LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE
Q2 2026 13F filing
Updated 44 days ago59 disclosed positions worth $360.6M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TPL Texas Pacific Land Corp | $48.2M | 110.1K | 13.36% | Trimmed(-2.5%) |
| 2 | B BRK-A Berkshire Hathaway Inc Cl B | $22.1M | 44.1K | 6.12% | Trimmed(-3.6%) |
| 3 | A AJG Arthur J Gallagher & Co | $15.2M | 66.3K | 4.22% | Trimmed(-0.6%) |
| 4 | G GOOGN Alphabet Inc Cl C | $14.5M | 40.9K | 4.01% | Trimmed(-0.9%) |
| 5 | P PSX Phillips 66 | $14M | 82.8K | 3.88% | Trimmed(-4.4%) |
| 6 | A AFL Aflac Inc | $13.9M | 118.5K | 3.85% | Trimmed(-2.5%) |
| 7 | M MSFT Microsoft Corp | $13.7M | 36.8K | 3.81% | Trimmed(-0.5%) |
| 8 | T TMO Thermo Fisher Corp | $13.6M | 27.1K | 3.76% | Added(+101.0%) |
| 9 | F FITB-PK Fifth Third Bancorp | $12.4M | 219.4K | 3.43% | Trimmed(-1.1%) |
| 10 | C CB Chubb Corp | $11.6M | 34.1K | 3.22% | Trimmed(-0.5%) |
| 11 | J JNJ Johnson & Johnson | $11M | 43.5K | 3.06% | Trimmed(-1.5%) |
| 12 | F FRFFF Fairfax Financial Holdings | $10.8M | 6.6K | 3.00% | — |
| 13 | L LECO Lincoln Electric Holdings Inc | $10.8M | 40.5K | 2.98% | Trimmed(-0.7%) |
| 14 | H HCA HCA Healthcare Inc | $10.3M | 26.4K | 2.85% | Added(+3.0%) |
| 15 | E ELV Elevance Health Inc | $9.4M | 24.2K | 2.60% | Trimmed(-34.9%) |
| 16 | D DIS Disney Walt | $9M | 93.8K | 2.50% | Trimmed(-0.9%) |
| 17 | H HSY Hershey Foods Corp | $8.9M | 51.0K | 2.48% | Trimmed(-0.5%) |
| 18 | P PEP Pepsico Inc | $8.9M | 65.8K | 2.47% | Added(+680.9%) |
| 19 | N NNI Nelnet | $8.8M | 66.0K | 2.44% | Trimmed(-0.6%) |
| 20 | C CFR-PB Cullen/Frost Bankers, Inc. | $8.2M | 53.3K | 2.28% | Trimmed(-0.7%) |
| 21 | C CP Canadian Pacific Kansas City L | $7.8M | 89.5K | 2.15% | Trimmed(-0.1%) |
| 22 | A ABG Asbury Automotive Group | $6.7M | 33.4K | 1.86% | Trimmed(-14.1%) |
| 23 | B BXDIF Brookfield Corporation | $6.5M | 151.9K | 1.79% | Trimmed(-0.3%) |
| 24 | C CRL Charles River Labs Int'l | $6.4M | 28.0K | 1.76% | Trimmed(-1.9%) |
| 25 | V VMC Vulcan Materials Co | $5.7M | 19.2K | 1.57% | Trimmed(-1.6%) |
| 26 | B BRKRP Bruker Corp | $5.6M | 92.5K | 1.54% | Trimmed(-30.3%) |
| 27 | B BRK-A Berkshire Hathaway Inc Cl A | $5.2M | 7 | 1.45% | Trimmed(-12.5%) |
| 28 | C CVX Chevron Corp | $5.1M | 30.8K | 1.42% | Trimmed(-1.2%) |
| 29 | H HZO MarineMax, Inc. | $4.3M | 117.8K | 1.20% | Trimmed(-9.3%) |
| 30 | P PFE Pfizer Inc | $4.2M | 174.7K | 1.17% | Trimmed(-8.5%) |
| 31 | C CNI Canadian National Railway Co | $3.8M | 32.0K | 1.06% | Trimmed(-4.0%) |
| 32 | S SKYH-WT Sky Harbour Group Corp Cl A | $2.8M | 280.1K | 0.76% | Added(+2.9%) |
| 33 | L LKQ LKQ Corporation | $2.5M | 96.2K | 0.70% | Trimmed(-12.1%) |
| 34 | M MCD McDonalds Corp | $2.4M | 9.0K | 0.67% | Unchanged |
| 35 | B BAM Brookfield Asset Management Lt | $2.2M | 48.4K | 0.60% | Trimmed(-12.3%) |
| 36 | S SPY SPDR S&P 500 | $1.7M | 2.3K | 0.48% | Added(+2.0%) |
| 37 | C COST Costco Wholesale Corp | $1.2M | 1.3K | 0.33% | Trimmed(-1.6%) |
| 38 | ? N/A Crimson Wine Group Ltd | $1.1M | 252.3K | 0.31% | Trimmed(-0.7%) |
| 39 | K KO Coca Cola Co | $1.1M | 13.5K | 0.30% | Trimmed(-2.4%) |
| 40 | P PG Procter & Gamble Co | $951K | 6.5K | 0.26% | Trimmed(-2.7%) |
| 41 | ? N/A Costamare Inc. 8.50 Preferred | $822K | 30.9K | 0.23% | Unchanged |
| 42 | C CSTM Constellium SE | $801K | 25.1K | 0.22% | Trimmed(-17.7%) |
| 43 | D DNOPF Dino Polska SA Adr | $744K | 98.1K | 0.21% | Added(+1.0%) |
| 44 | A AAPL Apple Inc | $738K | 2.5K | 0.20% | Trimmed(-8.9%) |
| 45 | C COHR Coherent, Inc. | $552K | 1.4K | 0.15% | Unchanged |
| 46 | A AZO Auto Zone Inc | $550K | 172 | 0.15% | Unchanged |
| 47 | A ABBV Abbvie Inc | $442K | 1.8K | 0.12% | Trimmed(-0.6%) |
| 48 | ? N/A First National of Nebraska Inc | $394K | 21 | 0.11% | Trimmed(-19.2%) |
| 49 | A AMZN Amazon.com Inc | $381K | 1.6K | 0.11% | Unchanged |
| 50 | E ETHA iShares Core S&P 500 ETF | $374K | 500 | 0.10% | Unchanged |