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

CIK 1013701 · latest 13F-HR filed 2026-04-22

LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE manages $343.1M in 13F-reported U.S. long-equity assets across 59 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are TPL (15.62%), BRK.B (6.39%), PSX (4.60%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 0 new positions, exited 3, added to 19, and trimmed 23.

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

$343.1M

Long-equity book

Holdings

59

Distinct positions

Period

2026-03-31

Filed 2026-04-22

Q/Q Activity

+0 / −3 / ↑19 / ↓23

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • Texas Pacific Land Corp$20.8M +63.3%
  • Elevance Health Inc$3.8M +53.6%
  • Phillips 66$2.5M +18.7%
  • Chevron Corp$1.7M +34.8%
  • Johnson & Johnson$1.5M +16.3%
Show all 19

Top Trims

  • Microsoft Corp-$2.8M -16.9%
  • Arthur J Gallagher & Co-$2.2M -13.2%
  • Asbury Automotive Group-$1.7M -18.4%
  • Lincoln Electric Holdings Inc-$1.6M -13.8%
  • HCA Healthcare Inc-$1.6M -11.6%
Show all 23

New Positions

  • No new positions this quarter.
Show all 0

Exited Positions

  • Keysight Technologies Inc$4.2M
  • Civitas Resources Inc.$2.7M
  • Diageo Plc ADR$287.4K
Show all 3
All Holdings

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 $53.6M 15.62% 112,895 SH
2 Berkshire Hathaway Inc Cl B BRK.B 084670702 $21.9M 6.39% 45,772 SH
3 Phillips 66 PSX 718546104 $15.8M 4.60% 86,599 SH
4 Arthur J Gallagher & Co AJG 363576109 $14.5M 4.21% 66,734 SH
5 Microsoft Corp MSFT 594918104 $13.7M 3.99% 36,982 SH
6 Aflac Inc AFL 001055102 $13.3M 3.89% 121,631 SH
7 HCA Healthcare Inc HCA 40412C101 $12.1M 3.53% 25,614 SH
8 Alphabet Inc Cl C GOOG 02079K107 $11.8M 3.45% 41,297 SH
9 Chubb Corp CB H1467J104 $11.2M 3.25% 34,242 SH
10 Elevance Health Inc ELV 036752103 $10.9M 3.17% 37,179 SH
11 Johnson & Johnson JNJ 478160104 $10.8M 3.15% 44,171 SH
12 Hershey Foods Corp HSY 427866108 $10.6M 3.10% 51,214 SH
13 Fifth Third Bancorp FITB 316773100 $10.3M 3.00% 221,728 SH
14 Lincoln Electric Holdings Inc LECO 533900106 $10.2M 2.96% 40,840 SH
15 Disney Walt DIS 254687106 $9.1M 2.66% 94,684 SH
16 Nelnet NNI 64031N108 $8.6M 2.50% 66,467 SH
17 Asbury Automotive Group ABG 043436104 $7.6M 2.22% 38,925 SH
18 Cullen/Frost Bankers, Inc. CFR 229899109 $7.4M 2.14% 53,647 SH
19 Canadian Pacific Kansas City L CP 13646K108 $7.1M 2.06% 89,663 SH
20 Thermo Fisher Corp TMO 883556102 $6.6M 1.93% 13,461 SH
21 Chevron Corp CVX 166764100 $6.4M 1.88% 31,174 SH
22 Brookfield Corporation BN 11271J107 $6.2M 1.80% 152,318 SH
23 Berkshire Hathaway Inc Cl A BRK.A 084670108 $5.7M 1.67% 8 SH
24 Pfizer Inc PFE 717081103 $5.4M 1.56% 190,858 SH
25 Vulcan Materials Co VMC 929160109 $5.3M 1.54% 19,462 SH
26 Charles River Labs Int'l CRL 159864107 $4.9M 1.43% 28,534 SH
27 Bruker Corp BRKR 116794108 $4.8M 1.40% 132,668 SH
28 MSC Industrial Direct Co. MSM 553530106 $3.8M 1.10% 40,761 SH
29 MarineMax, Inc. HZO 567908108 $3.5M 1.02% 129,762 SH
30 Canadian National Railway Co CNI 136375102 $3.4M 1.00% 33,384 SH
31 LKQ Corporation LKQ 501889208 $3.2M 0.94% 109,483 SH
32 McDonalds Corp MCD 580135101 $2.8M 0.81% 8,955 SH
33 Sky Harbour Group Corp Cl A SKYH 83085C107 $2.6M 0.76% 272,319 SH
34 Brookfield Asset Management Lt BAM 113004105 $2.5M 0.72% 55,196 SH
35 SPDR S&P 500 SPY 78462F103 $1.5M 0.43% 2,270 SH
36 Pepsico Inc PEP 713448108 $1.3M 0.38% 8,428 SH
37 Costco Wholesale Corp COST 22160K105 $1.3M 0.37% 1,281 SH
38 Crimson Wine Group Ltd CWGL 22662X100 $1.1M 0.33% 253,937 SH
39 Coca Cola Co KO 191216100 $1.1M 0.31% 13,825 SH
40 Procter & Gamble Co PG 742718109 $963.3K 0.28% 6,669 SH
41 Dino Polska SA Adr 25445T106 $896.6K 0.26% 97,135 SH
42 Costamare Inc. 8.50 Preferred Y1771G128 $821.8K 0.24% 30,893 SH
43 Constellium SE CSTM F21107101 $750.2K 0.22% 30,520 SH
44 Apple Inc AAPL 037833100 $710.6K 0.21% 2,800 SH
45 Nestle S.A. Spons ADR NSRGY 641069406 $642.2K 0.19% 6,580 SH
46 Auto Zone Inc AZO 053332102 $581.0K 0.17% 172 SH
47 First National of Nebraska Inc FSLR 335720108 $429.1K 0.13% 26 SH
48 Walmart Inc WMT 931142103 $391.5K 0.11% 3,150 SH
49 Abbvie Inc ABBV 00287Y109 $384.5K 0.11% 1,768 SH
50 Coherent, Inc. COHR 19247G107 $333.5K 0.10% 1,400 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-22 $343.1M 59 0001013701-26-000002
2025-12-31 2026-01-20 $336.0M 62 0001013701-26-000001