedYALE, CHARLES, ADAM · SHAREHOLDER - DIRECTOR · 25–50% · control person
Mar 31, 2017 filing
  • No longer listedLAWSON, FRANK, V. · DIRECTOR · Less than 5% · listed since Apr 1986
Mar 25, 2016 filing
  • No longer listedKROEKER, KENNETH, WAYNE · SHAREHOLDER - DIRECTOR · 5–10% · control person · listed since Apr 1986
  • ChangedLAWSON, FRANK, V. · title SHAREHOLDER - DIRECTOR → DIRECTOR
Mar 31, 2015 filing
  • ChangedKROEKER, KENNETH, WAYNE · ownership 10–25% → 5–10%
  • ChangedSUDYKA, THOMAS, JOSEPH · ownership 25–50% → 50–75%
Jul 26, 2012 filing
  • ChangedKROEKER, KENNETH, WAYNE · ownership 25–50% → 10–25%
Mar 20, 2012 filing (earliest on record)
  • ListedKROEKER, KENNETH, WAYNE · SHAREHOLDER - DIRECTOR · 25–50% · control person
  • ListedLAWSON, FRANK, V. · SHAREHOLDER - DIRECTOR · Less than 5%
  • ListedSUDYKA, THOMAS, JOSEPH · SHAREHOLDER - DIRECTOR - CHIEF COMPLIANCE OFFICER · 25–50% · control person
  • ListedVAN KOOTEN, BRUCE, HAROLD · SHAREHOLDER - DIRECTOR · 25–50% · control person

Quarter-over-quarter changes

Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.

Top Adds (vs prior quarter)

Show all 16 →

Top Trims

Show all 21 →

New Positions

Show all 2 →

Exited Positions

Show all 2 →

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE Holdings (2026-09-30)

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 $36.0M 9.99% 110,359 SH
2 Berkshire Hathaway Inc Cl B BRK.B 084670702 $21.6M 6.00% 43,364 SH
3 Microsoft Corp MSFT 594918104 $18.8M 5.22% 36,651 SH
4 Phillips 66 PSX 718546104 $18.6M 5.16% 72,723 SH
5 Thermo Fisher Corp TMO 883556102 $17.9M 4.97% 26,485 SH
6 Arthur J Gallagher & Co AJG 363576109 $15.2M 4.22% 66,540 SH
7 Alphabet Inc Cl C GOOG 02079K107 $13.8M 3.84% 40,562 SH
8 Aflac Inc AFL 001055102 $13.7M 3.79% 122,244 SH
9 Lincoln Electric Holdings Inc LECO 533900106 $11.6M 3.23% 43,981 SH
10 HCA Healthcare Inc HCA 40412C101 $11.3M 3.13% 26,403 SH
11 Johnson & Johnson JNJ 478160104 $11.1M 3.07% 41,778 SH
12 Chubb Corp CB H1467J104 $10.8M 2.99% 33,052 SH
13 Fifth Third Bancorp FITB 316773100 $10.7M 2.98% 212,067 SH
14 Fairfax Financial Holdings FRFXF 303901102 $10.3M 2.86% 6,571 SH
15 Disney Walt DIS 254687106 $9.8M 2.73% 93,878 SH
16 Pepsico Inc PEP 713448108 $9.0M 2.51% 71,372 SH
17 Elevance Health Inc ELV 036752103 $8.7M 2.42% 22,446 SH
18 Hershey Foods Corp HSY 427866108 $8.3M 2.30% 52,657 SH
19 Nelnet NNI 64031N108 $8.0M 2.22% 64,841 SH
20 Charles River Labs Int'l CRL 159864107 $7.9M 2.18% 26,634 SH
21 Cullen/Frost Bankers, Inc. CFR 229899109 $7.8M 2.18% 51,393 SH
22 Canadian Pacific Kansas City L CP 13646K108 $7.1M 1.97% 83,223 SH
23 Brookfield Corporation BN 11271J107 $6.2M 1.72% 170,264 SH
24 Chevron Corp CVX 166764100 $6.2M 1.71% 30,217 SH
25 Asbury Automotive Group ABG 043436104 $6.2M 1.71% 35,723 SH
26 MarineMax, Inc. HZO 567908108 $5.8M 1.61% 110,597 SH
27 Bruker Corp BRKR 116794108 $5.7M 1.57% 87,582 SH
28 Berkshire Hathaway Inc Cl A BRK.A 084670108 $5.2M 1.45% 7 SH
29 Pfizer Inc PFE 717081103 $4.8M 1.35% 169,881 SH
30 Vulcan Materials Co VMC 929160109 $4.4M 1.21% 17,832 SH
31 Canadian National Railway Co CNI 136375102 $3.8M 1.04% 31,578 SH
32 Sky Harbour Group Corp Cl A SKYH 83085C107 $2.8M 0.78% 297,214 SH
33 SPDR S&P 500 SPY 78462F103 $2.6M 0.73% 3,459 SH
34 Brookfield Asset Management Lt BAM 113004105 $2.2M 0.60% 48,447 SH
35 McDonalds Corp MCD 580135101 $2.0M 0.57% 8,865 SH
36 LKQ Corporation LKQ 501889208 $2.0M 0.56% 88,909 SH
37 Coca Cola Co KO 191216100 $1.2M 0.32% 13,490 SH
38 Costco Wholesale Corp COST 22160K105 $1.1M 0.31% 1,210 SH
39 Crimson Wine Group Ltd CWGL 22662X100 $1.1M 0.29% 250,142 SH
40 Procter & Gamble Co PG 742718109 $942.6K 0.26% 6,488 SH
41 Dino Polska SA Adr DNOPY 25445T106 $893.0K 0.25% 98,135 SH
42 Apple Inc AAPL 037833100 $832.5K 0.23% 2,500 SH
43 Costamare Inc. 8.50 Preferred CMREPC Y1771G128 $831.9K 0.23% 30,893 SH
44 Constellium SE CSTM F21107101 $607.7K 0.17% 25,120 SH
45 Abbvie Inc ABBV 00287Y109 $459.9K 0.13% 1,758 SH
46 First National of Nebraska Inc FINN 335720108 $403.2K 0.11% 21 SH
47 Coherent, Inc. COHR 19247G107 $402.9K 0.11% 1,400 SH
48 Amazon.com Inc AMZN 023135106 $398.6K 0.11% 1,600 SH
49 Auto Zone Inc AZO 053332102 $387.7K 0.11% 137 SH
50 iShares Core S&P 500 ETF IVV 464287200 $382.9K 0.11% 500 SH
Filing History
Period Filed AUM Holdings Accession
2026-09-30 2026-10-22 $360.1M 59 0001013701-26-000004
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
Filer Information
Address
1926 S. 67TH STREET
SUITE 201
OMAHA, NE 68106
Phone
(402) 392-2606
Filing Manager
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
OMAHA, NE
Signatory
Thomas J. Sudyka, Jr.
President, Chief Compliance Officer